Goodwin Investment Advisory’s Eversource Energy ES Stock Holding History

Goodwin Investment Advisory’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
2023 Q1	–	Sell	-143	Closed	-$12K	–	127
2022 Q4	$12K	Hold	143	–	–	0.01%	148
2022 Q3	$11K	Sell	143 -211	-60%	-$18.6K	0.01%	147
2022 Q2	$29.9K	Hold	354	–	–	0.02%	86
2022 Q1	$31K	Sell	354 -84	-19%	-$7.18K	0.02%	105
2021 Q4	$40K	Hold	438	–	–	0.03%	88
2021 Q3	$36K	Buy	+438	New	+$38K	0.04%	86
2021 Q2	–	Sell	-438	Closed	-$38K	–	134
2021 Q1	$38K	Buy	+438	New	+$37.2K	0.04%	89

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Goodwin Investment Advisory's ES Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 143 shares — an estimated $12K sold.

Goodwin Investment Advisory first reported a position in ES in Q1 2021 and held it in 7 quarters. The position peaked at $40K in Q4 2021. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

Goodwin Investment Advisory reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 143 Eversource Energy shares in Q1 2023, an estimated $12K.
Goodwin Investment Advisory first reported a position in Eversource Energy in Q1 2021 and held it in 7 quarters.
Goodwin Investment Advisory's Eversource Energy position peaked at $40K in Q4 2021.
863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.