Ford Financial Group’s Eversource Energy ES Stock Holding History

Ford Financial 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 Q1	–	Sell	-2,642	Closed	-$222K	–	31
2022 Q4	$222K	Hold	2,642	–	–	0.09%	110
2022 Q3	$205K	Hold	2,642	–	–	0.09%	111
2022 Q2	$223K	Hold	2,642	–	–	0.09%	108
2022 Q1	$232K	Hold	2,642	–	–	0.09%	109
2021 Q4	$240	Hold	2,642	–	–	0.05%	89
2021 Q3	$216K	Hold	2,642	–	–	0.08%	89
2021 Q2	$211K	Hold	2,642	–	–	0.08%	92
2021 Q1	$228K	Hold	2,642	–	–	0.1%	90
2020 Q4	$228K	Hold	2,642	–	–	0.11%	83
2020 Q3	$220K	Hold	2,642	–	–	0.12%	77
2020 Q2	$219K	Hold	2,642	–	–	0.12%	82
2020 Q1	$206K	Hold	2,642	–	–	0.14%	78
2019 Q4	$224K	Hold	2,642	–	–	0.13%	84
2019 Q3	$225K	Sell	2,642 -1,582	-37%	-$126K	0.14%	73
2019 Q2	$320K	Hold	4,224	–	–	0.22%	53
2019 Q1	$299K	Buy	+4,224	New	+$291K	0.21%	46

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Ford Financial Group's ES Position: Q1 2023 in Review

Ford Financial Group sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 2,642 shares — an estimated $222K sold.

Ford Financial Group first reported a position in ES in Q1 2019 and held it in 16 quarters. The position peaked at $320K in Q2 2019. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

Ford Financial Group reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 2,642 Eversource Energy shares in Q1 2023, an estimated $222K.
Ford Financial Group first reported a position in Eversource Energy in Q1 2019 and held it in 16 quarters.
Ford Financial Group's Eversource Energy position peaked at $320K in Q2 2019.
863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.