Lenox Wealth Advisors’s Eversource Energy ES Stock Holding History

Lenox Wealth 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
2022 Q1	$0	Hold	5	–	–	﹤0.01%	831
2021 Q4	$0	Hold	5	–	–	﹤0.01%	972
2021 Q3	$0	Buy	+5	New	+$434	﹤0.01%	736
2021 Q2	–	Sell	-37	Closed	-$3K	–	725
2021 Q1	$3K	Buy	+37	New	+$3.14K	﹤0.01%	566
2020 Q1	–	Sell	-5	Closed	–	–	819
2019 Q4	$0	Buy	+5	New	+$416	﹤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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Lenox Wealth Advisors's ES Position: Q1 2022 in Review

Lenox Wealth Advisors held its Eversource Energy (ES) position steady in Q1 2022 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Lenox Wealth Advisors first reported a position in ES in Q4 2019 and has held it in 5 quarters since. The position peaked at $3K in Q1 2021. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

Lenox Wealth Advisors held 5 shares of Eversource Energy worth $0 as of Q1 2022.
Lenox Wealth Advisors left its Eversource Energy share count unchanged in Q1 2022.
Eversource Energy made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #831 holding.
Lenox Wealth Advisors first reported a position in Eversource Energy in Q4 2019 and has held it in 5 quarters since.
Lenox Wealth Advisors's Eversource Energy position peaked at $3K in Q1 2021.
849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.