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Keener Financial Planning’s Eversource Energy ES Stock Holding History

Keener Financial Planning’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
-62
Closed -$4K – 178
2024
Q3 		$4K Hold
62
– – ﹤0.01% 164
2024
Q2 		$3K Sell
62
-50
-45% -$2.96K ﹤0.01% 172
2024
Q1 		$7K Buy
+112
New +$6.44K ﹤0.01% 166

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
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

Keener Financial Planning's ES Position: Q4 2024 in Review

Keener Financial Planning sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 62 shares — an estimated $4K sold.

Keener Financial Planning first reported a position in ES in Q1 2024 and held it in 3 quarters. The position peaked at $7K in Q1 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Keener Financial Planning reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 62 Eversource Energy shares in Q4 2024, an estimated $4K.
  • Keener Financial Planning first reported a position in Eversource Energy in Q1 2024 and held it in 3 quarters.
  • Keener Financial Planning's Eversource Energy position peaked at $7K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.