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Andesa Financial Management’s Eversource Energy ES Stock Holding History

Andesa Financial 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
Q1 		$377K Buy
+464
New +$36.7K 0.19% 82

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State Street
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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

Andesa Financial Management's ES Position: Q1 2023 in Review

Andesa Financial Management opened a new position in Eversource Energy (ES) in Q1 2023: 464 shares worth $377K. The stake represents 0.19% of the portfolio and ranks #82 among its holdings.

864 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Andesa Financial Management held 464 shares of Eversource Energy worth $377K as of Q1 2023.
  • Eversource Energy was a new Andesa Financial Management position in Q1 2023.
  • Eversource Energy made up 0.19% of Andesa Financial Management's portfolio in Q1 2023, its #82 holding.
  • 864 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.