Capital Advisory Group Advisory Services’s Eversource Energy ES Stock Holding History

Capital Advisory Group Advisory 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
2020 Q4	–	Sell	-6	Closed	-$1K	–	533
2020 Q3	$1K	Sell	6 -27	-82%	-$2.31K	﹤0.01%	466
2020 Q2	$3K	Hold	33	–	–	﹤0.01%	400
2020 Q1	$3K	Buy	+33	New	+$2.9K	﹤0.01%	346

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

Capital Advisory Group Advisory Services's ES Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 6 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in ES in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

Capital Advisory Group Advisory Services reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 6 Eversource Energy shares in Q4 2020, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in Eversource Energy in Q1 2020 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Eversource Energy position peaked at $3K in Q2 2020.
807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.