EWM
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EPG Wealth Management’s Eversource Energy ES Stock Holding History

EPG 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
2020
Q2 		– Sell
-741
Closed -$58K – 329
2020
Q1 		$58K Buy
741
+256
+53% +$22.5K 0.04% 255
2019
Q4 		$41K Buy
+485
New +$40.3K 0.03% 257

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EPG Wealth Management's ES Position: Q2 2020 in Review

EPG Wealth Management sold out of Eversource Energy (ES) in Q2 2020, closing a stake of 741 shares — an estimated $58K sold.

EPG Wealth Management first reported a position in ES in Q4 2019 and held it in 2 quarters. The position peaked at $58K in Q1 2020. 743 funds tracked by Wall St. Rank hold ES as of Q2 2020.

  • EPG Wealth Management reported no remaining Eversource Energy position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 741 Eversource Energy shares in Q2 2020, an estimated $58K.
  • EPG Wealth Management first reported a position in Eversource Energy in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Eversource Energy position peaked at $58K in Q1 2020.
  • 743 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.