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Legacy Investment Solutions’s Eversource Energy ES Stock Holding History

Legacy Investment Solutions’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
-211
Closed -$12.8K – 773
2024
Q3 		$12.8K Buy
+211
New +$13.6K 0.01% 274

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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

Legacy Investment Solutions's ES Position: Q4 2024 in Review

Legacy Investment Solutions sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 211 shares — an estimated $12.8K sold.

Legacy Investment Solutions first reported a position in ES in Q3 2024 and held it in 1 quarter. The position peaked at $12.8K in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Legacy Investment Solutions reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 211 Eversource Energy shares in Q4 2024, an estimated $12.8K.
  • Legacy Investment Solutions first reported a position in Eversource Energy in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's Eversource Energy position peaked at $12.8K in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.