FORA Capital’s Eversource Energy ES Stock Holding History

FORA Capital’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
2023 Q4	–	Sell	-34,560	Closed	-$2.01M	–	492
2023 Q3	$2.01M	Buy	34,560 +8,512	+33%	+$567K	0.18%	155
2023 Q2	$1.85M	Buy	+26,048	New	+$1.94M	0.26%	107
2021 Q4	–	Sell	-6,918	Closed	-$566K	–	360
2021 Q3	$566K	Buy	+6,918	New	+$601K	0.14%	181
2020 Q3	–	Sell	-2,156	Closed	-$180K	–	742
2020 Q2	$180K	Buy	+2,156	New	+$179K	0.06%	368
2020 Q1	–	Sell	-27,674	Closed	-$2.35M	–	1120
2019 Q4	$2.35M	Buy	+27,674	New	+$2.3M	0.24%	114

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FORA Capital's ES Position: Q4 2023 in Review

FORA Capital sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 34,560 shares — an estimated $2.01M sold.

FORA Capital first reported a position in ES in Q4 2019 and held it in 5 quarters. The position peaked at $2.35M in Q4 2019. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

FORA Capital reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 34,560 Eversource Energy shares in Q4 2023, an estimated $2.01M.
FORA Capital first reported a position in Eversource Energy in Q4 2019 and held it in 5 quarters.
FORA Capital's Eversource Energy position peaked at $2.35M in Q4 2019.
818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.