Mattern Wealth Management’s Eversource Energy ES Stock Holding History

Mattern 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
2024 Q1	–	Sell	-15,278	Closed	-$943K	–	180
2023 Q4	$943K	Sell	15,278 -300	-2%	-$17.3K	0.24%	87
2023 Q3	$906K	Buy	15,578 +3,838	+33%	+$256K	0.27%	87
2023 Q2	$833K	Buy	11,740 +2,666	+29%	+$199K	0.24%	88
2023 Q1	$710K	Buy	+9,074	New	+$717K	0.24%	94
2021 Q1	–	Sell	-14,021	Closed	-$1.21M	–	156
2020 Q4	$1.21M	Sell	14,021 -1,232	-8%	-$110K	0.46%	62
2020 Q3	$1.27M	Buy	15,253 +221	+1%	+$18.9K	0.55%	58
2020 Q2	$1.25M	Buy	15,032 +2,063	+16%	+$171K	0.61%	52
2020 Q1	$1.01M	Sell	12,969 -452	-3%	-$39.7K	0.73%	44
2019 Q4	$1.14M	Buy	+13,421	New	+$1.12M	0.69%	57

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 $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mattern Wealth Management's ES Position: Q1 2024 in Review

Mattern Wealth Management sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 15,278 shares — an estimated $943K sold.

Mattern Wealth Management first reported a position in ES in Q4 2019 and held it in 9 quarters. The position peaked at $1.27M in Q3 2020. 816 funds tracked by Wall St. Rank hold ES as of Q1 2024.

Mattern Wealth Management reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
Mattern Wealth Management sold 15,278 Eversource Energy shares in Q1 2024, an estimated $943K.
Mattern Wealth Management first reported a position in Eversource Energy in Q4 2019 and held it in 9 quarters.
Mattern Wealth Management's Eversource Energy position peaked at $1.27M in Q3 2020.
816 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Mattern Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.