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New England Investment & Retirement Group’s Eversource Energy ES Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-186
Closed -$15K – 112
2020
Q1 		$15K Buy
+186
New +$16.3K 0.01% 129

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

New England Investment & Retirement Group's ES Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Eversource Energy (ES) in Q2 2020, closing a stake of 186 shares — an estimated $15K sold.

New England Investment & Retirement Group first reported a position in ES in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 744 funds tracked by Wall St. Rank hold ES as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Eversource Energy position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 186 Eversource Energy shares in Q2 2020, an estimated $15K.
  • New England Investment & Retirement Group first reported a position in Eversource Energy in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Eversource Energy position peaked at $15K in Q1 2020.
  • 744 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.