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Adams Wealth Management’s Eversource Energy ES Stock Holding History

Adams 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
2020
Q4 		– Sell
-470
Closed -$39K – 157
2020
Q3 		$39K Buy
+470
New +$40.2K 0.03% 116

Other funds holding ES

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Adams Wealth Management's ES Position: Q4 2020 in Review

Adams Wealth Management sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 470 shares — an estimated $39K sold.

Adams Wealth Management first reported a position in ES in Q3 2020 and held it in 1 quarter. The position peaked at $39K in Q3 2020. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Adams Wealth Management reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 470 Eversource Energy shares in Q4 2020, an estimated $39K.
  • Adams Wealth Management first reported a position in Eversource Energy in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Eversource Energy position peaked at $39K in Q3 2020.
  • 807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.