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Freedman Financial Associates’s Eversource Energy ES Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-3,189
Closed -$284K – 123
2022
Q1 		$284K Hold
3,189
– – 0.2% 57
2021
Q4 		$290K Hold
3,189
– – 0.2% 53
2021
Q3 		$261K Hold
3,189
– – 0.19% 50
2021
Q2 		$256K Sell
3,189
-618
-16% -$52K 0.19% 49
2021
Q1 		$330K Hold
3,807
– – 0.27% 41
2020
Q4 		$329K Buy
+3,807
New +$339K 0.3% 40

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State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Freedman Financial Associates's ES Position: Q2 2022 in Review

Freedman Financial Associates sold out of Eversource Energy (ES) in Q2 2022, closing a stake of 3,189 shares — an estimated $284K sold.

Freedman Financial Associates first reported a position in ES in Q4 2020 and held it in 6 quarters. The position peaked at $330K in Q1 2021. 852 funds tracked by Wall St. Rank hold ES as of Q2 2022.

  • Freedman Financial Associates reported no remaining Eversource Energy position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 3,189 Eversource Energy shares in Q2 2022, an estimated $284K.
  • Freedman Financial Associates first reported a position in Eversource Energy in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Eversource Energy position peaked at $330K in Q1 2021.
  • 852 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.