Graves Light Lenhart Wealth’s Eversource Energy ES Stock Holding History

Graves Light Lenhart Wealth’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 Q2	–	Sell	-278	Closed	-$21.8K	–	197
2023 Q1	$21.8K	Buy	+278	New	+$22K	﹤0.01%	179
2022 Q3	–	Sell	-278	Closed	-$23K	–	298
2022 Q2	$23K	Hold	278	–	–	﹤0.01%	401
2022 Q1	$25K	Hold	278	–	–	﹤0.01%	445
2021 Q4	$25K	Hold	278	–	–	﹤0.01%	504
2021 Q3	$23K	Hold	278	–	–	﹤0.01%	477
2021 Q2	$22K	Hold	278	–	–	﹤0.01%	486
2021 Q1	$24K	Hold	278	–	–	﹤0.01%	473
2020 Q4	$24K	Buy	+278	New	+$24.8K	﹤0.01%	453

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

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

MAM

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

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

Graves Light Lenhart Wealth's ES Position: Q2 2023 in Review

Graves Light Lenhart Wealth sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 278 shares — an estimated $21.8K sold.

Graves Light Lenhart Wealth first reported a position in ES in Q4 2020 and held it in 8 quarters. The position peaked at $25K in Q1 2022. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

Graves Light Lenhart Wealth reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
Graves Light Lenhart Wealth sold 278 Eversource Energy shares in Q2 2023, an estimated $21.8K.
Graves Light Lenhart Wealth first reported a position in Eversource Energy in Q4 2020 and held it in 8 quarters.
Graves Light Lenhart Wealth's Eversource Energy position peaked at $25K in Q1 2022.
853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.