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Iron Horse Wealth Management’s Eversource Energy ES Stock Holding History

Iron Horse Wealth 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
-25
Closed -$1.7K – 513
2024
Q3 		$1.7K Hold
25
– – ﹤0.01% 400
2024
Q2 		$1.42K Hold
25
– – ﹤0.01% 386
2024
Q1 		$1.49K Hold
25
– – ﹤0.01% 371
2023
Q4 		$1.54K Hold
25
– – ﹤0.01% 391
2023
Q3 		$1.45K Hold
25
– – ﹤0.01% 393
2023
Q2 		$1.77K Hold
25
– – ﹤0.01% 246
2023
Q1 		$1.96K Buy
+25
New +$1.98K ﹤0.01% 263

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

Iron Horse Wealth Management's ES Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 25 shares — an estimated $1.7K sold.

Iron Horse Wealth Management first reported a position in ES in Q1 2023 and held it in 7 quarters. The position peaked at $1.96K in Q1 2023. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Iron Horse Wealth Management reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 25 Eversource Energy shares in Q4 2024, an estimated $1.7K.
  • Iron Horse Wealth Management first reported a position in Eversource Energy in Q1 2023 and held it in 7 quarters.
  • Iron Horse Wealth Management's Eversource Energy position peaked at $1.96K in Q1 2023.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.