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Brendel Financial Advisors’s Eversource Energy ES Stock Holding History

Brendel Financial Advisors’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
-787
Closed -$63K – 136
2021
Q2 		$63K Buy
+787
New +$66.3K 0.03% 152

Other funds holding ES

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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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Brendel Financial Advisors's ES Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Eversource Energy (ES) in Q3 2021, closing a stake of 787 shares — an estimated $63K sold.

Brendel Financial Advisors first reported a position in ES in Q2 2021 and held it in 1 quarter. The position peaked at $63K in Q2 2021. 758 funds tracked by Wall St. Rank hold ES as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Eversource Energy position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 787 Eversource Energy shares in Q3 2021, an estimated $63K.
  • Brendel Financial Advisors first reported a position in Eversource Energy in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Eversource Energy position peaked at $63K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.