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Kapitalo Investimentos’s Eversource Energy ES Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-3,294
Closed -$192K – 589
2023
Q3 		$192K Buy
+3,294
New +$220K 0.03% 290

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kapitalo Investimentos's ES Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 3,294 shares — an estimated $192K sold.

Kapitalo Investimentos first reported a position in ES in Q3 2023 and held it in 1 quarter. The position peaked at $192K in Q3 2023. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,294 Eversource Energy shares in Q4 2023, an estimated $192K.
  • Kapitalo Investimentos first reported a position in Eversource Energy in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Eversource Energy position peaked at $192K in Q3 2023.
  • 818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.