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Financial Advocates Investment Management’s Eversource Energy ES Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-2,966
Closed -$232K – 712
2023
Q1 		$232K Buy
2,966
+2
+0.1% +$158 0.02% 632
2022
Q4 		$249K Buy
2,964
+1
+0% +$79 0.02% 609
2022
Q3 		$231K Buy
2,963
+229
+8% +$20.2K 0.02% 619
2022
Q2 		$231K Sell
2,734
-596
-18% -$53K 0.02% 573
2022
Q1 		$294K Buy
3,330
+1
+0% +$86 0.02% 584
2021
Q4 		$303K Buy
3,329
+1
+0% +$86 0.02% 632
2021
Q3 		$272K Buy
3,328
+123
+4% +$10.7K 0.02% 630
2021
Q2 		$257K Hold
3,205
– – 0.02% 641
2021
Q1 		$278K Sell
3,205
-70
-2% -$5.94K 0.02% 626
2020
Q4 		$283K Hold
3,275
– – 0.02% 580
2020
Q3 		$274K Sell
3,275
-5
-0.2% -$428 0.02% 495
2020
Q2 		$273K Sell
3,280
-43
-1% -$3.56K 0.03% 481
2020
Q1 		$260K Sell
3,323
-25
-0.7% -$2.19K 0.04% 384
2019
Q4 		$285K Buy
3,348
+26
+0.8% +$2.16K 0.03% 405
2019
Q3 		$284K Sell
3,322
-374
-10% -$29.7K 0.03% 387
2019
Q2 		$280K Buy
3,696
+1
+0% +$73 0.03% 381
2019
Q1 		$262K Sell
3,695
-2
-0.1% -$138 0.03% 384
2018
Q4 		$240K Buy
3,697
+61
+2% +$3.98K 0.03% 380
2018
Q3 		$223K Buy
3,636
+1
+0% +$61 0.02% 456
2018
Q2 		$215K Sell
3,635
-135
-4% -$7.77K 0.03% 448
2018
Q1 		$222K Buy
+3,770
New +$223K 0.03% 430

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $123B AUM 38.85% 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

Financial Advocates Investment Management's ES Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 2,966 shares — an estimated $232K sold.

Financial Advocates Investment Management first reported a position in ES in Q1 2018 and held it in 21 quarters. The position peaked at $303K in Q4 2021. 854 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,966 Eversource Energy shares in Q2 2023, an estimated $232K.
  • Financial Advocates Investment Management first reported a position in Eversource Energy in Q1 2018 and held it in 21 quarters.
  • Financial Advocates Investment Management's Eversource Energy position peaked at $303K in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.