High Net Worth Advisory Group’s Eversource Energy ES Stock Holding History

High Net Worth Advisory Group’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	-57	Closed	-$4.78K	–	301
2022 Q4	$4.78K	Hold	57	–	–	﹤0.01%	540
2022 Q3	$4K	Buy	57 +1	+2%	+$88	﹤0.01%	598
2022 Q2	$5K	Sell	56 -59	-51%	-$5.24K	﹤0.01%	582
2022 Q1	$10K	Buy	115 +1	+0.9%	+$86	﹤0.01%	529
2021 Q4	$10K	Buy	+114	New	+$9.81K	﹤0.01%	536

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

High Net Worth Advisory Group's ES Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 57 shares — an estimated $4.78K sold.

High Net Worth Advisory Group first reported a position in ES in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 865 funds tracked by Wall St. Rank hold ES as of Q1 2023.

High Net Worth Advisory Group reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 57 Eversource Energy shares in Q1 2023, an estimated $4.78K.
High Net Worth Advisory Group first reported a position in Eversource Energy in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Eversource Energy position peaked at $10K in Q1 2022.
865 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.