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Operose Advisors’s Eversource Energy ES Stock Holding History

Operose 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
Q4 		– Sell
-118
Closed -$8.03K – 508
2024
Q3 		$8.03K Hold
118
– – ﹤0.01% 517
2024
Q2 		$6.69K Hold
118
– – ﹤0.01% 483
2024
Q1 		$7.05K Hold
118
– – ﹤0.01% 519
2023
Q4 		$7.28K Hold
118
– – ﹤0.01% 496
2023
Q3 		$6.86K Buy
+118
New +$7.87K ﹤0.01% 626

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

Operose Advisors's ES Position: Q4 2024 in Review

Operose Advisors sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 118 shares — an estimated $8.03K sold.

Operose Advisors first reported a position in ES in Q3 2023 and held it in 5 quarters. The position peaked at $8.03K in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Operose Advisors reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 118 Eversource Energy shares in Q4 2024, an estimated $8.03K.
  • Operose Advisors first reported a position in Eversource Energy in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Eversource Energy position peaked at $8.03K in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.