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Shorepoint Capital Partners’s Eversource Energy ES Stock Holding History

Shorepoint Capital Partners’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
2023
Q4 		– Sell
-5,864
Closed -$341K – 98
2023
Q3 		$341K Buy
+5,864
New +$391K 0.1% 91

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Shorepoint Capital Partners's ES Position: Q4 2023 in Review

Shorepoint Capital Partners sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 5,864 shares — an estimated $341K sold.

Shorepoint Capital Partners first reported a position in ES in Q3 2023 and held it in 1 quarter. The position peaked at $341K in Q3 2023. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Shorepoint Capital Partners reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 5,864 Eversource Energy shares in Q4 2023, an estimated $341K.
  • Shorepoint Capital Partners first reported a position in Eversource Energy in Q3 2023 and held it in 1 quarter.
  • Shorepoint Capital Partners's Eversource Energy position peaked at $341K in Q3 2023.
  • 818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Shorepoint Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.