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Houlihan Financial Resource Group’s Eversource Energy ES Stock Holding History

Houlihan Financial Resource 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
Q3 		– Sell
-69,626
Closed -$5.18M – 115
2023
Q2 		$5.18M Buy
+69,626
New +$5.18M 0.16% 48
2020
Q3 		$47K Buy
+500
New +$42.8K 0.03% 174

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's ES Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 69,626 shares — an estimated $5.18M sold.

Houlihan Financial Resource Group first reported a position in ES in Q3 2020 and held it in 2 quarters. The position peaked at $5.18M in Q2 2023. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 69,626 Eversource Energy shares in Q3 2023, an estimated $5.18M.
  • Houlihan Financial Resource Group first reported a position in Eversource Energy in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Eversource Energy position peaked at $5.18M in Q2 2023.
  • 803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.