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Personal Wealth Partners’s Eversource Energy ES Stock Holding History

Personal 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
2021
Q3 		– Sell
-484
Closed -$39K – 185
2021
Q2 		$39K Buy
+484
New +$40.8K 0.02% 164
2020
Q1 		– Sell
-25
Closed -$2K – 231
2019
Q4 		$2K Hold
25
– – ﹤0.01% 343
2019
Q3 		$2K Buy
+25
New +$1.99K ﹤0.01% 352

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Personal Wealth Partners's ES Position: Q3 2021 in Review

Personal Wealth Partners sold out of Eversource Energy (ES) in Q3 2021, closing a stake of 484 shares — an estimated $39K sold.

Personal Wealth Partners first reported a position in ES in Q3 2019 and held it in 3 quarters. The position peaked at $39K in Q2 2021. 758 funds tracked by Wall St. Rank hold ES as of Q3 2021.

  • Personal Wealth Partners reported no remaining Eversource Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 484 Eversource Energy shares in Q3 2021, an estimated $39K.
  • Personal Wealth Partners first reported a position in Eversource Energy in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Eversource Energy position peaked at $39K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.