JNBA Financial Advisors’s Eversource Energy ES Stock Holding History

JNBA Financial Advisors’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
2023 Q4	–	Sell	-7	Closed	-$408	–	721
2023 Q3	$408	Buy	+7	New	+$467	﹤0.01%	711
2023 Q2	–	Sell	-7	Closed	-$548	–	721
2023 Q1	$548	Buy	+7	New	+$553	﹤0.01%	699
2018 Q3	–	Sell	-218	Closed	-$13K	–	552
2018 Q2	$13K	Hold	218	–	–	﹤0.01%	372
2018 Q1	$13K	Hold	218	–	–	﹤0.01%	350
2017 Q4	$14K	Hold	218	–	–	﹤0.01%	344
2017 Q3	$13K	Hold	218	–	–	﹤0.01%	338
2017 Q2	$13K	Hold	218	–	–	﹤0.01%	333
2017 Q1	$13K	Hold	218	–	–	﹤0.01%	336
2016 Q4	$12K	Sell	218 -631	-74%	-$33.7K	﹤0.01%	346
2016 Q3	$46K	Buy	+849	New	+$47.9K	0.01%	551
2016 Q2	–	Sell	-122	Closed	-$7K	–	522
2016 Q1	$7K	Buy	+122	New	+$6.66K	﹤0.01%	389

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

JNBA Financial Advisors's ES Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 7 shares — an estimated $408 sold.

JNBA Financial Advisors first reported a position in ES in Q1 2016 and held it in 11 quarters. The position peaked at $46K in Q3 2016. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

JNBA Financial Advisors reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
JNBA Financial Advisors sold 7 Eversource Energy shares in Q4 2023, an estimated $408.
JNBA Financial Advisors first reported a position in Eversource Energy in Q1 2016 and held it in 11 quarters.
JNBA Financial Advisors's Eversource Energy position peaked at $46K in Q3 2016.
818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.