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Investmark Advisory Group’s Eversource Energy ES Stock Holding History

Investmark 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
2022
Q1 		– Sell
-125
Closed -$11K – 159
2021
Q4 		$11K Buy
+125
New +$10.8K 0.01% 273

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Investmark Advisory Group's ES Position: Q1 2022 in Review

Investmark Advisory Group sold out of Eversource Energy (ES) in Q1 2022, closing a stake of 125 shares — an estimated $11K sold.

Investmark Advisory Group first reported a position in ES in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

  • Investmark Advisory Group reported no remaining Eversource Energy position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 125 Eversource Energy shares in Q1 2022, an estimated $11K.
  • Investmark Advisory Group first reported a position in Eversource Energy in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Eversource Energy position peaked at $11K in Q4 2021.
  • 849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.