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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's ES Position: Q1 2023 in Review

O'Brien Wealth Partners sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 1,994 shares — an estimated $167K sold.

O'Brien Wealth Partners first reported a position in ES in Q1 2018 and held it in 11 quarters. The position peaked at $209K in Q1 2021. 865 funds tracked by Wall St. Rank hold ES as of Q1 2023.

O'Brien Wealth Partners reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
O'Brien Wealth Partners sold 1,994 Eversource Energy shares in Q1 2023, an estimated $167K.
O'Brien Wealth Partners first reported a position in Eversource Energy in Q1 2018 and held it in 11 quarters.
O'Brien Wealth Partners's Eversource Energy position peaked at $209K in Q1 2021.
865 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on O'Brien Wealth Partners's 13F filing for Q1 2023, filed 8 May 2023.