EST
ES icon

EA Series Trust’s Eversource Energy ES Stock Holding History

EA Series Trust’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 		$206K Buy
+2,898
New +$216K 0.01% 1068

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Nordea Investment Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EA Series Trust's ES Position: Q2 2023 in Review

EA Series Trust opened a new position in Eversource Energy (ES) in Q2 2023: 2,898 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #1068 among its holdings.

853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • EA Series Trust held 2,898 shares of Eversource Energy worth $206K as of Q2 2023.
  • Eversource Energy was a new EA Series Trust position in Q2 2023.
  • Eversource Energy made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #1068 holding.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.