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First Foundation Advisors’s Eversource Energy ES Stock Holding History

First Foundation 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
Q3 		– Sell
-1,516
Closed -$86K – 385
2024
Q2 		$86K Buy
+1,516
New +$89.9K ﹤0.01% 379
2016
Q3 		– Sell
-3,846
Closed -$230K – 299
2016
Q2 		$230K Buy
+3,846
New +$218K 0.02% 261

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

First Foundation Advisors's ES Position: Q3 2024 in Review

First Foundation Advisors sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 1,516 shares — an estimated $86K sold.

First Foundation Advisors first reported a position in ES in Q2 2016 and held it in 2 quarters. The position peaked at $230K in Q2 2016. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • First Foundation Advisors reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 1,516 Eversource Energy shares in Q3 2024, an estimated $86K.
  • First Foundation Advisors first reported a position in Eversource Energy in Q2 2016 and held it in 2 quarters.
  • First Foundation Advisors's Eversource Energy position peaked at $230K in Q2 2016.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.