First Capital Advisors Group’s Eversource Energy ES Stock Holding History

First Capital Advisors Group’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	$3.97K	Buy	+56	New	+$4.17K	﹤0.01%	691
2018 Q2	–	Sell	-32	Closed	-$2K	–	345
2018 Q1	$2K	Buy	+32	New	+$1.89K	﹤0.01%	726

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Capital Advisors Group's ES Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Eversource Energy (ES) in Q2 2023: 56 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in ES as recently as Q1 2018.

First Capital Advisors Group first reported a position in ES in Q1 2018 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

First Capital Advisors Group held 56 shares of Eversource Energy worth $3.97K as of Q2 2023.
Eversource Energy was a new First Capital Advisors Group position in Q2 2023.
Eversource Energy made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #691 holding.
First Capital Advisors Group first reported a position in Eversource Energy in Q1 2018 and has held it in 2 quarters since.
853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.