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FWL Investment Management’s Eversource Energy ES Stock Holding History

FWL Investment Management’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
-78
Closed -$4.42K – 305
2024
Q2 		$4.42K Hold
78
– – ﹤0.01% 208
2024
Q1 		$4.66K Buy
+78
New +$4.48K ﹤0.01% 193
2023
Q1 		– Sell
-720
Closed -$60.4K – 106
2022
Q4 		$60.4K Buy
+720
New +$57.1K 0.05% 88

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

FWL Investment Management's ES Position: Q3 2024 in Review

FWL Investment Management sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 78 shares — an estimated $4.42K sold.

FWL Investment Management first reported a position in ES in Q4 2022 and held it in 3 quarters. The position peaked at $60.4K in Q4 2022. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • FWL Investment Management reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • FWL Investment Management sold 78 Eversource Energy shares in Q3 2024, an estimated $4.42K.
  • FWL Investment Management first reported a position in Eversource Energy in Q4 2022 and held it in 3 quarters.
  • FWL Investment Management's Eversource Energy position peaked at $60.4K in Q4 2022.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on FWL Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.