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First Personal Financial Services’s Eversource Energy ES Stock Holding History

First Personal Financial Services’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 		$15.3K Hold
225
– – ﹤0.01% 282
2024
Q2 		$12.8K Hold
225
– – ﹤0.01% 261
2024
Q1 		$13.4K Hold
225
– – ﹤0.01% 265
2023
Q4 		$13.9K Hold
225
– – ﹤0.01% 283
2023
Q3 		$13.1K Hold
225
– – ﹤0.01% 287
2023
Q2 		$16K Hold
225
– – ﹤0.01% 286
2023
Q1 		$17.6K Hold
225
– – ﹤0.01% 290
2022
Q4 		$18.9K Hold
225
– – 0.01% 292
2022
Q3 		$18K Hold
225
– – 0.01% 295
2022
Q2 		$19K Hold
225
– – 0.01% 236
2022
Q1 		$20K Sell
225
-2
-0.9% -$171 ﹤0.01% 247
2021
Q4 		$21K Sell
227
-123
-35% -$10.6K ﹤0.01% 245
2021
Q3 		$29K Hold
350
– – 0.01% 224
2021
Q2 		$28K Hold
350
– – 0.01% 230
2021
Q1 		$30K Hold
350
– – 0.01% 217
2020
Q4 		$30K Sell
350
-778
-69% -$69.3K 0.01% 217
2020
Q3 		$94K Hold
1,128
– – 0.03% 148
2020
Q2 		$94K Sell
1,128
-506
-31% -$41.9K 0.03% 145
2020
Q1 		$128K Buy
1,634
+1,040
+175% +$91.2K 0.05% 131
2019
Q4 		$51K Hold
594
– – 0.02% 191
2019
Q3 		$51K Sell
594
-98
-14% -$7.79K 0.02% 244
2019
Q2 		$52K Buy
692
+142
+26% +$10.4K 0.01% 277
2019
Q1 		$39K Hold
550
– – 0.01% 308
2018
Q4 		$36K Hold
550
– – 0.01% 303
2018
Q3 		$34K Hold
550
– – 0.01% 333
2018
Q2 		$32K Sell
550
-243
-31% -$14K 0.01% 336
2018
Q1 		$46K Sell
793
-160
-17% -$9.47K 0.01% 451
2017
Q4 		$60K Sell
953
-970
-50% -$61.3K 0.01% 436
2017
Q3 		$116K Sell
1,923
-577
-23% -$35.6K 0.02% 290
2017
Q2 		$152K Sell
2,500
-67
-3% -$4.07K 0.03% 245
2017
Q1 		$151K Buy
2,567
+1,651
+180% +$93.9K 0.04% 226
2016
Q4 		$51K Buy
916
+773
+541% +$41.3K 0.01% 367
2016
Q3 		$8K Hold
143
– – ﹤0.01% 634
2016
Q2 		$9K Buy
+143
New +$8.09K ﹤0.01% 582

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 Personal Financial Services's ES Position: Q3 2024 in Review

First Personal Financial Services held its Eversource Energy (ES) position steady in Q3 2024 at 225 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

First Personal Financial Services first reported a position in ES in Q2 2016 and has held it in 34 quarters since. The position peaked at $152K in Q2 2017. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • First Personal Financial Services held 225 shares of Eversource Energy worth $15.3K as of Q3 2024.
  • First Personal Financial Services left its Eversource Energy share count unchanged in Q3 2024.
  • Eversource Energy made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #282 holding.
  • First Personal Financial Services first reported a position in Eversource Energy in Q2 2016 and has held it in 34 quarters since.
  • First Personal Financial Services's Eversource Energy position peaked at $152K in Q2 2017.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.