VitalStone Financial’s Eversource Energy ES Stock Holding History

VitalStone Financial’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
2023 Q3	–	Sell	-11	Closed	-$1K	–	494
2023 Q2	$1K	Buy	+11	New	+$819	﹤0.01%	839

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VitalStone Financial's ES Position: Q3 2023 in Review

VitalStone Financial sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 11 shares — an estimated $1K sold.

VitalStone Financial first reported a position in ES in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

VitalStone Financial reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 11 Eversource Energy shares in Q3 2023, an estimated $1K.
VitalStone Financial first reported a position in Eversource Energy in Q2 2023 and held it in 1 quarter.
VitalStone Financial's Eversource Energy position peaked at $1K in Q2 2023.
803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.