KPCM
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Kings Point Capital Management’s Eversource Energy ES Stock Holding History

Kings Point Capital 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
2022
Q1 		$23K Hold
260
– – ﹤0.01% 456
2021
Q4 		$24K Buy
+260
New +$22.4K ﹤0.01% 498

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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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Kings Point Capital Management's ES Position: Q1 2022 in Review

Kings Point Capital Management held its Eversource Energy (ES) position steady in Q1 2022 at 260 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Kings Point Capital Management first reported a position in ES in Q4 2021 and has held it in 2 quarters since. The position peaked at $24K in Q4 2021. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

  • Kings Point Capital Management held 260 shares of Eversource Energy worth $23K as of Q1 2022.
  • Kings Point Capital Management left its Eversource Energy share count unchanged in Q1 2022.
  • Eversource Energy made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #456 holding.
  • Kings Point Capital Management first reported a position in Eversource Energy in Q4 2021 and has held it in 2 quarters since.
  • Kings Point Capital Management's Eversource Energy position peaked at $24K in Q4 2021.
  • 849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.