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Hoover Financial Advisors’s Eversource Energy ES Stock Holding History

Hoover Financial Advisors’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
Q1 		– Sell
-124
Closed -$11K – 610
2020
Q4 		$11K Buy
+124
New +$11K ﹤0.01% 398

Other funds holding ES

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Hoover Financial Advisors's ES Position: Q1 2021 in Review

Hoover Financial Advisors sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 124 shares — an estimated $11K sold.

Hoover Financial Advisors first reported a position in ES in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 787 funds tracked by Wall St. Rank hold ES as of Q1 2021.

  • Hoover Financial Advisors reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 124 Eversource Energy shares in Q1 2021, an estimated $11K.
  • Hoover Financial Advisors first reported a position in Eversource Energy in Q4 2020 and held it in 1 quarter.
  • Hoover Financial Advisors's Eversource Energy position peaked at $11K in Q4 2020.
  • 787 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on Hoover Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.