Moneta Group Investment Advisors’s Eversource Energy ES Stock Holding History

Moneta Group Investment 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
2024 Q1	–	Sell	-3,502	Closed	-$216K	–	616
2023 Q4	$216K	Sell	3,502 -6,972	-67%	-$402K	﹤0.01%	519
2023 Q3	$609K	Buy	10,474 +131	+1%	+$8.73K	0.01%	283
2023 Q2	$734K	Buy	10,343 +396	+4%	+$29.5K	0.02%	265
2023 Q1	$778K	Sell	9,947 -2,806	-22%	-$222K	0.02%	249
2022 Q4	$1.05M	Buy	12,753 +298	+2%	+$23.6K	0.03%	200
2022 Q3	$971K	Sell	12,455 -1,005	-7%	-$88.6K	0.04%	192
2022 Q2	$1.14M	Buy	13,460 +998	+8%	+$88.7K	0.04%	190
2022 Q1	$1.1M	Sell	12,462 -805	-6%	-$68.8K	0.04%	190
2021 Q4	$1.21M	Buy	13,267 +4,803	+57%	+$413K	0.05%	186
2021 Q3	$692K	Sell	8,464 -6,379	-43%	-$554K	0.03%	236
2021 Q2	$1.19M	Buy	14,843 +7,071	+91%	+$595K	0.05%	178
2021 Q1	$673K	Buy	7,772 +4,154	+115%	+$353K	0.04%	217
2020 Q4	$313K	Buy	+3,618	New	+$322K	0.02%	251
2018 Q1	–	Sell	-9	Closed	-$1K	–	644
2017 Q4	$1K	Buy	+9	New	+$569	﹤0.01%	416

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's ES Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 3,502 shares — an estimated $216K sold.

Moneta Group Investment Advisors first reported a position in ES in Q4 2017 and held it in 14 quarters. The position peaked at $1.21M in Q4 2021. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

Moneta Group Investment Advisors reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,502 Eversource Energy shares in Q1 2024, an estimated $216K.
Moneta Group Investment Advisors first reported a position in Eversource Energy in Q4 2017 and held it in 14 quarters.
Moneta Group Investment Advisors's Eversource Energy position peaked at $1.21M in Q4 2021.
815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.