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New England Professional Planning Group’s Eversource Energy ES Stock Holding History

New England Professional Planning 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
2018
Q3 		$508K Hold
8,264
– – 0.58% 18
2018
Q2 		$484K Hold
8,264
– – 0.62% 15
2018
Q1 		$498K Hold
8,264
– – 0.66% 16
2017
Q4 		$510K Buy
+8,264
New +$522K 0.62% 15
2016
Q2 		$484K Buy
+8,302
New +$470K 0.54% 24

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

New England Professional Planning Group's ES Position: Q3 2018 in Review

New England Professional Planning Group held its Eversource Energy (ES) position steady in Q3 2018 at 8,264 shares worth $508K. The position accounts for 0.58% of the portfolio, ranked #18.

New England Professional Planning Group first reported a position in ES in Q2 2016 and has held it in 5 quarters since. The position peaked at $510K in Q4 2017. 633 funds tracked by Wall St. Rank hold ES as of Q3 2018.

  • New England Professional Planning Group held 8,264 shares of Eversource Energy worth $508K as of Q3 2018.
  • New England Professional Planning Group left its Eversource Energy share count unchanged in Q3 2018.
  • Eversource Energy made up 0.58% of New England Professional Planning Group's portfolio in Q3 2018, its #18 holding.
  • New England Professional Planning Group first reported a position in Eversource Energy in Q2 2016 and has held it in 5 quarters since.
  • New England Professional Planning Group's Eversource Energy position peaked at $510K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on New England Professional Planning Group's 13F filing for Q3 2018, filed 7 Nov 2018.