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Blooom Inc’s Eversource Energy ES Stock Holding History

Blooom Inc’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
2021
Q3 		– Sell
-4,163
Closed -$518K – 46
2021
Q2 		$518K Buy
4,163
+232
+6% +$19.5K 0.39% 26
2021
Q1 		$526K Buy
3,931
+35
+0.9% +$2.97K 0.41% 25
2020
Q4 		$515K Buy
+3,896
New +$347K 0.41% 22

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blooom Inc's ES Position: Q3 2021 in Review

Blooom Inc sold out of Eversource Energy (ES) in Q3 2021, closing a stake of 4,163 shares — an estimated $518K sold.

Blooom Inc first reported a position in ES in Q4 2020 and held it in 3 quarters. The position peaked at $526K in Q1 2021. 759 funds tracked by Wall St. Rank hold ES as of Q3 2021.

  • Blooom Inc reported no remaining Eversource Energy position as of Q3 2021 after selling out during the quarter.
  • Blooom Inc sold 4,163 Eversource Energy shares in Q3 2021, an estimated $518K.
  • Blooom Inc first reported a position in Eversource Energy in Q4 2020 and held it in 3 quarters.
  • Blooom Inc's Eversource Energy position peaked at $526K in Q1 2021.
  • 759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2021.

Based on Blooom Inc's 13F filing for Q3 2021, filed 19 Oct 2021.