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Turtle Creek Wealth Advisors’s Eversource Energy ES Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-113
Closed -$6.97K – 393
2023
Q4 		$6.97K Buy
+113
New +$6.51K ﹤0.01% 594

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Turtle Creek Wealth Advisors's ES Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 113 shares — an estimated $6.97K sold.

Turtle Creek Wealth Advisors first reported a position in ES in Q4 2023 and held it in 1 quarter. The position peaked at $6.97K in Q4 2023. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 113 Eversource Energy shares in Q1 2024, an estimated $6.97K.
  • Turtle Creek Wealth Advisors first reported a position in Eversource Energy in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Eversource Energy position peaked at $6.97K in Q4 2023.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.