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West Family Investments’s Eversource Energy ES Stock Holding History

West Family Investments’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
-5,443
Closed -$336K – 265
2023
Q4 		$336K Buy
5,443
+1,748
+47% +$101K 0.11% 139
2023
Q3 		$215K Buy
+3,695
New +$246K 0.07% 200
2023
Q2 		– Sell
-3,137
Closed -$246K – 242
2023
Q1 		$246K Buy
+3,137
New +$248K 0.1% 158
2022
Q2 		– Sell
-2,674
Closed -$236K – 263
2022
Q1 		$236K Buy
+2,674
New +$229K 0.07% 233
2021
Q4 		– Sell
-2,514
Closed -$206K – 344
2021
Q3 		$206K Buy
+2,514
New +$218K 0.05% 306

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Family Investments's ES Position: Q1 2024 in Review

West Family Investments sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 5,443 shares — an estimated $336K sold.

West Family Investments first reported a position in ES in Q3 2021 and held it in 5 quarters. The position peaked at $336K in Q4 2023. 816 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • West Family Investments reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • West Family Investments sold 5,443 Eversource Energy shares in Q1 2024, an estimated $336K.
  • West Family Investments first reported a position in Eversource Energy in Q3 2021 and held it in 5 quarters.
  • West Family Investments's Eversource Energy position peaked at $336K in Q4 2023.
  • 816 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on West Family Investments's 13F filing for Q1 2024, filed 13 May 2024.