BNC Wealth Management’s Eversource Energy ES Stock Holding History

BNC 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
2020 Q4	–	Sell	-40	Closed	-$3K	–	219
2020 Q3	$3K	Buy	+40	New	+$3.42K	﹤0.01%	420

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

BNC Wealth Management's ES Position: Q4 2020 in Review

BNC Wealth Management sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 40 shares — an estimated $3K sold.

BNC Wealth Management first reported a position in ES in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

BNC Wealth Management reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 40 Eversource Energy shares in Q4 2020, an estimated $3K.
BNC Wealth Management first reported a position in Eversource Energy in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Eversource Energy position peaked at $3K in Q3 2020.
807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.