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Jefferies Financial Group’s Eversource Energy ES Stock Holding History

Jefferies 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
2025
Q1 		– Sell
-4,100
Closed -$235K – 1725
2024
Q4 		$235K Buy
+4,100
New +$256K ﹤0.01% 1341
2023
Q2 		– Sell
-23,000
Closed -$1.8M – 1772
2023
Q1 		$1.8M Buy
+23,000
New +$1.82M 0.01% 690

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jefferies Financial Group's ES Position: Q4 2023 in Review

Jefferies Financial Group sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 13,010 shares — an estimated $757K sold.

Jefferies Financial Group first reported a position in ES in Q1 2023 and held it in 3 quarters. The position peaked at $1.52M in Q1 2023. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Jefferies Financial Group reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 13,010 Eversource Energy shares in Q4 2023, an estimated $757K.
  • Jefferies Financial Group first reported a position in Eversource Energy in Q1 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Eversource Energy position peaked at $1.52M in Q1 2023.
  • 818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.