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First United Bank & Trust’s Eversource Energy ES Stock Holding History

First United Bank & Trust’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
-322
Closed -$19.2K – 407
2024
Q1 		$19.2K Hold
322
– – 0.01% 308
2023
Q4 		$19.9K Buy
+322
New +$18.6K 0.01% 305

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

First United Bank & Trust's ES Position: Q2 2024 in Review

First United Bank & Trust sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 322 shares — an estimated $19.2K sold.

First United Bank & Trust first reported a position in ES in Q4 2023 and held it in 2 quarters. The position peaked at $19.9K in Q4 2023. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • First United Bank & Trust reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
  • First United Bank & Trust sold 322 Eversource Energy shares in Q2 2024, an estimated $19.2K.
  • First United Bank & Trust first reported a position in Eversource Energy in Q4 2023 and held it in 2 quarters.
  • First United Bank & Trust's Eversource Energy position peaked at $19.9K in Q4 2023.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on First United Bank & Trust's 13F filing for Q2 2024, filed 12 Aug 2024.