AWM
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Accel Wealth Management’s Eversource Energy ES Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-1,881
Closed -$147K – 380
2023
Q1 		$147K Buy
1,881
+11
+0.6% +$869 0.06% 260
2022
Q4 		$157K Buy
1,870
+9
+0.5% +$714 0.08% 184
2022
Q3 		$151K Buy
1,861
+10
+0.5% +$881 0.08% 194
2022
Q2 		$155K Buy
1,851
+9
+0.5% +$800 0.09% 171
2022
Q1 		$165K Buy
1,842
+9
+0.5% +$770 0.09% 183
2021
Q4 		$167K Buy
1,833
+8
+0.4% +$688 0.08% 184
2021
Q3 		$149K Buy
1,825
+9
+0.5% +$781 0.1% 168
2021
Q2 		$146K Buy
1,816
+9
+0.5% +$758 0.1% 186
2021
Q1 		$156K Buy
1,807
+8
+0.4% +$679 0.13% 161
2020
Q4 		$156K Buy
+1,799
New +$160K 0.15% 147

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accel Wealth Management's ES Position: Q2 2023 in Review

Accel Wealth Management sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 1,881 shares — an estimated $147K sold.

Accel Wealth Management first reported a position in ES in Q4 2020 and held it in 10 quarters. The position peaked at $167K in Q4 2021. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Accel Wealth Management reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,881 Eversource Energy shares in Q2 2023, an estimated $147K.
  • Accel Wealth Management first reported a position in Eversource Energy in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Eversource Energy position peaked at $167K in Q4 2021.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.