Minot Wealth Management’s Eversource Energy ES Stock Holding History

Minot 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
2022 Q2	$328K	Hold	3,888	–	–	0.08%	138
2022 Q1	$343K	Buy	3,888 +73	+2%	+$6.24K	0.07%	150
2021 Q4	$347K	Sell	3,815 -4	-0.1%	-$344	0.07%	151
2021 Q3	$312K	Sell	3,819 -17	-0.4%	-$1.48K	0.07%	157
2021 Q2	$318K	Buy	3,836 +38	+1%	+$3.2K	0.07%	153
2021 Q1	$329K	Buy	3,798 +397	+12%	+$33.7K	0.08%	137
2020 Q4	$294K	Buy	3,401 +196	+6%	+$17.5K	0.09%	125
2020 Q3	$268K	Buy	3,205 +253	+9%	+$21.7K	0.1%	119
2020 Q2	$246K	Buy	2,952 +6	+0.2%	+$497	0.12%	98
2020 Q1	$230K	Buy	2,946 +242	+9%	+$21.2K	0.16%	98
2019 Q4	$243K	Buy	+2,704	New	+$225K	0.11%	123

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Minot Wealth Management's ES Position: Q2 2022 in Review

Minot Wealth Management held its Eversource Energy (ES) position steady in Q2 2022 at 3,888 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #138.

Minot Wealth Management first reported a position in ES in Q4 2019 and has held it in 11 quarters since. The position peaked at $347K in Q4 2021. 853 funds tracked by Wall St. Rank hold ES as of Q2 2022.

Minot Wealth Management held 3,888 shares of Eversource Energy worth $328K as of Q2 2022.
Minot Wealth Management left its Eversource Energy share count unchanged in Q2 2022.
Eversource Energy made up 0.08% of Minot Wealth Management's portfolio in Q2 2022, its #138 holding.
Minot Wealth Management first reported a position in Eversource Energy in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Eversource Energy position peaked at $347K in Q4 2021.
853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.