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Ingalls & Snyder LLC’s Eversource Energy ES Stock Holding History

Ingalls & Snyder 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
2024
Q4 		– Sell
-3,172
Closed -$216K – 457
2024
Q3 		$216K Buy
+3,172
New +$205K 0.01% 408
2024
Q2 		– Sell
-4,221
Closed -$252K – 444
2024
Q1 		$252K Hold
4,221
– – 0.01% 375
2023
Q4 		$261K Sell
4,221
-500
-11% -$28.8K 0.01% 366
2023
Q3 		$275K Hold
4,721
– – 0.01% 354
2023
Q2 		$335K Hold
4,721
– – 0.02% 338
2023
Q1 		$369K Sell
4,721
-40
-0.8% -$3.16K 0.02% 313
2022
Q4 		$399K Buy
4,761
+40
+0.8% +$3.17K 0.02% 307
2022
Q3 		$368K Hold
4,721
– – 0.02% 308
2022
Q2 		$399K Hold
4,721
– – 0.02% 308
2022
Q1 		$416K Sell
4,721
-202
-4% -$17.3K 0.02% 327
2021
Q4 		$448K Hold
4,923
– – 0.02% 324
2021
Q3 		$403K Hold
4,923
– – 0.02% 338
2021
Q2 		$395K Hold
4,923
– – 0.02% 344
2021
Q1 		$426K Hold
4,923
– – 0.02% 313
2020
Q4 		$426K Hold
4,923
– – 0.02% 303
2020
Q3 		$411K Sell
4,923
-374
-7% -$32K 0.03% 264
2020
Q2 		$441K Sell
5,297
-18,200
-77% -$1.51M 0.03% 274
2020
Q1 		$1.84M Buy
23,497
+18,200
+344% +$1.6M 0.12% 131
2019
Q4 		$451K Hold
5,297
– – 0.02% 277
2019
Q3 		$453K Buy
5,297
+900
+20% +$71.5K 0.02% 299
2019
Q2 		$333K Hold
4,397
– – 0.02% 338
2019
Q1 		$312K Hold
4,397
– – 0.01% 340
2018
Q4 		$286K Sell
4,397
-175
-4% -$11.4K 0.02% 339
2018
Q3 		$281K Buy
4,572
+700
+18% +$42.8K 0.01% 365
2018
Q2 		$227K Sell
3,872
-1,097
-22% -$63.1K 0.01% 361
2018
Q1 		$293K Hold
4,969
– – 0.01% 325
2017
Q4 		$314K Hold
4,969
– – 0.01% 320
2017
Q3 		$300K Sell
4,969
-120
-2% -$7.4K 0.02% 292
2017
Q2 		$309K Buy
+5,089
New +$309K 0.02% 291

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

Ingalls & Snyder LLC's ES Position: Q4 2024 in Review

Ingalls & Snyder LLC sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 3,172 shares — an estimated $216K sold.

Ingalls & Snyder LLC first reported a position in ES in Q2 2017 and held it in 29 quarters. The position peaked at $1.84M in Q1 2020. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Ingalls & Snyder LLC reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 3,172 Eversource Energy shares in Q4 2024, an estimated $216K.
  • Ingalls & Snyder LLC first reported a position in Eversource Energy in Q2 2017 and held it in 29 quarters.
  • Ingalls & Snyder LLC's Eversource Energy position peaked at $1.84M in Q1 2020.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2024, filed 29 Jan 2025.