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Ritholtz Wealth Management’s Eversource Energy ES Stock Holding History

Ritholtz Wealth Management’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
2022
Q4 		– Sell
-5,655
Closed -$441K – 629
2022
Q3 		$441K Buy
+5,655
New +$498K 0.02% 429

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ritholtz Wealth Management's ES Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Eversource Energy (ES) in Q4 2022, closing a stake of 5,655 shares — an estimated $441K sold.

Ritholtz Wealth Management first reported a position in ES in Q3 2022 and held it in 1 quarter. The position peaked at $441K in Q3 2022. 872 funds tracked by Wall St. Rank hold ES as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Eversource Energy position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,655 Eversource Energy shares in Q4 2022, an estimated $441K.
  • Ritholtz Wealth Management first reported a position in Eversource Energy in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Eversource Energy position peaked at $441K in Q3 2022.
  • 872 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.