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Kingswood Wealth Advisors’s Eversource Energy ES Stock Holding History

Kingswood Wealth Advisors’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
-10,673
Closed -$726K – 829
2024
Q3 		$726K Buy
10,673
+2
+0% +$129 0.05% 360
2024
Q2 		$605K Sell
10,671
-495
-4% -$29.3K 0.05% 339
2024
Q1 		$667K Sell
11,166
-867
-7% -$49.8K 0.08% 277
2023
Q4 		$743K Buy
+12,033
New +$694K 0.08% 258

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

Kingswood Wealth Advisors's ES Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 10,673 shares — an estimated $726K sold.

Kingswood Wealth Advisors first reported a position in ES in Q4 2023 and held it in 4 quarters. The position peaked at $743K in Q4 2023. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,673 Eversource Energy shares in Q4 2024, an estimated $726K.
  • Kingswood Wealth Advisors first reported a position in Eversource Energy in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Eversource Energy position peaked at $743K in Q4 2023.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.