MinichMacGregor Wealth Management’s Eversource Energy ES Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-1,109	Closed	-$93K	–	252
2022 Q4	$93K	Buy	+1,109	New	+$88K	0.03%	116
2018 Q4	–	Sell	-1,109	Closed	-$68K	–	211
2018 Q3	$68K	Sell	1,109 -22	-2%	-$1.35K	0.04%	106
2018 Q2	$66K	Hold	1,131	–	–	0.05%	98
2018 Q1	$66K	Hold	1,131	–	–	0.05%	94
2017 Q4	$71K	Hold	1,131	–	–	0.06%	88
2017 Q3	$68K	Hold	1,131	–	–	0.06%	84
2017 Q2	$68K	Hold	1,131	–	–	0.06%	83
2017 Q1	$66K	Hold	1,131	–	–	0.06%	83
2016 Q4	$62K	Hold	1,131	–	–	0.06%	89
2016 Q3	$61K	Buy	1,131 +2	+0.2%	+$113	0.06%	98
2016 Q2	$67K	Hold	1,129	–	–	0.06%	89
2016 Q1	$65K	Buy	1,129 +20	+2%	+$1.09K	0.06%	89
2015 Q4	$54K	Buy	+1,109	New	+$56.4K	0.05%	100

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MinichMacGregor Wealth Management's ES Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 1,109 shares — an estimated $93K sold.

MinichMacGregor Wealth Management first reported a position in ES in Q4 2015 and held it in 13 quarters. The position peaked at $93K in Q4 2022. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,109 Eversource Energy shares in Q1 2023, an estimated $93K.
MinichMacGregor Wealth Management first reported a position in Eversource Energy in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Eversource Energy position peaked at $93K in Q4 2022.
863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.