Tradition Wealth Management’s Eversource Energy ES Stock Holding History

Tradition Wealth Management’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	-533	Closed	-$33K	–	628
2023 Q4	$33K	Sell	533 -24	-4%	-$1.38K	﹤0.01%	718
2023 Q3	$32K	Sell	557 -9	-2%	-$600	﹤0.01%	709
2023 Q2	$40K	Sell	566 -25	-4%	-$1.86K	﹤0.01%	695
2023 Q1	$46K	Buy	591 +28	+5%	+$2.21K	0.01%	629
2022 Q4	$47K	Sell	563 -13	-2%	-$1.03K	0.01%	540
2022 Q3	$45K	Buy	576 +6	+1%	+$529	0.01%	531
2022 Q2	$48K	Hold	570	–	–	0.01%	462
2022 Q1	$50K	Sell	570 -5	-0.9%	-$428	0.01%	517
2021 Q4	$52K	Buy	575 +5	+0.9%	+$430	0.01%	516
2021 Q3	$47K	Hold	570	–	–	0.01%	521
2021 Q2	$46K	Hold	570	–	–	0.01%	548
2021 Q1	$49K	Hold	570	–	–	0.01%	439
2020 Q4	$49K	Buy	+570	New	+$50.8K	0.01%	418

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

Tradition Wealth Management's ES Position: Q1 2024 in Review

Tradition Wealth Management sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 533 shares — an estimated $33K sold.

Tradition Wealth Management first reported a position in ES in Q4 2020 and held it in 13 quarters. The position peaked at $52K in Q4 2021. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

Tradition Wealth Management reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 533 Eversource Energy shares in Q1 2024, an estimated $33K.
Tradition Wealth Management first reported a position in Eversource Energy in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Eversource Energy position peaked at $52K in Q4 2021.
815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.