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Hazlett, Burt & Watson’s Eversource Energy ES Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-28
Closed -$2K – 707
2023
Q4 		$2K Hold
28
– – ﹤0.01% 620
2023
Q3 		$2K Buy
+28
New +$1.87K ﹤0.01% 639
2022
Q3 		– Sell
-27
Closed -$2K – 629
2022
Q2 		$2K Hold
27
– – ﹤0.01% 558
2022
Q1 		$2K Buy
+27
New +$2.31K ﹤0.01% 557

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hazlett, Burt & Watson's ES Position: Q1 2024 in Review

Hazlett, Burt & Watson sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 28 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in ES in Q1 2022 and held it in 4 quarters. The position peaked at $2K in Q4 2023. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • Hazlett, Burt & Watson reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 28 Eversource Energy shares in Q1 2024, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in Eversource Energy in Q1 2022 and held it in 4 quarters.
  • Hazlett, Burt & Watson's Eversource Energy position peaked at $2K in Q4 2023.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2024, filed 29 Apr 2024.