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Lockerman Financial Group’s Eversource Energy ES Stock Holding History

Lockerman Financial Group’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
-2,727
Closed -$213K – 79
2023
Q1 		$213K Sell
2,727
-3
-0.1% -$237 0.59% 69
2022
Q4 		$229K Buy
2,730
+63
+2% +$5K 0.67% 59
2022
Q3 		$208K Buy
2,667
+169
+7% +$14.9K 0.6% 59
2022
Q2 		$211K Buy
2,498
+8
+0.3% +$711 0.67% 56
2022
Q1 		$220K Hold
2,490
– – 0.59% 64
2021
Q4 		$227K Buy
+2,490
New +$214K 0.59% 58

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State Street
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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

Lockerman Financial Group's ES Position: Q2 2023 in Review

Lockerman Financial Group sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 2,727 shares — an estimated $213K sold.

Lockerman Financial Group first reported a position in ES in Q4 2021 and held it in 6 quarters. The position peaked at $229K in Q4 2022. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Lockerman Financial Group reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Lockerman Financial Group sold 2,727 Eversource Energy shares in Q2 2023, an estimated $213K.
  • Lockerman Financial Group first reported a position in Eversource Energy in Q4 2021 and held it in 6 quarters.
  • Lockerman Financial Group's Eversource Energy position peaked at $229K in Q4 2022.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Lockerman Financial Group's 13F filing for Q2 2023, filed 20 Jul 2023.