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Ruedi Wealth Management’s Eversource Energy ES Stock Holding History

Ruedi 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
2024
Q3 		– Sell
-6
Closed -$340 – 400
2024
Q2 		$340 Buy
+6
New +$356 ﹤0.01% 433

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Ruedi Wealth Management's ES Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 6 shares — an estimated $340 sold.

Ruedi Wealth Management first reported a position in ES in Q2 2024 and held it in 1 quarter. The position peaked at $340 in Q2 2024. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 6 Eversource Energy shares in Q3 2024, an estimated $340.
  • Ruedi Wealth Management first reported a position in Eversource Energy in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Eversource Energy position peaked at $340 in Q2 2024.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.