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Moran Wealth Management’s Eversource Energy ES Stock Holding History

Moran Wealth Management’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
Q3 		– Sell
-116,646
Closed -$8.27M – 382
2023
Q2 		$8.27M Sell
116,646
-4,693
-4% -$349K 0.31% 116
2023
Q1 		$9.5M Buy
121,339
+27,847
+30% +$2.2M 0.36% 104
2022
Q4 		$7.84M Buy
+93,492
New +$7.41M 0.3% 107

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moran Wealth Management's ES Position: Q3 2023 in Review

Moran Wealth Management sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 116,646 shares — an estimated $8.27M sold.

Moran Wealth Management first reported a position in ES in Q4 2022 and held it in 3 quarters. The position peaked at $9.5M in Q1 2023. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • Moran Wealth Management reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 116,646 Eversource Energy shares in Q3 2023, an estimated $8.27M.
  • Moran Wealth Management first reported a position in Eversource Energy in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Eversource Energy position peaked at $9.5M in Q1 2023.
  • 803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.