Sheaff Brock Investment Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,939
| Closed | -$594K | – | 479 |
|
|
2024
Q1 | $594K | Sell |
9,939
-860
| -8% | -$49.4K | 0.04% | 266 |
|
|
2023
Q4 | $666K | Hold |
10,799
| – | – | 0.05% | 227 |
|
|
2023
Q3 | $628K | Hold |
10,799
| – | – | 0.06% | 213 |
|
|
2023
Q2 | $766K | Sell |
10,799
-5,000
| -32% | -$372K | 0.06% | 198 |
|
|
2023
Q1 | $1.24M | Hold |
15,799
| – | – | 0.11% | 142 |
|
|
2022
Q4 | $1.32M | Hold |
15,799
| – | – | 0.13% | 128 |
|
|
2022
Q3 | $1.23M | Hold |
15,799
| – | – | 0.13% | 121 |
|
|
2022
Q2 | $1.33M | Hold |
15,799
| – | – | 0.11% | 117 |
|
|
2022
Q1 | $1.39M | Hold |
15,799
| – | – | 0.1% | 140 |
|
|
2021
Q4 | $1.44M | Hold |
15,799
| – | – | 0.1% | 143 |
|
|
2021
Q3 | $1.29M | Hold |
15,799
| – | – | 0.09% | 150 |
|
|
2021
Q2 | $1.27M | Hold |
15,799
| – | – | 0.09% | 140 |
|
|
2021
Q1 | $1.37M | Hold |
15,799
| – | – | 0.11% | 120 |
|
|
2020
Q4 | $1.37M | Hold |
15,799
| – | – | 0.11% | 112 |
|
|
2020
Q3 | $1.32M | Hold |
15,799
| – | – | 0.12% | 110 |
|
|
2020
Q2 | $1.32M | Hold |
15,799
| – | – | 0.13% | 99 |
|
|
2020
Q1 | $1.24M | Hold |
15,799
| – | – | 0.16% | 85 |
|
|
2019
Q4 | $1.34M | Hold |
15,799
| – | – | 0.13% | 105 |
|
|
2019
Q3 | $1.35M | Hold |
15,799
| – | – | 0.15% | 104 |
|
|
2019
Q2 | $1.2M | Hold |
15,799
| – | – | 0.13% | 111 |
|
|
2019
Q1 | $1.12M | Hold |
15,799
| – | – | 0.14% | 116 |
|
|
2018
Q4 | $1.03M | Sell |
15,799
-40
| -0.3% | -$2.61K | 0.16% | 112 |
|
|
2018
Q3 | $973K | Hold |
15,839
| – | – | 0.09% | 164 |
|
|
2018
Q2 | $928K | Sell |
15,839
-84
| -0.5% | -$4.83K | 0.09% | 170 |
|
|
2018
Q1 | $938K | Hold |
15,923
| – | – | 0.1% | 164 |
|
|
2017
Q4 | $1.01M | Sell |
15,923
-3,394
| -18% | -$215K | 0.13% | 151 |
|
|
2017
Q3 | $1.17M | Buy |
19,317
+24
| +0.1% | +$1.48K | 0.15% | 123 |
|
|
2017
Q2 | $1.17M | Buy |
19,293
+197
| +1% | +$12K | 0.15% | 126 |
|
|
2017
Q1 | $1.12M | Buy |
19,096
+11
| +0.1% | +$625 | 0.15% | 131 |
|
|
2016
Q4 | $1.05M | Buy |
19,085
+3,246
| +20% | +$173K | 0.13% | 146 |
|
|
2016
Q3 | $858K | Sell |
15,839
-4,058
| -20% | -$229K | 0.11% | 184 |
|
|
2016
Q2 | $1.19M | Sell |
19,897
-99,259
| -83% | -$5.61M | 0.15% | 145 |
|
|
2016
Q1 | $6.95M | Sell |
119,156
-7,615
| -6% | -$415K | 0.85% | 23 |
|
|
2015
Q4 | $6.47M | Buy |
+126,771
| New | +$6.45M | 0.73% | 24 |
|
Other funds holding ES
ZP
MAM
Sheaff Brock Investment Advisors's ES Position: Q2 2024 in Review
Sheaff Brock Investment Advisors sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 9,939 shares — an estimated $594K sold.
Sheaff Brock Investment Advisors first reported a position in ES in Q4 2015 and held it in 34 quarters. The position peaked at $6.95M in Q1 2016. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.
- Sheaff Brock Investment Advisors reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
- Sheaff Brock Investment Advisors sold 9,939 Eversource Energy shares in Q2 2024, an estimated $594K.
- Sheaff Brock Investment Advisors first reported a position in Eversource Energy in Q4 2015 and held it in 34 quarters.
- Sheaff Brock Investment Advisors's Eversource Energy position peaked at $6.95M in Q1 2016.
- 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.
Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.