The Family Firm’s Eversource Energy ES Stock Holding History

The Family Firm’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	–	Sell	-399	Closed	-$22.6K	–	404
2024 Q2	$22.6K	Buy	+399	New	+$23.7K	0.01%	551

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

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

The Family Firm's ES Position: Q3 2024 in Review

The Family Firm sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 399 shares — an estimated $22.6K sold.

The Family Firm first reported a position in ES in Q2 2024 and held it in 1 quarter. The position peaked at $22.6K in Q2 2024. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

The Family Firm reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 399 Eversource Energy shares in Q3 2024, an estimated $22.6K.
The Family Firm first reported a position in Eversource Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Eversource Energy position peaked at $22.6K in Q2 2024.
866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.