GKWIM
ES icon

Gerber Kawasaki Wealth & Investment Management’s Eversource Energy ES Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-185
Closed -$15K – 531
2021
Q3 		$15K Buy
+185
New +$16.1K ﹤0.01% 567

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ES Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 185 shares — an estimated $15K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ES in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 812 funds tracked by Wall St. Rank hold ES as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 185 Eversource Energy shares in Q4 2021, an estimated $15K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Eversource Energy in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Eversource Energy position peaked at $15K in Q3 2021.
  • 812 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.