KIG
ES icon

Kowal Investment Group’s Eversource Energy ES Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-348
Closed -$28K – 372
2021
Q3 		$28K Buy
+348
New +$30.2K 0.01% 328

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
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

Kowal Investment Group's ES Position: Q4 2021 in Review

Kowal Investment Group sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 348 shares — an estimated $28K sold.

Kowal Investment Group first reported a position in ES in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 811 funds tracked by Wall St. Rank hold ES as of Q4 2021.

  • Kowal Investment Group reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 348 Eversource Energy shares in Q4 2021, an estimated $28K.
  • Kowal Investment Group first reported a position in Eversource Energy in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Eversource Energy position peaked at $28K in Q3 2021.
  • 811 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.