JFG
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JDM Financial Group’s Eversource Energy ES Stock Holding History

JDM Financial Group’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
-14
Closed -$953 – 367
2024
Q3 		$953 Buy
+14
New +$905 ﹤0.01% 324

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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

JDM Financial Group's ES Position: Q4 2024 in Review

JDM Financial Group sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 14 shares — an estimated $953 sold.

JDM Financial Group first reported a position in ES in Q3 2024 and held it in 1 quarter. The position peaked at $953 in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • JDM Financial Group reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • JDM Financial Group sold 14 Eversource Energy shares in Q4 2024, an estimated $953.
  • JDM Financial Group first reported a position in Eversource Energy in Q3 2024 and held it in 1 quarter.
  • JDM Financial Group's Eversource Energy position peaked at $953 in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.