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Prestige Wealth Management Group’s Eversource Energy ES Stock Holding History

Prestige Wealth Management 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
Q2 		– Sell
-20
Closed -$1.2K – 1008
2024
Q1 		$1.2K Buy
+20
New +$1.15K ﹤0.01% 847
2023
Q4 		– Sell
-45
Closed -$2.62K – 1043
2023
Q3 		$2.62K Sell
45
-57
-56% -$3.8K ﹤0.01% 690
2023
Q2 		$7.23K Buy
102
+36
+55% +$2.68K ﹤0.01% 520
2023
Q1 		$5.17K Sell
66
-51
-44% -$4.03K ﹤0.01% 567
2022
Q4 		$9.81K Buy
117
+48
+70% +$3.81K ﹤0.01% 469
2022
Q3 		$6K Sell
69
-25
-27% -$2.2K ﹤0.01% 509
2022
Q2 		$8K Sell
94
-4
-4% -$355 ﹤0.01% 472
2022
Q1 		$8K Hold
98
– – ﹤0.01% 503
2021
Q4 		$9K Hold
98
– – ﹤0.01% 498
2021
Q3 		$8K Hold
98
– – ﹤0.01% 528
2021
Q2 		$8K Hold
98
– – ﹤0.01% 520
2021
Q1 		$8K Buy
98
+21
+27% +$1.78K ﹤0.01% 518
2020
Q4 		$6K Sell
77
-81
-51% -$7.21K ﹤0.01% 534
2020
Q3 		$14K Sell
158
-306
-66% -$26.2K ﹤0.01% 389
2020
Q2 		$38K Buy
464
+334
+257% +$27.7K 0.01% 256
2020
Q1 		$10K Buy
130
+102
+364% +$8.95K ﹤0.01% 380
2019
Q4 		$2K Hold
28
– – ﹤0.01% 494
2019
Q3 		$2K Buy
+28
New +$2.23K ﹤0.01% 482

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

Prestige Wealth Management Group's ES Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 20 shares — an estimated $1.2K sold.

Prestige Wealth Management Group first reported a position in ES in Q3 2019 and held it in 18 quarters. The position peaked at $38K in Q2 2020. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • Prestige Wealth Management Group reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 20 Eversource Energy shares in Q2 2024, an estimated $1.2K.
  • Prestige Wealth Management Group first reported a position in Eversource Energy in Q3 2019 and held it in 18 quarters.
  • Prestige Wealth Management Group's Eversource Energy position peaked at $38K in Q2 2020.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.