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Newman Dignan & Sheerar Inc’s Eversource Energy ES Stock Holding History

Newman Dignan & Sheerar Inc’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
Q2 		– Sell
-2,585
Closed -$202K – 189
2023
Q1 		$202K Buy
2,585
+1
+0% +$79 0.06% 183
2022
Q4 		$217K Buy
2,584
+2
+0.1% +$159 0.07% 175
2022
Q3 		$201 Buy
2,582
+2
+0.1% +$176 0.03% 174
2022
Q2 		$218K Buy
2,580
+1
+0% +$89 0.07% 176
2022
Q1 		$227 Sell
2,579
-312
-11% -$26.7K 0.04% 174
2021
Q4 		$263K Buy
2,891
+2
+0.1% +$172 0.08% 169
2021
Q3 		$236K Buy
2,889
+1
+0% +$87 0.07% 170
2021
Q2 		$232K Buy
2,888
+2
+0.1% +$168 0.08% 168
2021
Q1 		$250K Sell
2,886
-249
-8% -$21.1K 0.09% 159
2020
Q4 		$271 Buy
3,135
+1
+0% +$89 0.04% 143
2020
Q3 		$262K Sell
3,134
-100
-3% -$8.56K 0.11% 138
2020
Q2 		$293K Sell
3,234
-196
-6% -$16.2K 0.13% 121
2020
Q1 		$305K Sell
3,430
-259
-7% -$22.7K 0.16% 117
2019
Q4 		$314 Buy
3,689
+1,311
+55% +$109K 0.03% 129
2019
Q3 		$203K Buy
+2,378
New +$189K 0.1% 146

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newman Dignan & Sheerar Inc's ES Position: Q2 2023 in Review

Newman Dignan & Sheerar Inc sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 2,585 shares — an estimated $202K sold.

Newman Dignan & Sheerar Inc first reported a position in ES in Q3 2019 and held it in 15 quarters. The position peaked at $305K in Q1 2020. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Newman Dignan & Sheerar Inc reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 2,585 Eversource Energy shares in Q2 2023, an estimated $202K.
  • Newman Dignan & Sheerar Inc first reported a position in Eversource Energy in Q3 2019 and held it in 15 quarters.
  • Newman Dignan & Sheerar Inc's Eversource Energy position peaked at $305K in Q1 2020.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2023, filed 2 Aug 2023.