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Goldstone Financial Group’s Eversource Energy ES Stock Holding History

Goldstone Financial Group’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
-4,244
Closed -$254K – 181
2024
Q1 		$254K Buy
4,244
+488
+13% +$28.1K 0.06% 139
2023
Q4 		$232K Buy
+3,756
New +$217K 0.06% 146
2023
Q3 		– Sell
-3,479
Closed -$247K – 158
2023
Q2 		$247K Buy
3,479
+416
+14% +$31K 0.07% 146
2023
Q1 		$240K Buy
+3,063
New +$242K 0.08% 131

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

Goldstone Financial Group's ES Position: Q2 2024 in Review

Goldstone Financial Group sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 4,244 shares — an estimated $254K sold.

Goldstone Financial Group first reported a position in ES in Q1 2023 and held it in 4 quarters. The position peaked at $254K in Q1 2024. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • Goldstone Financial Group reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 4,244 Eversource Energy shares in Q2 2024, an estimated $254K.
  • Goldstone Financial Group first reported a position in Eversource Energy in Q1 2023 and held it in 4 quarters.
  • Goldstone Financial Group's Eversource Energy position peaked at $254K in Q1 2024.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on Goldstone Financial Group's 13F filing for Q2 2024, filed 15 Jan 2025.