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Widmann Financial Services’s Eversource Energy ES Stock Holding History

Widmann Financial Services’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
-1,770
Closed -$100K – 114
2024
Q2 		$100K Buy
+1,770
New +$105K 0.08% 132
2022
Q1 		– Sell
-1,770
Closed -$161K – 197
2021
Q4 		$161K Buy
+1,770
New +$152K 0.13% 96

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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

Widmann Financial Services's ES Position: Q3 2024 in Review

Widmann Financial Services sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 1,770 shares — an estimated $100K sold.

Widmann Financial Services first reported a position in ES in Q4 2021 and held it in 2 quarters. The position peaked at $161K in Q4 2021. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Widmann Financial Services reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Widmann Financial Services sold 1,770 Eversource Energy shares in Q3 2024, an estimated $100K.
  • Widmann Financial Services first reported a position in Eversource Energy in Q4 2021 and held it in 2 quarters.
  • Widmann Financial Services's Eversource Energy position peaked at $161K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Widmann Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.