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PCA Investment Advisory Services’s Eversource Energy ES Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-857
Closed -$60.8K – 200
2023
Q2 		$60.8K Buy
+857
New +$63.8K 0.04% 243

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Legal & General Group
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
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Northern Trust
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PCA Investment Advisory Services's ES Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 857 shares — an estimated $60.8K sold.

PCA Investment Advisory Services first reported a position in ES in Q2 2023 and held it in 1 quarter. The position peaked at $60.8K in Q2 2023. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 857 Eversource Energy shares in Q3 2023, an estimated $60.8K.
  • PCA Investment Advisory Services first reported a position in Eversource Energy in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Eversource Energy position peaked at $60.8K in Q2 2023.
  • 803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.