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Leelyn Smith’s Eversource Energy ES Stock Holding History

Leelyn Smith’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
-200
Closed -$16.8K – 200
2022
Q4 		$16.8K Sell
200
-740
-79% -$58.7K ﹤0.01% 280
2022
Q3 		$73K Sell
940
-350
-27% -$30.8K 0.03% 127
2022
Q2 		$109K Hold
1,290
– – 0.03% 149
2022
Q1 		$114K Sell
1,290
-250
-16% -$21.4K 0.03% 151
2021
Q4 		$140K Hold
1,540
– – 0.04% 137
2021
Q3 		$126K Hold
1,540
– – 0.04% 140
2021
Q2 		$124K Hold
1,540
– – 0.04% 146
2021
Q1 		$133K Buy
1,540
+50
+3% +$4.24K 0.04% 145
2020
Q4 		$129K Sell
1,490
-290
-16% -$25.8K 0.04% 141
2020
Q3 		$149K Buy
1,780
+140
+9% +$12K 0.05% 137
2020
Q2 		$137K Hold
1,640
– – 0.06% 135
2020
Q1 		$128K Buy
1,640
+98
+6% +$8.6K 0.07% 124
2019
Q4 		$130 Buy
+1,542
New +$128K 0.06% 134

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
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
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

Leelyn Smith's ES Position: Q1 2023 in Review

Leelyn Smith sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 200 shares — an estimated $16.8K sold.

Leelyn Smith first reported a position in ES in Q4 2019 and held it in 13 quarters. The position peaked at $149K in Q3 2020. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Leelyn Smith reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 200 Eversource Energy shares in Q1 2023, an estimated $16.8K.
  • Leelyn Smith first reported a position in Eversource Energy in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's Eversource Energy position peaked at $149K in Q3 2020.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.