JPLA
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Joseph P. Lucia & Associates’s Eversource Energy ES Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q4 		– Sell
-150
Closed -$13K – 457
2019
Q3 		$13K Hold
150
– – 0.01% 284
2019
Q2 		$11K Sell
150
-10,443
-99% -$764K 0.01% 293
2019
Q1 		$150 Buy
+10,593
New +$729K 0.01% 240

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.61T AUM 30.72% 1-Year Est. Return

Joseph P. Lucia & Associates's ES Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of Eversource Energy (ES) in Q4 2019, closing a stake of 150 shares — an estimated $13K sold.

Joseph P. Lucia & Associates first reported a position in ES in Q1 2019 and held it in 3 quarters. The position peaked at $13K in Q3 2019. 758 funds tracked by Wall St. Rank hold ES as of Q4 2019.

  • Joseph P. Lucia & Associates reported no remaining Eversource Energy position as of Q4 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 150 Eversource Energy shares in Q4 2019, an estimated $13K.
  • Joseph P. Lucia & Associates first reported a position in Eversource Energy in Q1 2019 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Eversource Energy position peaked at $13K in Q3 2019.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.