UWS
ES icon

Unique Wealth Strategies’s Eversource Energy ES Stock Holding History

Unique Wealth Strategies’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
-83
Closed -$4.96K – 356
2024
Q2 		$4.96K Buy
+83
New +$4.92K ﹤0.01% 389

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Unique Wealth Strategies's ES Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 83 shares — an estimated $4.96K sold.

Unique Wealth Strategies first reported a position in ES in Q2 2024 and held it in 1 quarter. The position peaked at $4.96K in Q2 2024. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 83 Eversource Energy shares in Q3 2024, an estimated $4.96K.
  • Unique Wealth Strategies first reported a position in Eversource Energy in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Eversource Energy position peaked at $4.96K in Q2 2024.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.