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Mayflower Financial Advisors’s Eversource Energy ES Stock Holding History

Mayflower Financial 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
2023
Q4 		– Sell
-3,613
Closed -$210K – 348
2023
Q3 		$210K Sell
3,613
-307
-8% -$20.5K 0.03% 310
2023
Q2 		$278K Buy
3,920
+102
+3% +$7.6K 0.04% 281
2023
Q1 		$299K Buy
3,818
+8
+0.2% +$632 0.04% 268
2022
Q4 		$319K Buy
3,810
+282
+8% +$22.4K 0.04% 257
2022
Q3 		$275K Sell
3,528
-1
-0% -$88 0.04% 260
2022
Q2 		$298K Buy
3,529
+47
+1% +$4.18K 0.05% 248
2022
Q1 		$307K Buy
3,482
+153
+5% +$13.1K 0.04% 267
2021
Q4 		$303K Buy
3,329
+22
+0.7% +$1.89K 0.04% 266
2021
Q3 		$285K Sell
3,307
-117
-3% -$10.2K 0.04% 266
2021
Q2 		$275K Sell
3,424
-968
-22% -$81.5K 0.04% 258
2021
Q1 		$380K Sell
4,392
-43
-1% -$3.65K 0.06% 198
2020
Q4 		$384K Buy
+4,435
New +$395K 0.07% 168

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mayflower Financial Advisors's ES Position: Q4 2023 in Review

Mayflower Financial Advisors sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 3,613 shares — an estimated $210K sold.

Mayflower Financial Advisors first reported a position in ES in Q4 2020 and held it in 12 quarters. The position peaked at $384K in Q4 2020. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Mayflower Financial Advisors reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
  • Mayflower Financial Advisors sold 3,613 Eversource Energy shares in Q4 2023, an estimated $210K.
  • Mayflower Financial Advisors first reported a position in Eversource Energy in Q4 2020 and held it in 12 quarters.
  • Mayflower Financial Advisors's Eversource Energy position peaked at $384K in Q4 2020.
  • 818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Mayflower Financial Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.