StoneX Group’s Eversource Energy ES Stock Holding History

StoneX Group’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	-3,124	Closed	-$213K	–	875
2024 Q3	$213K	Buy	+3,124	New	+$202K	0.1%	302
2017 Q3	–	Sell	-13,525	Closed	-$821K	–	231
2017 Q2	$821K	Buy	+13,525	New	+$821K	0.26%	139

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

StoneX Group's ES Position: Q4 2024 in Review

StoneX Group sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 3,124 shares — an estimated $213K sold.

StoneX Group first reported a position in ES in Q2 2017 and held it in 2 quarters. The position peaked at $821K in Q2 2017. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

StoneX Group reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
StoneX Group sold 3,124 Eversource Energy shares in Q4 2024, an estimated $213K.
StoneX Group first reported a position in Eversource Energy in Q2 2017 and held it in 2 quarters.
StoneX Group's Eversource Energy position peaked at $821K in Q2 2017.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.