FG
ES icon

Fairman Group’s Eversource Energy ES Stock Holding History

Fairman Group’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
Q4 		– Sell
-7
Closed -$476 – 367
2024
Q3 		$476 Hold
7
– – ﹤0.01% 359
2024
Q2 		$397 Hold
7
– – ﹤0.01% 360
2024
Q1 		$418 Hold
7
– – ﹤0.01% 353
2023
Q4 		$432 Buy
+7
New +$404 ﹤0.01% 350

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fairman Group's ES Position: Q4 2024 in Review

Fairman Group sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 7 shares — an estimated $476 sold.

Fairman Group first reported a position in ES in Q4 2023 and held it in 4 quarters. The position peaked at $476 in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Fairman Group reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Fairman Group sold 7 Eversource Energy shares in Q4 2024, an estimated $476.
  • Fairman Group first reported a position in Eversource Energy in Q4 2023 and held it in 4 quarters.
  • Fairman Group's Eversource Energy position peaked at $476 in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Fairman Group's 13F filing for Q4 2024, filed 29 Jan 2025.