Mascoma Wealth Management’s Eversource Energy ES Stock Holding History

Mascoma Wealth Management’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	-300	Closed	-$23.3K	–	522
2023 Q1	$23.3K	Hold	300	–	–	0.01%	322
2022 Q4	$25.2K	Buy	+300	New	+$23.8K	0.01%	307
2019 Q3	–	Sell	-787	Closed	-$60K	–	160
2019 Q2	$60K	Hold	787	–	–	0.04%	147
2019 Q1	$56K	Hold	787	–	–	0.04%	142
2018 Q4	$51K	Hold	787	–	–	0.04%	139
2018 Q3	$48K	Hold	787	–	–	0.03%	163
2018 Q2	$46K	Buy	+787	New	+$45.3K	0.03%	160

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mascoma Wealth Management's ES Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 300 shares — an estimated $23.3K sold.

Mascoma Wealth Management first reported a position in ES in Q2 2018 and held it in 7 quarters. The position peaked at $60K in Q2 2019. 852 funds tracked by Wall St. Rank hold ES as of Q2 2023.

Mascoma Wealth Management reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 300 Eversource Energy shares in Q2 2023, an estimated $23.3K.
Mascoma Wealth Management first reported a position in Eversource Energy in Q2 2018 and held it in 7 quarters.
Mascoma Wealth Management's Eversource Energy position peaked at $60K in Q2 2019.
852 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.