O'Brien Wealth Partners’s Eversource Energy ES Stock Holding History

O'Brien Wealth Partners’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 Q1	–	Sell	-1,994	Closed	-$167K	–	58
2022 Q4	$167K	Sell	1,994 -10	-0.5%	-$793	0.07%	47
2022 Q3	$156K	Buy	2,004 +6	+0.3%	+$529	0.07%	50
2022 Q2	$169K	Buy	1,998 +22	+1%	+$1.96K	0.07%	53
2022 Q1	$179K	Sell	1,976 -3	-0.2%	-$257	0.07%	44
2021 Q4	$174K	Buy	+1,979	New	+$170K	0.06%	44
2021 Q2	–	Sell	-2,402	Closed	-$209K	–	46
2021 Q1	$209K	Buy	2,402 +148	+7%	+$12.6K	0.07%	42
2020 Q4	$203K	Sell	2,254 -3	-0.1%	-$267	0.07%	37
2020 Q3	$209K	Buy	+2,257	New	+$193K	0.09%	35
2018 Q4	–	Sell	-1,963	Closed	-$121K	–	109
2018 Q3	$121K	Buy	1,963 +1,250	+175%	+$76.5K	0.08%	52
2018 Q2	$42K	Sell	713 -1,250	-64%	-$71.9K	0.03%	41
2018 Q1	$116K	Buy	+1,963	New	+$116K	0.08%	44

Other funds holding ES

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B 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 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

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return