Affiance Financial’s Eversource Energy ES Stock Holding History

Affiance Financial’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 Q1	–	Sell	-28	Closed	-$2.35K	–	193
2022 Q4	$2.35K	Buy	+28	New	+$2.22K	﹤0.01%	371

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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Affiance Financial's ES Position: Q1 2023 in Review

Affiance Financial sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 28 shares — an estimated $2.35K sold.

Affiance Financial first reported a position in ES in Q4 2022 and held it in 1 quarter. The position peaked at $2.35K in Q4 2022. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

Affiance Financial reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 28 Eversource Energy shares in Q1 2023, an estimated $2.35K.
Affiance Financial first reported a position in Eversource Energy in Q4 2022 and held it in 1 quarter.
Affiance Financial's Eversource Energy position peaked at $2.35K in Q4 2022.
863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.