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Householder Group Estate & Retirement Specialist’s Eversource Energy ES Stock Holding History

Householder Group Estate & Retirement Specialist’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
-12
Closed -$1K – 1249
2022
Q4 		$1K Buy
+12
New +$952 ﹤0.01% 335

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ES Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 12 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in ES in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 864 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 12 Eversource Energy shares in Q1 2023, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Eversource Energy in Q4 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Eversource Energy position peaked at $1K in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.