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Laurel Wealth Advisors (California)’s Eversource Energy ES Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$544K Buy
6,484
+196
+3% +$15.5K 0.05% 340
2022
Q3 		$490K Hold
6,288
– – 0.05% 348
2022
Q2 		$531K Sell
6,288
-131
-2% -$11.6K 0.05% 341
2022
Q1 		$566K Buy
6,419
+1
+0% +$86 0.05% 375
2021
Q4 		$584K Buy
+6,418
New +$552K 0.05% 397
2021
Q3 		– Sell
-6,439
Closed -$516K – 462
2021
Q2 		$516K Sell
6,439
-62
-1% -$5.22K 0.07% 267
2021
Q1 		$563K Sell
6,501
-103
-2% -$8.74K 0.09% 230
2020
Q4 		$571K Sell
6,604
-194
-3% -$17.3K 0.08% 222
2020
Q3 		$567K Sell
6,798
-363
-5% -$31.1K 0.09% 206
2020
Q2 		$596K Buy
7,161
+2
+0% +$166 0.11% 199
2020
Q1 		$559K Sell
7,159
-289
-4% -$25.4K 0.13% 181
2019
Q4 		$634K Sell
7,448
-222
-3% -$18.5K 0.11% 208
2019
Q3 		$656K Buy
7,670
+4,723
+160% +$375K 0.11% 203
2019
Q2 		$223K Buy
2,947
+73
+3% +$5.34K 0.05% 367
2019
Q1 		$204K Buy
+2,874
New +$198K 0.05% 366
2018
Q3 		– Sell
-4,875
Closed -$285K – 437
2018
Q2 		$285K Sell
4,875
-101
-2% -$5.81K 0.08% 270
2018
Q1 		$293K Sell
4,976
-294
-6% -$17.4K 0.09% 246
2017
Q4 		$332K Buy
+5,270
New +$333K 0.1% 231

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ES Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Eversource Energy (ES) stake by 3.1% in Q4 2022, buying an estimated $15.5K and bringing the position to 6,484 shares worth $544K. The position accounts for 0.05% of the portfolio, ranked #340.

Laurel Wealth Advisors (California) first reported a position in ES in Q4 2017 and has held it in 18 quarters since. The position peaked at $656K in Q3 2019. 872 funds tracked by Wall St. Rank hold ES as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,484 shares of Eversource Energy worth $544K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 196 Eversource Energy shares in Q4 2022, an estimated $15.5K.
  • Eversource Energy made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #340 holding.
  • Laurel Wealth Advisors (California) first reported a position in Eversource Energy in Q4 2017 and has held it in 18 quarters since.
  • Laurel Wealth Advisors (California)'s Eversource Energy position peaked at $656K in Q3 2019.
  • 872 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.