SA
ES icon

SpiderRock Advisors’s Eversource Energy ES Stock Holding History

SpiderRock Advisors’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 		$569K Buy
8,360
+3,746
+81% +$242K 0.01% 597
2024
Q2 		$262K Buy
4,614
+137
+3% +$8.12K 0.01% 690
2024
Q1 		$264K Buy
+4,477
New +$257K 0.01% 645

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
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

SpiderRock Advisors's ES Position: Q3 2024 in Review

SpiderRock Advisors increased its Eversource Energy (ES) stake by 81% in Q3 2024, buying an estimated $242K and bringing the position to 8,360 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #597.

SpiderRock Advisors first reported a position in ES in Q1 2024 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • SpiderRock Advisors held 8,360 shares of Eversource Energy worth $569K as of Q3 2024.
  • SpiderRock Advisors bought 3,746 Eversource Energy shares in Q3 2024, an estimated $242K.
  • Eversource Energy made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #597 holding.
  • SpiderRock Advisors first reported a position in Eversource Energy in Q1 2024 and has held it in 3 quarters since.
  • 867 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.