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JMAC Enterprises’s Eversource Energy ES Stock Holding History

JMAC Enterprises’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
-5,600
Closed -$381K – 177
2024
Q3 		$381K Hold
5,600
– – 0.06% 145
2024
Q2 		$318K Sell
5,600
-700
-11% -$41.5K 0.06% 150
2024
Q1 		$377K Hold
6,300
– – 0.07% 134
2023
Q4 		$389K Sell
6,300
-2,400
-28% -$138K 0.08% 130
2023
Q3 		$506K Buy
8,700
+3,400
+64% +$227K 0.12% 119
2023
Q2 		$376K Buy
+5,300
New +$395K 0.09% 135

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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

JMAC Enterprises's ES Position: Q4 2024 in Review

JMAC Enterprises sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 5,600 shares — an estimated $381K sold.

JMAC Enterprises first reported a position in ES in Q2 2023 and held it in 6 quarters. The position peaked at $506K in Q3 2023. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • JMAC Enterprises reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • JMAC Enterprises sold 5,600 Eversource Energy shares in Q4 2024, an estimated $381K.
  • JMAC Enterprises first reported a position in Eversource Energy in Q2 2023 and held it in 6 quarters.
  • JMAC Enterprises's Eversource Energy position peaked at $506K in Q3 2023.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on JMAC Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.