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Ahrens Investment Partners’s Eversource Energy ES Stock Holding History

Ahrens Investment Partners’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 		$33.3K Buy
+425
New +$33.6K 0.02% 388
2022
Q3 		– Sell
-425
Closed -$36K – 392
2022
Q2 		$36K Hold
425
– – 0.02% 392
2022
Q1 		$37K Hold
425
– – 0.01% 455
2021
Q4 		$39K Buy
+425
New +$36.6K 0.02% 461

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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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ahrens Investment Partners's ES Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Eversource Energy (ES) in Q1 2023: 425 shares worth $33.3K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ES as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ES in Q4 2021 and has held it in 4 quarters since. The position peaked at $39K in Q4 2021. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Ahrens Investment Partners held 425 shares of Eversource Energy worth $33.3K as of Q1 2023.
  • Eversource Energy was a new Ahrens Investment Partners position in Q1 2023.
  • Eversource Energy made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #388 holding.
  • Ahrens Investment Partners first reported a position in Eversource Energy in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Eversource Energy position peaked at $39K in Q4 2021.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.