Waldron Private Wealth’s Eversource Energy ES Stock Holding History

Waldron Private Wealth’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	-4,018	Closed	-$248K	–	437
2023 Q4	$248K	Buy	+4,018	New	+$232K	0.01%	349

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Waldron Private Wealth's ES Position: Q1 2024 in Review

Waldron Private Wealth sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 4,018 shares — an estimated $248K sold.

Waldron Private Wealth first reported a position in ES in Q4 2023 and held it in 1 quarter. The position peaked at $248K in Q4 2023. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

Waldron Private Wealth reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
Waldron Private Wealth sold 4,018 Eversource Energy shares in Q1 2024, an estimated $248K.
Waldron Private Wealth first reported a position in Eversource Energy in Q4 2023 and held it in 1 quarter.
Waldron Private Wealth's Eversource Energy position peaked at $248K in Q4 2023.
815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Waldron Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.