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Retirement Group’s Eversource Energy ES Stock Holding History

Retirement 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 		$2.15K Hold
36
– – ﹤0.01% 650
2023
Q4 		$2.22K Buy
+36
New +$2.08K ﹤0.01% 635
2022
Q3 		– Sell
-146
Closed -$12K – 576
2022
Q2 		$12K Hold
146
– – 0.01% 406
2022
Q1 		$13K Buy
146
+29
+25% +$2.48K 0.01% 412
2021
Q4 		$11K Buy
+117
New +$10.1K ﹤0.01% 407

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

Retirement Group's ES Position: Q1 2024 in Review

Retirement Group held its Eversource Energy (ES) position steady in Q1 2024 at 36 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Retirement Group first reported a position in ES in Q4 2021 and has held it in 5 quarters since. The position peaked at $13K in Q1 2022. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • Retirement Group held 36 shares of Eversource Energy worth $2.15K as of Q1 2024.
  • Retirement Group left its Eversource Energy share count unchanged in Q1 2024.
  • Eversource Energy made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #650 holding.
  • Retirement Group first reported a position in Eversource Energy in Q4 2021 and has held it in 5 quarters since.
  • Retirement Group's Eversource Energy position peaked at $13K in Q1 2022.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.