EWM
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Evermay Wealth Management’s Eversource Energy ES Stock Holding History

Evermay Wealth Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$371 – 651
2023
Q4 		$371 Buy
+6
New +$346 ﹤0.01% 600
2021
Q3 		– Sell
-70
Closed -$6K – 479
2021
Q2 		$6K Buy
+70
New +$5.89K ﹤0.01% 434

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's ES Position: Q1 2024 in Review

Evermay Wealth Management sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 6 shares — an estimated $371 sold.

Evermay Wealth Management first reported a position in ES in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • Evermay Wealth Management reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 6 Eversource Energy shares in Q1 2024, an estimated $371.
  • Evermay Wealth Management first reported a position in Eversource Energy in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Eversource Energy position peaked at $6K in Q2 2021.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.