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Laffer Tengler Investments’s Eversource Energy ES Stock Holding History

Laffer Tengler Investments’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
-252
Closed -$14.3K – 235
2024
Q2 		$14.3K Buy
+252
New +$14.9K ﹤0.01% 289
2016
Q4 		– Sell
-20,667
Closed -$1.12M – 240
2016
Q3 		$1.12M Hold
20,667
– – 0.31% 135
2016
Q2 		$1.24M Buy
+20,667
New +$1.17M 0.35% 114
2013
Q3 		– Sell
-66,455
Closed -$2.79M – 267
2013
Q2 		$2.79M Buy
+66,455
New +$2.87M 0.55% 71

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

Laffer Tengler Investments's ES Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 252 shares — an estimated $14.3K sold.

Laffer Tengler Investments first reported a position in ES in Q2 2013 and held it in 4 quarters. The position peaked at $2.79M in Q2 2013. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 252 Eversource Energy shares in Q3 2024, an estimated $14.3K.
  • Laffer Tengler Investments first reported a position in Eversource Energy in Q2 2013 and held it in 4 quarters.
  • Laffer Tengler Investments's Eversource Energy position peaked at $2.79M in Q2 2013.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.