Curi Wealth Management’s Eversource Energy ES Stock Holding History

Curi 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
2022 Q3	–	Sell	-4	Closed	–	–	353
2022 Q2	$0	Hold	4	–	–	﹤0.01%	658
2022 Q1	$0	Buy	+4	New	+$342	﹤0.01%	554

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Curi Wealth Management's ES Position: Q3 2022 in Review

Curi Wealth Management sold out of Eversource Energy (ES) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in ES in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 831 funds tracked by Wall St. Rank hold ES as of Q3 2022.

Curi Wealth Management reported no remaining Eversource Energy position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 4 Eversource Energy shares in Q3 2022.
Curi Wealth Management first reported a position in Eversource Energy in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's Eversource Energy position peaked at $0 in Q2 2022.
831 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.