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Cherry Tree Wealth Management’s Eversource Energy ES Stock Holding History

Cherry Tree 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
2023
Q4 		– Sell
-18
Closed -$1.05K – 597
2023
Q3 		$1.05K Hold
18
– – ﹤0.01% 528
2023
Q2 		$1.28K Buy
+18
New +$1.34K ﹤0.01% 524

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cherry Tree Wealth Management's ES Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 18 shares — an estimated $1.05K sold.

Cherry Tree Wealth Management first reported a position in ES in Q2 2023 and held it in 2 quarters. The position peaked at $1.28K in Q2 2023. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 18 Eversource Energy shares in Q4 2023, an estimated $1.05K.
  • Cherry Tree Wealth Management first reported a position in Eversource Energy in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Eversource Energy position peaked at $1.28K in Q2 2023.
  • 818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.