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Sanctuary Wealth Management’s Eversource Energy ES Stock Holding History

Sanctuary 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
Q4 		$41.3K Hold
719
– – 0.03% 98
2024
Q3 		$48.9K Hold
719
– – 0.04% 102
2024
Q2 		$40.8K Hold
719
– – 0.03% 96
2024
Q1 		$43K Hold
719
– – 0.04% 95
2023
Q4 		$44.4K Sell
719
-544
-43% -$31.4K 0.04% 92
2023
Q3 		$73.4K Hold
1,263
– – 0.08% 62
2023
Q2 		$89.6K Buy
+1,263
New +$94.1K 0.09% 55
2022
Q4 		$106K Buy
+1,263
New +$100K 0.12% 42

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

Sanctuary Wealth Management's ES Position: Q4 2024 in Review

Sanctuary Wealth Management held its Eversource Energy (ES) position steady in Q4 2024 at 719 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #98.

Sanctuary Wealth Management first reported a position in ES in Q4 2022 and has held it in 8 quarters since. The position peaked at $106K in Q4 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Sanctuary Wealth Management held 719 shares of Eversource Energy worth $41.3K as of Q4 2024.
  • Sanctuary Wealth Management left its Eversource Energy share count unchanged in Q4 2024.
  • Eversource Energy made up 0.03% of Sanctuary Wealth Management's portfolio in Q4 2024, its #98 holding.
  • Sanctuary Wealth Management first reported a position in Eversource Energy in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Eversource Energy position peaked at $106K in Q4 2022.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.