Delos Wealth Advisors’s Eversource Energy ES Stock Holding History

Delos Wealth 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
2023 Q2	–	Sell	-28	Closed	-$2.19K	–	380
2023 Q1	$2.19K	Hold	28	–	–	﹤0.01%	187
2022 Q4	$2.35K	Hold	28	–	–	﹤0.01%	196
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	196
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	191
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	213
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	361
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	150
2021 Q2	$2K	Buy	+28	New	+$2.36K	﹤0.01%	143

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Delos Wealth Advisors's ES Position: Q2 2023 in Review

Delos Wealth Advisors sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 28 shares — an estimated $2.19K sold.

Delos Wealth Advisors first reported a position in ES in Q2 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

Delos Wealth Advisors reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
Delos Wealth Advisors sold 28 Eversource Energy shares in Q2 2023, an estimated $2.19K.
Delos Wealth Advisors first reported a position in Eversource Energy in Q2 2021 and held it in 8 quarters.
Delos Wealth Advisors's Eversource Energy position peaked at $3K in Q4 2021.
853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Delos Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.