JWM
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Janiczek Wealth Management’s Eversource Energy ES Stock Holding History

Janiczek 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
Q2 		$36.7K Sell
647
-75
-10% -$4.45K 0.01% 453
2024
Q1 		$43.2K Sell
722
-426
-37% -$24.5K 0.01% 431
2023
Q4 		$70.9K Buy
1,148
+892
+348% +$51.4K 0.02% 333
2023
Q3 		$14.9K Buy
+256
New +$17.1K ﹤0.01% 561
2023
Q1 		– Sell
-3
Closed -$255 – 1028
2022
Q4 		$255 Hold
3
– – ﹤0.01% 969
2022
Q3 		$0 Hold
3
– – ﹤0.01% 956
2022
Q2 		$0 Hold
3
– – ﹤0.01% 982
2022
Q1 		$0 Hold
3
– – ﹤0.01% 988
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1034
2021
Q3 		$0 Buy
+3
New +$260 ﹤0.01% 982
2020
Q3 		– Sell
-40
Closed -$3K – 665
2020
Q2 		$3K Buy
+40
New +$3.31K ﹤0.01% 236

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

Janiczek Wealth Management's ES Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Eversource Energy (ES) stake by 10% in Q2 2024, selling an estimated $4.45K and leaving 647 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #453.

Janiczek Wealth Management first reported a position in ES in Q2 2020 and has held it in 11 quarters since. The position peaked at $70.9K in Q4 2023. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • Janiczek Wealth Management held 647 shares of Eversource Energy worth $36.7K as of Q2 2024.
  • Janiczek Wealth Management sold 75 Eversource Energy shares in Q2 2024, an estimated $4.45K.
  • Eversource Energy made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #453 holding.
  • Janiczek Wealth Management first reported a position in Eversource Energy in Q2 2020 and has held it in 11 quarters since.
  • Janiczek Wealth Management's Eversource Energy position peaked at $70.9K in Q4 2023.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.