Atwood & Palmer’s Eversource Energy ES Stock Holding History

Atwood & Palmer’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
2022 Q2	–	Sell	-262	Closed	-$23K	–	405
2022 Q1	$23K	Hold	262	–	–	﹤0.01%	301
2021 Q4	$24K	Hold	262	–	–	﹤0.01%	299
2021 Q3	$21K	Hold	262	–	–	﹤0.01%	298
2021 Q2	$21K	Hold	262	–	–	﹤0.01%	288
2021 Q1	$23K	Hold	262	–	–	﹤0.01%	280
2020 Q4	$23K	Hold	262	–	–	﹤0.01%	265
2020 Q3	$22K	Hold	262	–	–	﹤0.01%	221
2020 Q2	$22K	Hold	262	–	–	﹤0.01%	217
2020 Q1	$20K	Hold	262	–	–	﹤0.01%	220
2019 Q4	$22K	Hold	262	–	–	﹤0.01%	219
2019 Q3	$22K	Hold	262	–	–	﹤0.01%	225
2019 Q2	$20K	Hold	262	–	–	﹤0.01%	224
2019 Q1	$19K	Hold	262	–	–	﹤0.01%	224
2018 Q4	$17K	Hold	262	–	–	﹤0.01%	224
2018 Q3	$16K	Hold	262	–	–	﹤0.01%	244
2018 Q2	$15K	Hold	262	–	–	﹤0.01%	245
2018 Q1	$15K	Hold	262	–	–	﹤0.01%	240
2017 Q4	$17K	Hold	262	–	–	﹤0.01%	233
2017 Q3	$16K	Hold	262	–	–	﹤0.01%	238
2017 Q2	$16K	Hold	262	–	–	﹤0.01%	241
2017 Q1	$15K	Hold	262	–	–	﹤0.01%	234
2016 Q4	$14K	Hold	262	–	–	﹤0.01%	242
2016 Q3	$14K	Hold	262	–	–	﹤0.01%	242
2016 Q2	$16K	Hold	262	–	–	﹤0.01%	233
2016 Q1	$15K	Sell	262 -262	-50%	-$14.3K	﹤0.01%	243
2015 Q4	$27K	Hold	524	–	–	0.01%	244
2015 Q3	$27K	Sell	524 -745	-59%	-$35.9K	0.01%	236
2015 Q2	$58K	Buy	+1,269	New	+$61.5K	0.01%	179
2015 Q1	–	Sell	-1,269	Closed	-$68K	–	332
2014 Q4	$68K	Hold	1,269	–	–	0.01%	186
2014 Q3	$56K	Buy	1,269 +745	+142%	+$33.5K	0.01%	197
2014 Q2	$25K	Buy	+524	New	+$24K	0.01%	223

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Atwood & Palmer's ES Position: Q2 2022 in Review

Atwood & Palmer sold out of Eversource Energy (ES) in Q2 2022, closing a stake of 262 shares — an estimated $23K sold.

Atwood & Palmer first reported a position in ES in Q2 2014 and held it in 31 quarters. The position peaked at $68K in Q4 2014. 852 funds tracked by Wall St. Rank hold ES as of Q2 2022.

Atwood & Palmer reported no remaining Eversource Energy position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 262 Eversource Energy shares in Q2 2022, an estimated $23K.
Atwood & Palmer first reported a position in Eversource Energy in Q2 2014 and held it in 31 quarters.
Atwood & Palmer's Eversource Energy position peaked at $68K in Q4 2014.
852 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.