Riverview Trust Company’s Eversource Energy ES Stock Holding History

Riverview Trust Company’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 Q4	–	Sell	-15	Closed	-$1.02K	–	861
2024 Q3	$1.02K	Buy	+15	New	+$969	﹤0.01%	626
2023 Q4	–	Sell	-1,001	Closed	-$58.2K	–	263
2023 Q3	$58.2K	Buy	+1,001	New	+$66.7K	0.05%	219
2023 Q2	–	Sell	-181	Closed	-$14.2K	–	698
2023 Q1	$14.2K	Buy	+181	New	+$14.3K	0.01%	520
2022 Q4	–	Sell	-372	Closed	-$29K	–	765
2022 Q3	$29K	Hold	372	–	–	0.03%	282
2022 Q2	$31K	Hold	372	–	–	0.03%	277
2022 Q1	$33K	Buy	+372	New	+$31.8K	0.02%	285
2020 Q4	–	Sell	-490	Closed	-$41K	–	227
2020 Q3	$41K	Hold	490	–	–	0.05%	159
2020 Q2	$41K	Hold	490	–	–	0.04%	160
2020 Q1	$38K	Buy	490 +97	+25%	+$8.51K	0.04%	157
2019 Q4	$33K	Sell	393 -228	-37%	-$19K	0.02%	200
2019 Q3	$53K	Hold	621	–	–	0.04%	160
2019 Q2	$47K	Hold	621	–	–	0.03%	159
2019 Q1	$44K	Hold	621	–	–	0.03%	158
2018 Q4	$40K	Buy	+621	New	+$40.5K	0.03%	160

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Riverview Trust Company's ES Position: Q4 2024 in Review

Riverview Trust Company sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 15 shares — an estimated $1.02K sold.

Riverview Trust Company first reported a position in ES in Q4 2018 and held it in 14 quarters. The position peaked at $58.2K in Q3 2023. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

Riverview Trust Company reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
Riverview Trust Company sold 15 Eversource Energy shares in Q4 2024, an estimated $1.02K.
Riverview Trust Company first reported a position in Eversource Energy in Q4 2018 and held it in 14 quarters.
Riverview Trust Company's Eversource Energy position peaked at $58.2K in Q3 2023.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.