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Ritter Daniher Financial Advisory’s Eversource Energy ES Stock Holding History

Ritter Daniher Financial Advisory’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
-300
Closed -$17.9K – 312
2024
Q1 		$17.9K Hold
300
– – 0.01% 201
2023
Q4 		$18.5K Hold
300
– – 0.01% 203
2023
Q3 		$17.4K Buy
+300
New +$20K 0.01% 202

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

Ritter Daniher Financial Advisory's ES Position: Q2 2024 in Review

Ritter Daniher Financial Advisory sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 300 shares — an estimated $17.9K sold.

Ritter Daniher Financial Advisory first reported a position in ES in Q3 2023 and held it in 3 quarters. The position peaked at $18.5K in Q4 2023. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • Ritter Daniher Financial Advisory reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 300 Eversource Energy shares in Q2 2024, an estimated $17.9K.
  • Ritter Daniher Financial Advisory first reported a position in Eversource Energy in Q3 2023 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Eversource Energy position peaked at $18.5K in Q4 2023.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.