TFO Wealth Partners’s Eversource Energy ES Stock Holding History

TFO Wealth 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
2024 Q1	–	Sell	-8	Closed	-$494	–	846
2023 Q4	$494	Hold	8	–	–	﹤0.01%	335
2023 Q3	$567	Buy	+8	New	+$533	﹤0.01%	424

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's ES Position: Q1 2024 in Review

TFO Wealth Partners sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 8 shares — an estimated $494 sold.

TFO Wealth Partners first reported a position in ES in Q3 2023 and held it in 2 quarters. The position peaked at $567 in Q3 2023. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

TFO Wealth Partners reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 8 Eversource Energy shares in Q1 2024, an estimated $494.
TFO Wealth Partners first reported a position in Eversource Energy in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Eversource Energy position peaked at $567 in Q3 2023.
815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.