Jaffetilchin Investment Partners’s Eversource Energy ES Stock Holding History

Jaffetilchin Investment Partners’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	-223	Closed	-$15.2K	–	644
2024 Q3	$15.2K	Buy	+223	New	+$14.4K	﹤0.01%	819
2020 Q2	–	Sell	-5,567	Closed	-$435K	–	210
2020 Q1	$435K	Sell	5,567 -217	-4%	-$19K	0.15%	91
2019 Q4	$492K	Buy	5,784 +277	+5%	+$23K	0.11%	122
2019 Q3	$471K	Sell	5,507 -573	-9%	-$45.5K	0.11%	121
2019 Q2	$461K	Sell	6,080 -7,933	-57%	-$580K	0.11%	137
2019 Q1	$994K	Buy	14,013 +38	+0.3%	+$2.62K	0.22%	74
2018 Q4	$909K	Buy	13,975 +8,476	+154%	+$552K	0.23%	58
2018 Q3	$338K	Buy	+5,499	New	+$336K	0.07%	210
2017 Q4	–	Sell	-6,687	Closed	-$404K	–	250
2017 Q3	$404K	Buy	+6,687	New	+$413K	0.1%	192

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

Jaffetilchin Investment Partners's ES Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 223 shares — an estimated $15.2K sold.

Jaffetilchin Investment Partners first reported a position in ES in Q3 2017 and held it in 9 quarters. The position peaked at $994K in Q1 2019. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 223 Eversource Energy shares in Q4 2024, an estimated $15.2K.
Jaffetilchin Investment Partners first reported a position in Eversource Energy in Q3 2017 and held it in 9 quarters.
Jaffetilchin Investment Partners's Eversource Energy position peaked at $994K in Q1 2019.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.