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Investors Asset Management of Georgia’s Eversource Energy ES Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-47
Closed -$4K – 294
2022
Q3 		$4K Hold
47
– – ﹤0.01% 544
2022
Q2 		$4K Buy
+47
New +$4.18K ﹤0.01% 493

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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 $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investors Asset Management of Georgia's ES Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Eversource Energy (ES) in Q4 2022, closing a stake of 47 shares — an estimated $4K sold.

Investors Asset Management of Georgia first reported a position in ES in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Eversource Energy position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 47 Eversource Energy shares in Q4 2022, an estimated $4K.
  • Investors Asset Management of Georgia first reported a position in Eversource Energy in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Eversource Energy position peaked at $4K in Q3 2022.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.