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Valley Wealth Managers’s Eversource Energy ES Stock Holding History

Valley Wealth Managers’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
-40
Closed -$2.27K – 417
2024
Q2 		$2.27K Buy
+40
New +$2.37K ﹤0.01% 338
2023
Q2 		– Sell
-119
Closed -$9.31K – 348
2023
Q1 		$9.31K Buy
+119
New +$9.4K ﹤0.01% 289
2022
Q4 		– Sell
-36
Closed -$2.85K – 397
2022
Q3 		$3K Hold
36
– – ﹤0.01% 354
2022
Q2 		$3K Buy
+36
New +$3.2K ﹤0.01% 367

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

Valley Wealth Managers's ES Position: Q3 2024 in Review

Valley Wealth Managers sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 40 shares — an estimated $2.27K sold.

Valley Wealth Managers first reported a position in ES in Q2 2022 and held it in 4 quarters. The position peaked at $9.31K in Q1 2023. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Valley Wealth Managers reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 40 Eversource Energy shares in Q3 2024, an estimated $2.27K.
  • Valley Wealth Managers first reported a position in Eversource Energy in Q2 2022 and held it in 4 quarters.
  • Valley Wealth Managers's Eversource Energy position peaked at $9.31K in Q1 2023.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.