SWA
ES icon

Sutton Wealth Advisors’s Eversource Energy ES Stock Holding History

Sutton Wealth 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
2023
Q3 		$7.33K Buy
126
+44
+54% +$2.93K ﹤0.01% 524
2023
Q2 		$5.82K Buy
82
+40
+95% +$2.98K ﹤0.01% 542
2023
Q1 		$3.29K Buy
42
+3
+8% +$237 ﹤0.01% 573
2022
Q4 		$3.27K Sell
39
-30
-43% -$2.38K ﹤0.01% 1152
2022
Q3 		$5.38K Sell
69
-24
-26% -$2.12K ﹤0.01% 1059
2022
Q2 		$7.86K Buy
93
+15
+19% +$1.33K ﹤0.01% 974
2022
Q1 		$6.88K Buy
78
+11
+16% +$941 ﹤0.01% 1033
2021
Q4 		$6.1K Hold
67
– – ﹤0.01% 1042
2021
Q3 		$5.48K Hold
67
– – ﹤0.01% 1041
2021
Q2 		$5.38K Hold
67
– – ﹤0.01% 1033
2021
Q1 		$5.8K Buy
67
+7
+12% +$594 ﹤0.01% 990
2020
Q4 		$5.19K Sell
60
-9
-13% -$801 ﹤0.01% 968
2020
Q3 		$5.76K Hold
69
– – ﹤0.01% 882
2020
Q2 		$5.75K Buy
69
+25
+57% +$2.07K ﹤0.01% 831
2020
Q1 		$3.44K Buy
44
+5
+13% +$439 ﹤0.01% 936
2019
Q4 		$3.32K Hold
39
– – ﹤0.01% 999
2019
Q3 		$3.33K Hold
39
– – ﹤0.01% 997
2019
Q2 		$2.96K Hold
39
– – ﹤0.01% 1004
2019
Q1 		$2.77K Hold
39
– – ﹤0.01% 1013
2018
Q4 		$2.54K Hold
39
– – ﹤0.01% 973
2018
Q3 		$2.4K Hold
39
– – ﹤0.01% 981
2018
Q2 		$2.29K Sell
39
-108
-73% -$6.22K ﹤0.01% 998
2018
Q1 		$8.66K Hold
147
– – 0.01% 849
2017
Q4 		$9.29K Hold
147
– – 0.01% 805
2017
Q3 		$8.88K Hold
147
– – 0.01% 788
2017
Q2 		$8.92K Buy
147
+40
+37% +$2.43K 0.01% 768
2017
Q1 		$6.29K Sell
107
-5
-4% -$284 0.01% 816
2016
Q4 		$6.19K Hold
112
– – 0.01% 807
2016
Q3 		$6.07K Buy
112
+95
+559% +$5.36K 0.01% 782
2016
Q2 		$1.02K Hold
17
– – ﹤0.01% 925
2016
Q1 		$992 Buy
+17
New +$927 ﹤0.01% 920

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's ES Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Eversource Energy (ES) stake by 54% in Q3 2023, buying an estimated $2.93K and bringing the position to 126 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Sutton Wealth Advisors first reported a position in ES in Q1 2016 and has held it in 31 quarters since. The position peaked at $9.29K in Q4 2017. 804 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • Sutton Wealth Advisors held 126 shares of Eversource Energy worth $7.33K as of Q3 2023.
  • Sutton Wealth Advisors bought 44 Eversource Energy shares in Q3 2023, an estimated $2.93K.
  • Eversource Energy made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #524 holding.
  • Sutton Wealth Advisors first reported a position in Eversource Energy in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Eversource Energy position peaked at $9.29K in Q4 2017.
  • 804 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.