Lee Financial’s Eversource Energy ES Stock Holding History

Lee Financial’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	-7	Closed	-$587	–	853
2022 Q4	$587	Hold	7	–	–	﹤0.01%	809
2022 Q3	$1K	Buy	+7	New	+$617	﹤0.01%	752

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's ES Position: Q1 2023 in Review

Lee Financial sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 7 shares — an estimated $587 sold.

Lee Financial first reported a position in ES in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

Lee Financial reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 7 Eversource Energy shares in Q1 2023, an estimated $587.
Lee Financial first reported a position in Eversource Energy in Q3 2022 and held it in 2 quarters.
Lee Financial's Eversource Energy position peaked at $1K in Q3 2022.
863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.