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Financial Counselors Inc’s Eversource Energy ES Stock Holding History

Financial Counselors Inc’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
-12,517
Closed -$852K – 584
2024
Q3 		$852K Buy
12,517
+148
+1% +$9.56K 0.01% 363
2024
Q2 		$701K Sell
12,369
-1,536
-11% -$91.1K 0.01% 359
2024
Q1 		$831K Buy
+13,905
New +$799K 0.01% 347
2023
Q2 		– Sell
-2,911
Closed -$228K – 504
2023
Q1 		$228K Sell
2,911
-162
-5% -$12.8K ﹤0.01% 462
2022
Q4 		$258K Sell
3,073
-25
-0.8% -$1.98K 0.01% 448
2022
Q3 		$242K Sell
3,098
-147
-5% -$13K 0.01% 437
2022
Q2 		$274K Buy
3,245
+55
+2% +$4.89K 0.01% 435
2022
Q1 		$281K Sell
3,190
-170
-5% -$14.5K 0.01% 441
2021
Q4 		$306K Sell
3,360
-363
-10% -$31.2K 0.01% 421
2021
Q3 		$304K Sell
3,723
-260
-7% -$22.6K 0.01% 447
2021
Q2 		$320K Sell
3,983
-70
-2% -$5.89K 0.01% 437
2021
Q1 		$351K Sell
4,053
-103
-2% -$8.74K 0.01% 413
2020
Q4 		$360K Sell
4,156
-200
-5% -$17.8K 0.01% 403
2020
Q3 		$364K Buy
4,356
+219
+5% +$18.7K 0.01% 373
2020
Q2 		$344K Buy
4,137
+773
+23% +$64K 0.01% 398
2020
Q1 		$263K Sell
3,364
-3,000
-47% -$263K 0.01% 382
2019
Q4 		$541K Sell
6,364
-2,775
-30% -$231K 0.02% 345
2019
Q3 		$781K Buy
+9,139
New +$726K 0.03% 292

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

Financial Counselors Inc's ES Position: Q4 2024 in Review

Financial Counselors Inc sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 12,517 shares — an estimated $852K sold.

Financial Counselors Inc first reported a position in ES in Q3 2019 and held it in 18 quarters. The position peaked at $852K in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Financial Counselors Inc reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 12,517 Eversource Energy shares in Q4 2024, an estimated $852K.
  • Financial Counselors Inc first reported a position in Eversource Energy in Q3 2019 and held it in 18 quarters.
  • Financial Counselors Inc's Eversource Energy position peaked at $852K in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.