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Peak Financial Management’s Eversource Energy ES Stock Holding History

Peak Financial Management’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
2022
Q2 		– Sell
-2,342
Closed -$207K – 73
2022
Q1 		$207K Hold
2,342
– – 0.07% 73
2021
Q4 		$213K Buy
+2,342
New +$201K 0.07% 74
2021
Q2 		– Sell
-2,532
Closed -$219K – 72
2021
Q1 		$219K Hold
2,532
– – 0.08% 70
2020
Q4 		$219K Hold
2,532
– – 0.08% 63
2020
Q3 		$212K Hold
2,532
– – 0.09% 56
2020
Q2 		$211K Buy
+2,532
New +$210K 0.1% 54

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Peak Financial Management's ES Position: Q2 2022 in Review

Peak Financial Management sold out of Eversource Energy (ES) in Q2 2022, closing a stake of 2,342 shares — an estimated $207K sold.

Peak Financial Management first reported a position in ES in Q2 2020 and held it in 6 quarters. The position peaked at $219K in Q1 2021. 852 funds tracked by Wall St. Rank hold ES as of Q2 2022.

  • Peak Financial Management reported no remaining Eversource Energy position as of Q2 2022 after selling out during the quarter.
  • Peak Financial Management sold 2,342 Eversource Energy shares in Q2 2022, an estimated $207K.
  • Peak Financial Management first reported a position in Eversource Energy in Q2 2020 and held it in 6 quarters.
  • Peak Financial Management's Eversource Energy position peaked at $219K in Q1 2021.
  • 852 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2022.

Based on Peak Financial Management's 13F filing for Q2 2022, filed 29 Jul 2022.