JWM
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Jeppson Wealth Management’s Eversource Energy ES Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-100
Closed -$8K – 227
2020
Q3 		$8K Buy
+100
New +$8.56K 0.01% 409

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MAM
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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Jeppson Wealth Management's ES Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 100 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in ES in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 100 Eversource Energy shares in Q4 2020, an estimated $8K.
  • Jeppson Wealth Management first reported a position in Eversource Energy in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Eversource Energy position peaked at $8K in Q3 2020.
  • 807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.