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FinTrust Capital Advisors’s Eversource Energy ES Stock Holding History

FinTrust Capital 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
-11
Closed -$658 – 1387
2024
Q1 		$658 Hold
11
– – ﹤0.01% 1199
2023
Q4 		$679 Hold
11
– – ﹤0.01% 1178
2023
Q3 		$640 Hold
11
– – ﹤0.01% 1156
2023
Q2 		$923 Hold
11
– – ﹤0.01% 1110
2023
Q1 		$923 Hold
11
– – ﹤0.01% 1103
2022
Q4 		$922 Hold
11
– – ﹤0.01% 1100
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1162
2022
Q2 		$1K Hold
11
– – ﹤0.01% 1165
2022
Q1 		$1K Sell
11
-58
-84% -$4.96K ﹤0.01% 1170
2021
Q4 		$6K Hold
69
– – ﹤0.01% 995
2021
Q3 		$6K Hold
69
– – ﹤0.01% 994
2021
Q2 		$6K Hold
69
– – ﹤0.01% 1017
2021
Q1 		$6K Buy
69
+58
+527% +$4.92K ﹤0.01% 991
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1044
2020
Q3 		$1 Hold
11
– – ﹤0.01% 1097
2020
Q2 		$1K Sell
11
-59
-84% -$4.89K ﹤0.01% 1008
2020
Q1 		$5K Buy
70
+59
+536% +$5.18K ﹤0.01% 869
2019
Q4 		$1K Hold
11
– – ﹤0.01% 1034
2019
Q3 		$1K Hold
11
– – ﹤0.01% 1026
2019
Q2 		$1K Sell
11
-44
-80% -$3.22K ﹤0.01% 998
2019
Q1 		$4K Hold
55
– – ﹤0.01% 973
2018
Q4 		$4K Buy
+55
New +$3.58K ﹤0.01% 971

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

FinTrust Capital Advisors's ES Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 11 shares — an estimated $658 sold.

FinTrust Capital Advisors first reported a position in ES in Q4 2018 and held it in 22 quarters. The position peaked at $6K in Q4 2021. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • FinTrust Capital Advisors reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 11 Eversource Energy shares in Q2 2024, an estimated $658.
  • FinTrust Capital Advisors first reported a position in Eversource Energy in Q4 2018 and held it in 22 quarters.
  • FinTrust Capital Advisors's Eversource Energy position peaked at $6K in Q4 2021.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.