Bedel Financial Consulting’s Eversource Energy ES Stock Holding History

Bedel Financial Consulting’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	-22	Closed	-$2K	–	399
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	873
2021 Q4	$2K	Sell	22 -10	-31%	-$860	﹤0.01%	881
2021 Q3	$3K	Hold	32	–	–	﹤0.01%	834
2021 Q2	$3K	Hold	32	–	–	﹤0.01%	826
2021 Q1	$3K	Hold	32	–	–	﹤0.01%	798
2020 Q4	$3K	Hold	32	–	–	﹤0.01%	707
2020 Q3	$3K	Hold	32	–	–	﹤0.01%	671
2020 Q2	$3K	Sell	32 -4	-11%	-$331	﹤0.01%	641
2020 Q1	$3K	Buy	36 +4	+13%	+$351	﹤0.01%	630
2019 Q4	$3K	Hold	32	–	–	﹤0.01%	637
2019 Q3	$3K	Buy	32 +10	+45%	+$795	﹤0.01%	613
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	640
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	637
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	644
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	643
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	655
2018 Q1	$1K	Buy	+22	New	+$1.3K	﹤0.01%	644

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

Bedel Financial Consulting's ES Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Eversource Energy (ES) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in ES in Q1 2018 and held it in 17 quarters. The position peaked at $3K in Q3 2021. 852 funds tracked by Wall St. Rank hold ES as of Q2 2022.

Bedel Financial Consulting reported no remaining Eversource Energy position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 22 Eversource Energy shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in Eversource Energy in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Eversource Energy position peaked at $3K in Q3 2021.
852 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.