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BerganKDV Wealth Management’s Eversource Energy ES Stock Holding History

BerganKDV Wealth 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
Q2 		$105K Sell
1,483
-93
-6% -$6.93K 0.01% 291
2023
Q1 		$123K Buy
1,576
+63
+4% +$4.98K 0.01% 287
2022
Q4 		$127K Sell
1,513
-100
-6% -$7.93K 0.01% 282
2022
Q3 		$126K Hold
1,613
– – 0.02% 265
2022
Q2 		$136K Hold
1,613
– – 0.02% 272
2022
Q1 		$142K Sell
1,613
-1,084
-40% -$92.7K 0.02% 274
2021
Q4 		$245K Buy
2,697
+648
+32% +$55.7K 0.03% 241
2021
Q3 		$168K Hold
2,049
– – 0.02% 263
2021
Q2 		$164K Hold
2,049
– – 0.02% 264
2021
Q1 		$177K Hold
2,049
– – 0.02% 248
2020
Q4 		$177K Hold
2,049
– – 0.02% 232
2020
Q3 		$171K Sell
2,049
-579
-22% -$49.6K 0.03% 224
2020
Q2 		$219K Buy
2,628
+194
+8% +$16.1K 0.04% 211
2020
Q1 		$190K Sell
2,434
-173
-7% -$15.2K 0.04% 210
2019
Q4 		$222K Buy
2,607
+207
+9% +$17.2K 0.04% 215
2019
Q3 		$205K Sell
2,400
-370
-13% -$29.4K 0.04% 204
2019
Q2 		$210K Sell
2,770
-210
-7% -$15.4K 0.04% 207
2019
Q1 		$211K Buy
2,980
+2
+0.1% +$138 0.04% 207
2018
Q4 		$194K Buy
2,978
+1
+0% +$65 0.05% 188
2018
Q3 		$183K Buy
2,977
+2
+0.1% +$122 0.04% 207
2018
Q2 		$174K Buy
+2,975
New +$171K 0.04% 207
2018
Q1 		– Sell
-3,616
Closed -$228K – 193
2017
Q4 		$228K Buy
3,616
+5
+0.1% +$316 0.05% 186
2017
Q3 		$218K Hold
3,611
– – 0.05% 179
2017
Q2 		$219K Sell
3,611
-200
-5% -$12.1K 0.06% 159
2017
Q1 		$224K Buy
3,811
+155
+4% +$8.81K 0.07% 156
2016
Q4 		$202K Sell
3,656
-66
-2% -$3.53K 0.07% 157
2016
Q3 		$202K Buy
3,722
+66
+2% +$3.73K 0.07% 146
2016
Q2 		$219K Hold
3,656
– – 0.09% 131
2016
Q1 		$213K Buy
+3,656
New +$199K 0.13% 127

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's ES Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Eversource Energy (ES) stake by 5.9% in Q2 2023, selling an estimated $6.93K and leaving 1,483 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #291.

BerganKDV Wealth Management first reported a position in ES in Q1 2016 and has held it in 29 quarters since. The position peaked at $245K in Q4 2021. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • BerganKDV Wealth Management held 1,483 shares of Eversource Energy worth $105K as of Q2 2023.
  • BerganKDV Wealth Management sold 93 Eversource Energy shares in Q2 2023, an estimated $6.93K.
  • Eversource Energy made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #291 holding.
  • BerganKDV Wealth Management first reported a position in Eversource Energy in Q1 2016 and has held it in 29 quarters since.
  • BerganKDV Wealth Management's Eversource Energy position peaked at $245K in Q4 2021.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.