Fairway Wealth’s Eversource Energy ES Stock Holding History

Fairway Wealth’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 Q3	–	Sell	-70	Closed	-$3.97K	–	195
2024 Q2	$3.97K	Buy	+70	New	+$4.15K	﹤0.01%	240

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fairway Wealth's ES Position: Q3 2024 in Review

Fairway Wealth sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 70 shares — an estimated $3.97K sold.

Fairway Wealth first reported a position in ES in Q2 2024 and held it in 1 quarter. The position peaked at $3.97K in Q2 2024. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

Fairway Wealth reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
Fairway Wealth sold 70 Eversource Energy shares in Q3 2024, an estimated $3.97K.
Fairway Wealth first reported a position in Eversource Energy in Q2 2024 and held it in 1 quarter.
Fairway Wealth's Eversource Energy position peaked at $3.97K in Q2 2024.
866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Fairway Wealth's 13F filing for Q3 2024, filed 1 Nov 2024.