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Eversource Energy shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of Eversource Energy (ES) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in Eversource Energy

Tip: Access up to 7 years of quarterly data

All positions including Eversource Energy held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eversource Energy by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 4.4k 68.06
2024-06-30 $248k 4.4k 56.71
2024-03-31 $247k 4.1k 59.77

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Dynasty Wealth Management

Top funds holding Eversource Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Invesco
Goldman Sachs Group
Amundi
Morgan Stanley
American Century Companies
Nuveen Asset Management
Mitsubishi UFJ Trust & Banking Corp
Northern Trust
Bank of New York Mellon

View all funds holding Eversource Energy