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Kelly Financial Services’s Eversource Energy ES Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-489
Closed -$27.8K – 290
2024
Q2 		$27.8K Buy
489
+9
+2% +$534 0.01% 287
2024
Q1 		$28.7K Buy
480
+100
+26% +$5.75K 0.01% 283
2023
Q4 		$23.5K Sell
380
-463
-55% -$26.7K 0.01% 289
2023
Q3 		$49K Buy
843
+10
+1% +$667 0.02% 187
2023
Q2 		$59.1K Buy
833
+8
+1% +$596 0.03% 170
2023
Q1 		$64.6K Buy
825
+7
+0.9% +$553 0.03% 156
2022
Q4 		$68.6K Sell
818
-68
-8% -$5.39K 0.04% 143
2022
Q3 		$69.1K Buy
886
+453
+105% +$39.9K 0.04% 131
2022
Q2 		$36.6K Buy
433
+3
+0.7% +$267 0.02% 194
2022
Q1 		$37.9K Buy
430
+3
+0.7% +$257 0.02% 207
2021
Q4 		$38.9K Sell
427
-5
-1% -$430 0.02% 209
2021
Q3 		$35.4K Sell
432
-34,020
-99% -$2.95M 0.02% 200
2021
Q2 		$429K Buy
34,452
+33,931
+6,513% +$2.86M 0.02% 203
2021
Q1 		$45.1K Buy
521
+3
+0.6% +$255 0.03% 132
2020
Q4 		$44.8K Buy
518
+2
+0.4% +$178 0.03% 121
2020
Q3 		$43.1K Buy
516
+3
+0.6% +$257 0.03% 108
2020
Q2 		$42.7K Buy
513
+3
+0.6% +$248 0.03% 103
2020
Q1 		$39.9K Buy
510
+2
+0.4% +$175 0.05% 90
2019
Q4 		$43.2K Buy
508
+228
+81% +$19K 0.03% 91
2019
Q3 		$23.9K Buy
280
+1
+0.4% +$79 0.02% 135
2019
Q2 		$21.2K Buy
279
+1
+0.4% +$73 0.02% 145
2019
Q1 		$19.7K Buy
+278
New +$19.1K 0.02% 146

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Kelly Financial Services's ES Position: Q3 2024 in Review

Kelly Financial Services sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 489 shares — an estimated $27.8K sold.

Kelly Financial Services first reported a position in ES in Q1 2019 and held it in 22 quarters. The position peaked at $429K in Q2 2021. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Kelly Financial Services reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 489 Eversource Energy shares in Q3 2024, an estimated $27.8K.
  • Kelly Financial Services first reported a position in Eversource Energy in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Eversource Energy position peaked at $429K in Q2 2021.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.