Hartford Financial Management’s Eversource Energy ES Stock Holding History

Hartford Financial 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 Q4	–	Sell	-130	Closed	-$8.85K	–	381
2024 Q3	$8.85K	Hold	130	–	–	﹤0.01%	306
2024 Q2	$7.37K	Hold	130	–	–	﹤0.01%	313
2024 Q1	$7.77K	Hold	130	–	–	﹤0.01%	320
2023 Q4	$8.02K	Hold	130	–	–	﹤0.01%	320
2023 Q3	$7.56K	Hold	130	–	–	﹤0.01%	319
2023 Q2	$9.22K	Hold	130	–	–	﹤0.01%	291
2023 Q1	$10.2K	Hold	130	–	–	﹤0.01%	276
2022 Q4	$10.9K	Hold	130	–	–	﹤0.01%	276
2022 Q3	$10K	Sell	130 -58	-31%	-$5.11K	﹤0.01%	275
2022 Q2	$16K	Hold	188	–	–	﹤0.01%	254
2022 Q1	$17K	Hold	188	–	–	﹤0.01%	258
2021 Q4	$17K	Hold	188	–	–	﹤0.01%	262
2021 Q3	$15K	Hold	188	–	–	﹤0.01%	262
2021 Q2	$15K	Sell	188 -200	-52%	-$16.8K	﹤0.01%	267
2021 Q1	$34K	Hold	388	–	–	0.01%	221
2020 Q4	$34K	Hold	388	–	–	0.01%	223
2020 Q3	$32K	Buy	388 +88	+29%	+$7.53K	0.01%	215
2020 Q2	$25K	Hold	300	–	–	0.01%	228
2020 Q1	$23K	Hold	300	–	–	0.01%	227
2019 Q4	$26K	Hold	300	–	–	0.01%	243
2019 Q3	$26K	Hold	300	–	–	0.01%	244
2019 Q2	$23K	Hold	300	–	–	0.01%	252
2019 Q1	$21K	Hold	300	–	–	0.01%	258
2018 Q4	$20K	Hold	300	–	–	0.01%	264
2018 Q3	$18K	Hold	300	–	–	0.01%	281
2018 Q2	$18K	Hold	300	–	–	0.01%	283
2018 Q1	$17K	Hold	300	–	–	0.01%	231
2017 Q4	$18K	Hold	300	–	–	0.01%	228
2017 Q3	$18K	Hold	300	–	–	0.01%	248
2017 Q2	$18K	Hold	300	–	–	0.01%	236
2017 Q1	$17K	Hold	300	–	–	0.01%	230
2016 Q4	$17K	Hold	300	–	–	0.01%	202
2016 Q3	$16K	Hold	300	–	–	0.01%	207
2016 Q2	$17K	Hold	300	–	–	0.01%	188
2016 Q1	$17K	Hold	300	–	–	0.01%	189
2015 Q4	$15K	Sell	300 -100	-25%	-$5.09K	0.01%	196
2015 Q3	$20K	Hold	400	–	–	0.01%	178
2015 Q2	$18K	Buy	+400	New	+$19.4K	0.01%	195
2015 Q1	–	Sell	-400	Closed	-$21K	–	144
2014 Q4	$21K	Hold	400	–	–	0.01%	163
2014 Q3	$17K	Hold	400	–	–	0.01%	187
2014 Q2	$18K	Hold	400	–	–	0.01%	185
2014 Q1	$18K	Hold	400	–	–	0.01%	179
2013 Q4	$16K	Hold	400	–	–	0.01%	176
2013 Q3	$16K	Sell	400 -600	-60%	-$25.4K	0.01%	186
2013 Q2	$42K	Buy	+1,000	New	+$43.2K	0.03%	160

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hartford Financial Management's ES Position: Q4 2024 in Review

Hartford Financial Management sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 130 shares — an estimated $8.85K sold.

Hartford Financial Management first reported a position in ES in Q2 2013 and held it in 45 quarters. The position peaked at $42K in Q2 2013. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

Hartford Financial Management reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
Hartford Financial Management sold 130 Eversource Energy shares in Q4 2024, an estimated $8.85K.
Hartford Financial Management first reported a position in Eversource Energy in Q2 2013 and held it in 45 quarters.
Hartford Financial Management's Eversource Energy position peaked at $42K in Q2 2013.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Hartford Financial Management's 13F filing for Q4 2024, filed 23 Jan 2025.