NWAG
ES icon

Net Worth Advisory Group’s Eversource Energy ES Stock Holding History

Net Worth Advisory 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
Q4 		– Sell
-3,250
Closed -$221K – 394
2024
Q3 		$221K Buy
+3,250
New +$210K 0.07% 353

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Net Worth Advisory Group's ES Position: Q4 2024 in Review

Net Worth Advisory Group sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 3,250 shares — an estimated $221K sold.

Net Worth Advisory Group first reported a position in ES in Q3 2024 and held it in 1 quarter. The position peaked at $221K in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Net Worth Advisory Group reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Net Worth Advisory Group sold 3,250 Eversource Energy shares in Q4 2024, an estimated $221K.
  • Net Worth Advisory Group first reported a position in Eversource Energy in Q3 2024 and held it in 1 quarter.
  • Net Worth Advisory Group's Eversource Energy position peaked at $221K in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Net Worth Advisory Group's 13F filing for Q4 2024, filed 7 Feb 2025.