FourThought Financial’s Eversource Energy ES Stock Holding History

FourThought Financial’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
2022 Q3	$318K	Sell	4,073 -1,424	-26%	-$126K	0.05%	238
2022 Q2	$464K	Sell	5,497 -96	-2%	-$8.53K	0.07%	187
2022 Q1	$493K	Sell	5,593 -84	-1%	-$7.18K	0.06%	198
2021 Q4	$516K	Sell	5,677 -188	-3%	-$16.2K	0.06%	198
2021 Q3	$479K	Buy	5,865 +89	+2%	+$7.73K	0.06%	206
2021 Q2	$463K	Buy	5,776 +96	+2%	+$8.08K	0.06%	217
2021 Q1	$491K	Buy	5,680 +172	+3%	+$14.6K	0.07%	217
2020 Q4	$476K	Buy	+5,508	New	+$490K	0.08%	200

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

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

FourThought Financial's ES Position: Q3 2022 in Review

FourThought Financial reduced its Eversource Energy (ES) stake by 26% in Q3 2022, selling an estimated $126K and leaving 4,073 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #238.

FourThought Financial first reported a position in ES in Q4 2020 and has held it in 8 quarters since. The position peaked at $516K in Q4 2021. 832 funds tracked by Wall St. Rank hold ES as of Q3 2022.

FourThought Financial held 4,073 shares of Eversource Energy worth $318K as of Q3 2022.
FourThought Financial sold 1,424 Eversource Energy shares in Q3 2022, an estimated $126K.
Eversource Energy made up 0.05% of FourThought Financial's portfolio in Q3 2022, its #238 holding.
FourThought Financial first reported a position in Eversource Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Eversource Energy position peaked at $516K in Q4 2021.
832 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.