HeadInvest LLC’s Eversource Energy ES Stock Holding History

HeadInvest LLC’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	-275	Closed	-$15.3K	–	364
2023 Q3	$15.3K	Buy	+275	New	+$18.3K	﹤0.01%	507

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

HeadInvest LLC's ES Position: Q4 2023 in Review

HeadInvest LLC sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 275 shares — an estimated $15.3K sold.

HeadInvest LLC first reported a position in ES in Q3 2023 and held it in 1 quarter. The position peaked at $15.3K in Q3 2023. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

HeadInvest LLC reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 275 Eversource Energy shares in Q4 2023, an estimated $15.3K.
HeadInvest LLC first reported a position in Eversource Energy in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Eversource Energy position peaked at $15.3K in Q3 2023.
818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.