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Future Financial Wealth Management’s Eversource Energy ES Stock Holding History

Future Financial Wealth Management’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
Q1 		– Sell
-75
Closed -$7K – 528
2021
Q4 		$7K Buy
+75
New +$6.45K 0.01% 462

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MAM
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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Future Financial Wealth Management's ES Position: Q1 2022 in Review

Future Financial Wealth Management sold out of Eversource Energy (ES) in Q1 2022, closing a stake of 75 shares — an estimated $7K sold.

Future Financial Wealth Management first reported a position in ES in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

  • Future Financial Wealth Management reported no remaining Eversource Energy position as of Q1 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 75 Eversource Energy shares in Q1 2022, an estimated $7K.
  • Future Financial Wealth Management first reported a position in Eversource Energy in Q4 2021 and held it in 1 quarter.
  • Future Financial Wealth Management's Eversource Energy position peaked at $7K in Q4 2021.
  • 849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

Based on Future Financial Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.