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Lake Street Advisors Group’s Eversource Energy ES Stock Holding History

Lake Street Advisors Group’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 		$279K Sell
4,850
-20
-0.4% -$1.25K 0.01% 473
2024
Q3 		$331K Sell
4,870
-531
-10% -$34.3K 0.02% 419
2024
Q2 		$306K Buy
5,401
+217
+4% +$12.9K 0.01% 442
2024
Q1 		$310K Buy
5,184
+117
+2% +$6.73K 0.01% 454
2023
Q4 		$313K Buy
+5,067
New +$292K 0.02% 422

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lake Street Advisors Group's ES Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Eversource Energy (ES) stake by 0.41% in Q4 2024, selling an estimated $1.25K and leaving 4,850 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #473.

Lake Street Advisors Group first reported a position in ES in Q4 2023 and has held it in 5 quarters since. The position peaked at $331K in Q3 2024. 876 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Lake Street Advisors Group held 4,850 shares of Eversource Energy worth $279K as of Q4 2024.
  • Lake Street Advisors Group sold 20 Eversource Energy shares in Q4 2024, an estimated $1.25K.
  • Eversource Energy made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #473 holding.
  • Lake Street Advisors Group first reported a position in Eversource Energy in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Eversource Energy position peaked at $331K in Q3 2024.
  • 876 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.