NovaPoint Capital’s Eversource Energy ES Stock Holding History

NovaPoint Capital’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 Q1	–	Sell	-2,441	Closed	-$211K	–	116
2020 Q4	$211K	Buy	+2,441	New	+$217K	0.11%	105

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

NovaPoint Capital's ES Position: Q1 2021 in Review

NovaPoint Capital sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 2,441 shares — an estimated $211K sold.

NovaPoint Capital first reported a position in ES in Q4 2020 and held it in 1 quarter. The position peaked at $211K in Q4 2020. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

NovaPoint Capital reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
NovaPoint Capital sold 2,441 Eversource Energy shares in Q1 2021, an estimated $211K.
NovaPoint Capital first reported a position in Eversource Energy in Q4 2020 and held it in 1 quarter.
NovaPoint Capital's Eversource Energy position peaked at $211K in Q4 2020.
786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on NovaPoint Capital's 13F filing for Q1 2021, filed 13 May 2021.