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FDx Advisors’s Eversource Energy ES Stock Holding History

FDx Advisors’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
-13,587
Closed -$839K – 445
2023
Q4 		$839K Buy
13,587
+1,457
+12% +$84K 0.06% 296
2023
Q3 		$705K Sell
12,130
-8,142
-40% -$543K 0.06% 281
2023
Q2 		$1.44M Sell
20,272
-14,395
-42% -$1.07M 0.08% 242
2023
Q1 		$2.91M Hold
34,667
– – 0.13% 158
2022
Q4 		$2.91M Buy
34,667
+6,844
+25% +$543K 0.13% 158
2022
Q3 		$2.17M Sell
27,823
-1,215
-4% -$107K 0.1% 179
2022
Q2 		$2.45M Buy
29,038
+270
+0.9% +$24K 0.09% 185
2022
Q1 		$2.54M Sell
28,768
-11,690
-29% -$1,000K 0.09% 183
2021
Q4 		$3.68M Sell
40,458
-235
-0.6% -$20.2K 0.1% 154
2021
Q3 		$3.33M Buy
40,693
+1,891
+5% +$164K 0.11% 146
2021
Q2 		$3.11M Buy
38,802
+12,329
+47% +$1.04M 0.1% 147
2021
Q1 		$2.29M Buy
26,473
+7,235
+38% +$614K 0.09% 161
2020
Q4 		$1.66M Buy
19,238
+413
+2% +$36.8K 0.07% 187
2020
Q3 		$1.57M Buy
18,825
+4,179
+29% +$358K 0.07% 172
2020
Q2 		$1.22M Sell
14,646
-356
-2% -$29.5K 0.06% 198
2020
Q1 		$1.17M Buy
15,002
+1,949
+15% +$171K 0.08% 183
2019
Q4 		$1.11M Buy
13,053
+10,398
+392% +$865K 0.06% 214
2019
Q3 		$227K Sell
2,655
-183
-6% -$14.5K 0.02% 567
2019
Q2 		$215K Buy
+2,838
New +$208K 0.01% 752

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
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

FDx Advisors's ES Position: Q1 2024 in Review

FDx Advisors sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 13,587 shares — an estimated $839K sold.

FDx Advisors first reported a position in ES in Q2 2019 and held it in 19 quarters. The position peaked at $3.68M in Q4 2021. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • FDx Advisors reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 13,587 Eversource Energy shares in Q1 2024, an estimated $839K.
  • FDx Advisors first reported a position in Eversource Energy in Q2 2019 and held it in 19 quarters.
  • FDx Advisors's Eversource Energy position peaked at $3.68M in Q4 2021.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.