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Dixon Hughes Goodman Wealth Advisors’s Eversource Energy ES Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$674K Buy
7,641
+19
+0.2% +$1.63K 0.19% 76
2021
Q4 		$693K Buy
+7,622
New +$656K 0.23% 61

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's ES Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Eversource Energy (ES) stake by 0.25% in Q1 2022, buying an estimated $1.63K and bringing the position to 7,641 shares worth $674K. The position accounts for 0.19% of the portfolio, ranked #76.

Dixon Hughes Goodman Wealth Advisors first reported a position in ES in Q4 2021 and has held it in 2 quarters since. The position peaked at $693K in Q4 2021. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 7,641 shares of Eversource Energy worth $674K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 19 Eversource Energy shares in Q1 2022, an estimated $1.63K.
  • Eversource Energy made up 0.19% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #76 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Eversource Energy in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Eversource Energy position peaked at $693K in Q4 2021.
  • 849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.