CPC
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Consolidated Planning Corp’s Eversource Energy ES Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-124
Closed -$10K – 183
2021
Q3 		$10K Buy
+124
New +$10.8K 0.01% 305

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MAM
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T. Rowe Price Associates
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Bank of New York Mellon
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Consolidated Planning Corp's ES Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 124 shares — an estimated $10K sold.

Consolidated Planning Corp first reported a position in ES in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 811 funds tracked by Wall St. Rank hold ES as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 124 Eversource Energy shares in Q4 2021, an estimated $10K.
  • Consolidated Planning Corp first reported a position in Eversource Energy in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Eversource Energy position peaked at $10K in Q3 2021.
  • 811 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.