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Legend Financial Advisors’s Eversource Energy ES Stock Holding History

Legend Financial Advisors’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
Q2 		– Sell
-113
Closed -$8.84K – 216
2023
Q1 		$8.84K Hold
113
– – 0.01% 162
2022
Q4 		$9.47K Hold
113
– – 0.01% 169
2022
Q3 		$8.81K Buy
+113
New +$9.96K 0.01% 156

Other funds holding ES

Vanguard Group
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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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legend Financial Advisors's ES Position: Q2 2023 in Review

Legend Financial Advisors sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 113 shares — an estimated $8.84K sold.

Legend Financial Advisors first reported a position in ES in Q3 2022 and held it in 3 quarters. The position peaked at $9.47K in Q4 2022. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Legend Financial Advisors reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 113 Eversource Energy shares in Q2 2023, an estimated $8.84K.
  • Legend Financial Advisors first reported a position in Eversource Energy in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Eversource Energy position peaked at $9.47K in Q4 2022.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.