Matthew Hamilton Rosenberg’s Eversource Energy ES Stock Holding History

Matthew Hamilton Rosenberg’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	-77	Closed	-$5.24K	–	818
2024 Q3	$5.24K	Hold	77	–	–	﹤0.01%	691
2024 Q2	$4.36K	Sell	77 -64	-45%	-$3.79K	﹤0.01%	674
2024 Q1	$8.3K	Hold	141	–	–	﹤0.01%	633
2023 Q4	$8.7K	Hold	141	–	–	﹤0.01%	629
2023 Q3	$8.2K	Buy	141 +77	+120%	+$5.13K	﹤0.01%	637
2023 Q2	$4.54K	Sell	64 -747	-92%	-$55.6K	﹤0.01%	692
2023 Q1	$63.5K	Hold	811	–	–	0.02%	411
2022 Q4	$68K	Hold	811	–	–	0.02%	388
2022 Q3	$63K	Buy	811 +64	+9%	+$5.64K	0.02%	379
2022 Q2	$65K	Hold	747	–	–	0.02%	390
2022 Q1	$66K	Buy	+747	New	+$63.9K	0.02%	391
2021 Q3	–	Sell	-600	Closed	-$48K	–	693
2021 Q2	$48K	Hold	600	–	–	0.03%	366
2021 Q1	$52K	Buy	+600	New	+$50.9K	0.03%	341

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's ES Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 77 shares — an estimated $5.24K sold.

Matthew Hamilton Rosenberg first reported a position in ES in Q1 2021 and held it in 13 quarters. The position peaked at $68K in Q4 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

Matthew Hamilton Rosenberg reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 77 Eversource Energy shares in Q4 2024, an estimated $5.24K.
Matthew Hamilton Rosenberg first reported a position in Eversource Energy in Q1 2021 and held it in 13 quarters.
Matthew Hamilton Rosenberg's Eversource Energy position peaked at $68K in Q4 2022.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.