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Financial Synergies Wealth Advisors’s Eversource Energy ES Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-186
Closed -$11.1K – 186
2024
Q1 		$11.1K Sell
186
-5
-3% -$287 ﹤0.01% 243
2023
Q4 		$16K Buy
191
+5
+3% +$288 ﹤0.01% 152
2023
Q3 		$10.8K Hold
186
– – ﹤0.01% 226
2023
Q2 		$13.2K Sell
186
-93
-33% -$6.93K ﹤0.01% 206
2023
Q1 		$21.8K Buy
279
+88
+46% +$6.95K ﹤0.01% 165
2022
Q4 		$16K Buy
191
+186
+3,720% +$14.8K ﹤0.01% 152
2022
Q3 		$390 Hold
5
– – ﹤0.01% 383
2022
Q2 		$423 Buy
+5
New +$444 ﹤0.01% 388

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

Financial Synergies Wealth Advisors's ES Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 186 shares — an estimated $11.1K sold.

Financial Synergies Wealth Advisors first reported a position in ES in Q2 2022 and held it in 8 quarters. The position peaked at $21.8K in Q1 2023. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 186 Eversource Energy shares in Q2 2024, an estimated $11.1K.
  • Financial Synergies Wealth Advisors first reported a position in Eversource Energy in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Eversource Energy position peaked at $21.8K in Q1 2023.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.