Johnson Midwest Financial’s Eversource Energy ES Stock Holding History

Johnson Midwest Financial’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 Q3	$187K	Hold	3,223	–	–	0.42%	36
2023 Q2	$229K	Hold	3,223	–	–	0.2%	33
2023 Q1	$252K	Hold	3,223	–	–	0.36%	23
2022 Q4	$270K	Hold	3,223	–	–	0.99%	19
2022 Q3	$251	Hold	3,223	–	–	0.96%	19
2022 Q2	$272K	Hold	3,223	–	–	0.37%	24
2022 Q1	$284K	Hold	3,223	–	–	0.4%	22
2021 Q4	$293K	Hold	3,223	–	–	0.22%	28
2021 Q3	$264K	Hold	3,223	–	–	0.22%	34
2021 Q2	$259K	Hold	3,223	–	–	0.25%	30
2021 Q1	$279K	Hold	3,223	–	–	0.29%	26
2020 Q4	$279K	Buy	+3,223	New	+$287K	0.27%	23

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Midwest Financial's ES Position: Q3 2023 in Review

Johnson Midwest Financial held its Eversource Energy (ES) position steady in Q3 2023 at 3,223 shares worth $187K. The position accounts for 0.42% of the portfolio, ranked #36.

Johnson Midwest Financial first reported a position in ES in Q4 2020 and has held it in 12 quarters since. The position peaked at $293K in Q4 2021. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

Johnson Midwest Financial held 3,223 shares of Eversource Energy worth $187K as of Q3 2023.
Johnson Midwest Financial left its Eversource Energy share count unchanged in Q3 2023.
Eversource Energy made up 0.42% of Johnson Midwest Financial's portfolio in Q3 2023, its #36 holding.
Johnson Midwest Financial first reported a position in Eversource Energy in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Eversource Energy position peaked at $293K in Q4 2021.
803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.