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Bickling Financial Services’s Eversource Energy ES Stock Holding History

Bickling Financial Services’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
Q4 		$458K Buy
+5,460
New +$433K 0.29% 66

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bickling Financial Services's ES Position: Q4 2022 in Review

Bickling Financial Services opened a new position in Eversource Energy (ES) in Q4 2022: 5,460 shares worth $458K. The stake represents 0.29% of the portfolio and ranks #66 among its holdings.

873 funds tracked by Wall St. Rank hold ES as of Q4 2022.

  • Bickling Financial Services held 5,460 shares of Eversource Energy worth $458K as of Q4 2022.
  • Eversource Energy was a new Bickling Financial Services position in Q4 2022.
  • Eversource Energy made up 0.29% of Bickling Financial Services's portfolio in Q4 2022, its #66 holding.
  • 873 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.