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Triad Wealth Partners’s Eversource Energy ES Stock Holding History

Triad 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
Q3 		– Sell
-33
Closed -$1.87K – 310
2024
Q2 		$1.87K Buy
+33
New +$1.96K ﹤0.01% 772

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Triad Wealth Partners's ES Position: Q3 2024 in Review

Triad Wealth Partners sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 33 shares — an estimated $1.87K sold.

Triad Wealth Partners first reported a position in ES in Q2 2024 and held it in 1 quarter. The position peaked at $1.87K in Q2 2024. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Triad Wealth Partners reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 33 Eversource Energy shares in Q3 2024, an estimated $1.87K.
  • Triad Wealth Partners first reported a position in Eversource Energy in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Eversource Energy position peaked at $1.87K in Q2 2024.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.