Acima Private Wealth’s Eversource Energy ES Stock Holding History

Acima Private Wealth’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 Q4	–	Sell	-1,800	Closed	-$104K	–	244
2023 Q3	$105K	Sell	1,800 -2,000	-53%	-$133K	0.05%	143
2023 Q2	$269K	Hold	3,800	–	–	0.13%	111
2023 Q1	$297K	Hold	3,800	–	–	0.15%	102
2022 Q4	$319K	Hold	3,800	–	–	0.16%	98
2022 Q3	$296K	Hold	3,800	–	–	0.15%	96
2022 Q2	$321K	Hold	3,800	–	–	0.16%	97
2022 Q1	$335K	Hold	3,800	–	–	0.15%	104
2021 Q4	$346K	Hold	3,800	–	–	0.15%	105
2021 Q3	$311K	Hold	3,800	–	–	0.14%	102
2021 Q2	$305K	Hold	3,800	–	–	0.14%	106
2021 Q1	$329K	Hold	3,800	–	–	0.16%	97
2020 Q4	$329K	Hold	3,800	–	–	0.17%	93
2020 Q3	$317K	Hold	3,800	–	–	0.19%	86
2020 Q2	$316K	Hold	3,800	–	–	0.2%	89
2020 Q1	$297K	Hold	3,800	–	–	0.23%	86
2019 Q4	$323K	Hold	3,800	–	–	0.22%	99
2019 Q3	$324K	Hold	3,800	–	–	0.25%	92
2019 Q2	$288K	Hold	3,800	–	–	0.23%	96
2019 Q1	$270K	Hold	3,800	–	–	0.23%	97
2018 Q4	$247K	Buy	+3,800	New	+$248K	0.24%	95

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return