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Nations Financial Group’s Eversource Energy ES Stock Holding History

Nations Financial Group’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
-13,250
Closed -$818K – 631
2023
Q4 		$818K Sell
13,250
-950
-7% -$54.8K 0.08% 274
2023
Q3 		$826K Sell
14,200
-206
-1% -$13.7K 0.08% 260
2023
Q2 		$1.02M Sell
14,406
-199
-1% -$14.8K 0.1% 232
2023
Q1 		$1.14M Buy
14,605
+1,023
+8% +$80.8K 0.12% 204
2022
Q4 		$1.14M Buy
+13,582
New +$1.08M 0.13% 200

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nations Financial Group's ES Position: Q1 2024 in Review

Nations Financial Group sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 13,250 shares — an estimated $818K sold.

Nations Financial Group first reported a position in ES in Q4 2022 and held it in 5 quarters. The position peaked at $1.14M in Q1 2023. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • Nations Financial Group reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • Nations Financial Group sold 13,250 Eversource Energy shares in Q1 2024, an estimated $818K.
  • Nations Financial Group first reported a position in Eversource Energy in Q4 2022 and held it in 5 quarters.
  • Nations Financial Group's Eversource Energy position peaked at $1.14M in Q1 2023.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Nations Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.