Sculati Wealth Management’s Eversource Energy ES Stock Holding History

Sculati 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	–	Sell	-3,162	Closed	-$215K	–	110
2024 Q3	$215K	Buy	+3,162	New	+$204K	0.09%	104
2023 Q3	–	Sell	-3,162	Closed	-$224K	–	102
2023 Q2	$224K	Hold	3,162	–	–	0.11%	95
2023 Q1	$247K	Hold	3,162	–	–	0.13%	98
2022 Q4	$265K	Hold	3,162	–	–	0.15%	92
2022 Q3	$247K	Hold	3,162	–	–	0.15%	100
2022 Q2	$267K	Hold	3,162	–	–	0.15%	99
2022 Q1	$279K	Hold	3,162	–	–	0.14%	99
2021 Q4	$288K	Hold	3,162	–	–	0.14%	97
2021 Q3	$259K	Hold	3,162	–	–	0.14%	98
2021 Q2	$254K	Sell	3,162 -2,801	-47%	-$236K	0.13%	97
2021 Q1	$516K	Buy	+5,963	New	+$506K	0.3%	85

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

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

Sculati Wealth Management sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 3,162 shares — an estimated $215K sold.

Sculati Wealth Management first reported a position in ES in Q1 2021 and held it in 11 quarters. The position peaked at $516K in Q1 2021. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

Sculati Wealth Management reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
Sculati Wealth Management sold 3,162 Eversource Energy shares in Q4 2024, an estimated $215K.
Sculati Wealth Management first reported a position in Eversource Energy in Q1 2021 and held it in 11 quarters.
Sculati Wealth Management's Eversource Energy position peaked at $516K in Q1 2021.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Sculati Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.