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Wealth Alliance’s Eversource Energy ES Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-3,440
Closed -$234K – 510
2024
Q3 		$234K Buy
+3,440
New +$222K 0.03% 462
2024
Q2 		– Sell
-3,548
Closed -$212K – 524
2024
Q1 		$212K Sell
3,548
-1,517
-30% -$87.2K 0.03% 479
2023
Q4 		$313K Buy
5,065
+444
+10% +$25.6K 0.04% 372
2023
Q3 		$269K Buy
4,621
+1,202
+35% +$80.1K 0.04% 380
2023
Q2 		$242K Buy
+3,419
New +$255K 0.04% 433

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Alliance's ES Position: Q4 2024 in Review

Wealth Alliance sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 3,440 shares — an estimated $234K sold.

Wealth Alliance first reported a position in ES in Q2 2023 and held it in 5 quarters. The position peaked at $313K in Q4 2023. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Wealth Alliance reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 3,440 Eversource Energy shares in Q4 2024, an estimated $234K.
  • Wealth Alliance first reported a position in Eversource Energy in Q2 2023 and held it in 5 quarters.
  • Wealth Alliance's Eversource Energy position peaked at $313K in Q4 2023.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.