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Kesler Norman & Wride’s Eversource Energy ES Stock Holding History

Kesler Norman & Wride’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
-3,897
Closed -$265K – 228
2024
Q3 		$265K Sell
3,897
-1,635
-30% -$106K 0.05% 211
2024
Q2 		$314K Sell
5,532
-876
-14% -$51.9K 0.07% 156
2024
Q1 		$383K Sell
6,408
-9,839
-61% -$566K 0.08% 135
2023
Q4 		$1M Sell
16,247
-52,255
-76% -$3.01M 0.23% 102
2023
Q3 		$3.98M Buy
68,502
+4,478
+7% +$299K 1% 35
2023
Q2 		$4.54M Buy
64,024
+2,508
+4% +$187K 1.1% 35
2023
Q1 		$4.81M Buy
61,516
+41,874
+213% +$3.31M 1.21% 29
2022
Q4 		$1.65M Buy
19,642
+8,684
+79% +$689K 0.42% 77
2022
Q3 		$854K Buy
10,958
+86
+0.8% +$7.58K 0.24% 105
2022
Q2 		$918K Buy
10,872
+93
+0.9% +$8.26K 0.25% 102
2022
Q1 		$951K Buy
10,779
+68
+0.6% +$5.82K 0.21% 104
2021
Q4 		$974K Buy
10,711
+166
+2% +$14.3K 0.21% 105
2021
Q3 		$862K Buy
10,545
+42
+0.4% +$3.65K 0.2% 112
2021
Q2 		$906K Buy
10,503
+58
+0.6% +$4.88K 0.21% 114
2021
Q1 		$904K Buy
10,445
+1,110
+12% +$94.2K 0.22% 111
2020
Q4 		$808K Buy
+9,335
New +$831K 0.23% 106

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

Kesler Norman & Wride's ES Position: Q4 2024 in Review

Kesler Norman & Wride sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 3,897 shares — an estimated $265K sold.

Kesler Norman & Wride first reported a position in ES in Q4 2020 and held it in 16 quarters. The position peaked at $4.81M in Q1 2023. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Kesler Norman & Wride reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 3,897 Eversource Energy shares in Q4 2024, an estimated $265K.
  • Kesler Norman & Wride first reported a position in Eversource Energy in Q4 2020 and held it in 16 quarters.
  • Kesler Norman & Wride's Eversource Energy position peaked at $4.81M in Q1 2023.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.