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Lakewood Asset Management’s Eversource Energy ES Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-300
Closed -$25K – 161
2022
Q4 		$25K Buy
+300
New +$23.8K 0.02% 221

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Wells Fargo
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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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lakewood Asset Management's ES Position: Q1 2023 in Review

Lakewood Asset Management sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 300 shares — an estimated $25K sold.

Lakewood Asset Management first reported a position in ES in Q4 2022 and held it in 1 quarter. The position peaked at $25K in Q4 2022. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Lakewood Asset Management reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 300 Eversource Energy shares in Q1 2023, an estimated $25K.
  • Lakewood Asset Management first reported a position in Eversource Energy in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Eversource Energy position peaked at $25K in Q4 2022.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.