Insight Wealth Strategies’s Eversource Energy ES Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-2,982	Closed	-$258K	–	203
2021 Q1	$258K	Buy	2,982 +20	+0.7%	+$1.7K	0.03%	193
2020 Q4	$256K	Sell	2,962 -375	-11%	-$33.4K	0.04%	187
2020 Q3	$279K	Sell	3,337 -108	-3%	-$9.25K	0.05%	155
2020 Q2	$287K	Buy	3,445 +91	+3%	+$7.54K	0.06%	131
2020 Q1	$262K	Buy	3,354 +240	+8%	+$21.1K	0.07%	127
2019 Q4	$265K	Sell	3,114 -4,978	-62%	-$414K	0.06%	174
2019 Q3	$692K	Buy	8,092 +1,326	+20%	+$105K	0.16%	94
2019 Q2	$513K	Buy	6,766 +601	+10%	+$44K	0.13%	103
2019 Q1	$437K	Buy	+6,165	New	+$425K	0.12%	103

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

MAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Insight Wealth Strategies's ES Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 2,982 shares — an estimated $258K sold.

Insight Wealth Strategies first reported a position in ES in Q1 2019 and held it in 9 quarters. The position peaked at $692K in Q3 2019. 774 funds tracked by Wall St. Rank hold ES as of Q2 2021.

Insight Wealth Strategies reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 2,982 Eversource Energy shares in Q2 2021, an estimated $258K.
Insight Wealth Strategies first reported a position in Eversource Energy in Q1 2019 and held it in 9 quarters.
Insight Wealth Strategies's Eversource Energy position peaked at $692K in Q3 2019.
774 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.