Kimelman & Baird’s Eversource Energy ES Stock Holding History

Kimelman & Baird’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	-98	Closed	-$5.56K	–	367
2024 Q2	$5.56K	Buy	+98	New	+$5.81K	﹤0.01%	291

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Kimelman & Baird's ES Position: Q3 2024 in Review

Kimelman & Baird sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 98 shares — an estimated $5.56K sold.

Kimelman & Baird first reported a position in ES in Q2 2024 and held it in 1 quarter. The position peaked at $5.56K in Q2 2024. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

Kimelman & Baird reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
Kimelman & Baird sold 98 Eversource Energy shares in Q3 2024, an estimated $5.56K.
Kimelman & Baird first reported a position in Eversource Energy in Q2 2024 and held it in 1 quarter.
Kimelman & Baird's Eversource Energy position peaked at $5.56K in Q2 2024.
866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Kimelman & Baird's 13F filing for Q3 2024, filed 15 Nov 2024.