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MPS Loria Financial Planners’s Eversource Energy ES Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-101
Closed -$8K – 256
2021
Q1 		$8K Hold
101
– – ﹤0.01% 310
2020
Q4 		$9K Buy
+101
New +$8.99K ﹤0.01% 308

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MPS Loria Financial Planners's ES Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 101 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in ES in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q4 2020. 774 funds tracked by Wall St. Rank hold ES as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 101 Eversource Energy shares in Q2 2021, an estimated $8K.
  • MPS Loria Financial Planners first reported a position in Eversource Energy in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Eversource Energy position peaked at $9K in Q4 2020.
  • 774 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.