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Resurgent Financial Advisors’s Eversource Energy ES Stock Holding History

Resurgent Financial 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
2023
Q4 		– Sell
-627
Closed -$36.5K – 510
2023
Q3 		$36.5K Buy
627
+165
+36% +$11K 0.02% 376
2023
Q2 		$32.8K Sell
462
-9
-2% -$670 0.02% 411
2023
Q1 		$36.9K Buy
471
+149
+46% +$11.8K 0.02% 387
2022
Q4 		$27K Buy
+322
New +$25.5K 0.01% 560

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Resurgent Financial Advisors's ES Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 627 shares — an estimated $36.5K sold.

Resurgent Financial Advisors first reported a position in ES in Q4 2022 and held it in 4 quarters. The position peaked at $36.9K in Q1 2023. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 627 Eversource Energy shares in Q4 2023, an estimated $36.5K.
  • Resurgent Financial Advisors first reported a position in Eversource Energy in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Eversource Energy position peaked at $36.9K in Q1 2023.
  • 818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.