Barber Financial Group’s Eversource Energy ES Stock Holding History

Barber Financial Group’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	$464K	Buy	5,924 +12	+0.2%	+$948	0.08%	79
2022 Q4	$496K	Sell	5,912 -46	-0.8%	-$3.65K	0.14%	70
2022 Q3	$464K	Buy	5,958 +86	+1%	+$7.58K	0.13%	70
2022 Q2	$496K	Buy	5,872 +143	+2%	+$12.7K	0.08%	71
2022 Q1	$505K	Buy	5,729 +45	+0.8%	+$3.85K	0.07%	77
2021 Q4	$517K	Buy	5,684 +37	+0.7%	+$3.18K	0.06%	86
2021 Q3	$462K	Buy	5,647 +41	+0.7%	+$3.56K	0.06%	92
2021 Q2	$450K	Buy	5,606 +42	+0.8%	+$3.54K	0.06%	94
2021 Q1	$482K	Buy	5,564 +38	+0.7%	+$3.23K	0.07%	83
2020 Q4	$478K	Buy	5,526 +37	+0.7%	+$3.29K	0.09%	79
2020 Q3	$459K	Buy	5,489 +36	+0.7%	+$3.08K	0.1%	75
2020 Q2	$454K	Buy	5,453 +37	+0.7%	+$3.06K	0.11%	70
2020 Q1	$424K	Buy	5,416 +40	+0.7%	+$3.51K	0.13%	65
2019 Q4	$457K	Buy	5,376 +33	+0.6%	+$2.74K	0.09%	90
2019 Q3	$457K	Buy	5,343 +34	+0.6%	+$2.7K	0.1%	85
2019 Q2	$402K	Buy	5,309 +37	+0.7%	+$2.71K	0.09%	88
2019 Q1	$374K	Buy	5,272 +20	+0.4%	+$1.38K	0.07%	91
2018 Q4	$342K	Hold	5,252	–	–	0.07%	92
2018 Q3	$323K	Buy	+5,252	New	+$321K	0.08%	95

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

Barber Financial Group's ES Position: Q1 2023 in Review

Barber Financial Group increased its Eversource Energy (ES) stake by 0.2% in Q1 2023, buying an estimated $948 and bringing the position to 5,924 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #79.

Barber Financial Group first reported a position in ES in Q3 2018 and has held it in 19 quarters since. The position peaked at $517K in Q4 2021. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

Barber Financial Group held 5,924 shares of Eversource Energy worth $464K as of Q1 2023.
Barber Financial Group bought 12 Eversource Energy shares in Q1 2023, an estimated $948.
Eversource Energy made up 0.08% of Barber Financial Group's portfolio in Q1 2023, its #79 holding.
Barber Financial Group first reported a position in Eversource Energy in Q3 2018 and has held it in 19 quarters since.
Barber Financial Group's Eversource Energy position peaked at $517K in Q4 2021.
863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.