IP
ES icon

Investment Partners’s Eversource Energy ES Stock Holding History

Investment Partners’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
Q2 		– Sell
-2,463
Closed -$217K – 157
2022
Q1 		$217K Buy
2,463
+15
+0.6% +$1.28K 0.09% 158
2021
Q4 		$223K Sell
2,448
-212
-8% -$18.2K 0.09% 160
2021
Q3 		$217K Buy
2,660
+17
+0.6% +$1.48K 0.1% 153
2021
Q2 		$212K Buy
2,643
+17
+0.6% +$1.43K 0.1% 160
2021
Q1 		$227K Buy
2,626
+16
+0.6% +$1.36K 0.11% 146
2020
Q4 		$226K Buy
2,610
+15
+0.6% +$1.34K 0.12% 133
2020
Q3 		$217K Buy
2,595
+16
+0.6% +$1.37K 0.13% 123
2020
Q2 		$215K Buy
2,579
+15
+0.6% +$1.24K 0.13% 124
2020
Q1 		$200K Buy
2,564
+16
+0.6% +$1.4K 0.14% 118
2019
Q4 		$217K Buy
2,548
+14
+0.6% +$1.16K 0.15% 137
2019
Q3 		$217K Buy
+2,534
New +$201K 0.16% 134

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Investment Partners's ES Position: Q2 2022 in Review

Investment Partners sold out of Eversource Energy (ES) in Q2 2022, closing a stake of 2,463 shares — an estimated $217K sold.

Investment Partners first reported a position in ES in Q3 2019 and held it in 11 quarters. The position peaked at $227K in Q1 2021. 852 funds tracked by Wall St. Rank hold ES as of Q2 2022.

  • Investment Partners reported no remaining Eversource Energy position as of Q2 2022 after selling out during the quarter.
  • Investment Partners sold 2,463 Eversource Energy shares in Q2 2022, an estimated $217K.
  • Investment Partners first reported a position in Eversource Energy in Q3 2019 and held it in 11 quarters.
  • Investment Partners's Eversource Energy position peaked at $227K in Q1 2021.
  • 852 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2022.

Based on Investment Partners's 13F filing for Q2 2022, filed 5 Aug 2022.