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Evolution Wealth Advisors’s Eversource Energy ES Stock Holding History

Evolution 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
2021
Q4 		– Sell
-49
Closed -$4K – 309
2021
Q3 		$4K Hold
49
– – ﹤0.01% 549
2021
Q2 		$4K Hold
49
– – ﹤0.01% 543
2021
Q1 		$4K Hold
49
– – ﹤0.01% 550
2020
Q4 		$4K Hold
49
– – ﹤0.01% 475
2020
Q3 		$4K Hold
49
– – ﹤0.01% 458
2020
Q2 		$4K Buy
+49
New +$4.06K ﹤0.01% 390
2020
Q1 		– Sell
-52
Closed -$4K – 415
2019
Q4 		$4K Buy
+52
New +$4.32K ﹤0.01% 439
2019
Q3 		– Sell
-49
Closed -$4K – 514
2019
Q2 		$4K Buy
+49
New +$3.58K ﹤0.01% 290

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Evolution Wealth Advisors's ES Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 49 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in ES in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 811 funds tracked by Wall St. Rank hold ES as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 49 Eversource Energy shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Eversource Energy in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Eversource Energy position peaked at $4K in Q3 2021.
  • 811 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.