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Lincoln National Corp’s Eversource Energy ES Stock Holding History

Lincoln National Corp’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
2024
Q1 		– Sell
-3,502
Closed -$216K – 1214
2023
Q4 		$216K Sell
3,502
-115
-3% -$6.63K ﹤0.01% 1020
2023
Q3 		$210K Sell
3,617
-196
-5% -$13.1K ﹤0.01% 946
2023
Q2 		$270K Sell
3,813
-1,468
-28% -$109K 0.01% 834
2023
Q1 		$413K Buy
5,281
+1,570
+42% +$124K 0.01% 654
2022
Q4 		$311K Buy
3,711
+281
+8% +$22.3K 0.01% 695
2022
Q3 		$268K Buy
3,430
+574
+20% +$50.6K 0.01% 697
2022
Q2 		$241K Buy
2,856
+104
+4% +$9.24K 0.01% 737
2022
Q1 		$243K Sell
2,752
-277
-9% -$23.7K 0.01% 789
2021
Q4 		$276K Sell
3,029
-797
-21% -$68.6K 0.01% 740
2021
Q3 		$313K Sell
3,826
-11
-0.3% -$955 0.01% 662
2021
Q2 		$308K Sell
3,837
-81
-2% -$6.82K 0.01% 657
2021
Q1 		$340K Buy
3,918
+982
+33% +$83.3K 0.01% 577
2020
Q4 		$254K Buy
2,936
+516
+21% +$45.9K 0.01% 626
2020
Q3 		$202K Sell
2,420
-771
-24% -$66K 0.01% 635
2020
Q2 		$266K Buy
+3,191
New +$264K 0.01% 526

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lincoln National Corp's ES Position: Q1 2024 in Review

Lincoln National Corp sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 3,502 shares — an estimated $216K sold.

Lincoln National Corp first reported a position in ES in Q2 2020 and held it in 15 quarters. The position peaked at $413K in Q1 2023. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • Lincoln National Corp reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • Lincoln National Corp sold 3,502 Eversource Energy shares in Q1 2024, an estimated $216K.
  • Lincoln National Corp first reported a position in Eversource Energy in Q2 2020 and held it in 15 quarters.
  • Lincoln National Corp's Eversource Energy position peaked at $413K in Q1 2023.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.