FI
ES icon

FormulaFolio Investments’s Eversource Energy ES Stock Holding History

FormulaFolio Investments’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
Q2 		$45K Buy
565
+27
+5% +$2.27K 0.02% 149
2021
Q1 		$45K Sell
538
-5,178
-91% -$439K 0.01% 145
2020
Q4 		$494K Buy
+5,716
New +$509K 0.01% 445

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FormulaFolio Investments's ES Position: Q2 2021 in Review

FormulaFolio Investments increased its Eversource Energy (ES) stake by 5% in Q2 2021, buying an estimated $2.27K and bringing the position to 565 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #149.

FormulaFolio Investments first reported a position in ES in Q4 2020 and has held it in 3 quarters since. The position peaked at $494K in Q4 2020. 774 funds tracked by Wall St. Rank hold ES as of Q2 2021.

  • FormulaFolio Investments held 565 shares of Eversource Energy worth $45K as of Q2 2021.
  • FormulaFolio Investments bought 27 Eversource Energy shares in Q2 2021, an estimated $2.27K.
  • Eversource Energy made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #149 holding.
  • FormulaFolio Investments first reported a position in Eversource Energy in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Eversource Energy position peaked at $494K in Q4 2020.
  • 774 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.