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Outlook Wealth Advisors’s Eversource Energy ES Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-6,988
Closed -$406K – 252
2023
Q3 		$406K Buy
6,988
+189
+3% +$12.6K 0.16% 139
2023
Q2 		$482K Buy
6,799
+1,208
+22% +$90K 0.18% 130
2023
Q1 		$438K Buy
5,591
+119
+2% +$9.4K 0.19% 127
2022
Q4 		$459K Buy
5,472
+17
+0.3% +$1.35K 0.22% 109
2022
Q3 		$426K Buy
5,455
+31
+0.6% +$2.73K 0.19% 124
2022
Q2 		$458K Buy
5,424
+80
+1% +$7.11K 0.19% 129
2022
Q1 		$471K Sell
5,344
-45
-0.8% -$3.85K 0.16% 139
2021
Q4 		$490K Buy
5,389
+33
+0.6% +$2.84K 0.14% 142
2021
Q3 		$438K Sell
5,356
-6
-0.1% -$521 0.14% 153
2021
Q2 		$430K Buy
5,362
+367
+7% +$30.9K 0.14% 160
2021
Q1 		$432K Sell
4,995
-19
-0.4% -$1.61K 0.15% 151
2020
Q4 		$434K Buy
5,014
+197
+4% +$17.5K 0.16% 141
2020
Q3 		$402K Buy
4,817
+303
+7% +$25.9K 0.16% 127
2020
Q2 		$376K Buy
4,514
+239
+6% +$19.8K 0.16% 130
2020
Q1 		$334K Buy
4,275
+319
+8% +$28K 0.19% 111
2019
Q4 		$337K Buy
+3,956
New +$329K 0.19% 108

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Outlook Wealth Advisors's ES Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 6,988 shares — an estimated $406K sold.

Outlook Wealth Advisors first reported a position in ES in Q4 2019 and held it in 16 quarters. The position peaked at $490K in Q4 2021. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Outlook Wealth Advisors reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 6,988 Eversource Energy shares in Q4 2023, an estimated $406K.
  • Outlook Wealth Advisors first reported a position in Eversource Energy in Q4 2019 and held it in 16 quarters.
  • Outlook Wealth Advisors's Eversource Energy position peaked at $490K in Q4 2021.
  • 818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.