PFG Private Wealth Management’s Eversource Energy ES Stock Holding History

PFG Private Wealth 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
2023 Q3	–	Sell	-687	Closed	-$48.7K	–	306
2023 Q2	$48.7K	Hold	687	–	–	0.03%	148
2023 Q1	$53.8K	Hold	687	–	–	0.03%	146
2022 Q4	$58K	Hold	687	–	–	0.04%	133
2022 Q3	$54K	Hold	687	–	–	0.04%	139
2022 Q2	$58K	Hold	687	–	–	0.03%	147
2022 Q1	$61K	Buy	+687	New	+$58.8K	0.03%	145

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFG Private Wealth Management's ES Position: Q3 2023 in Review

PFG Private Wealth Management sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 687 shares — an estimated $48.7K sold.

PFG Private Wealth Management first reported a position in ES in Q1 2022 and held it in 6 quarters. The position peaked at $61K in Q1 2022. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

PFG Private Wealth Management reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 687 Eversource Energy shares in Q3 2023, an estimated $48.7K.
PFG Private Wealth Management first reported a position in Eversource Energy in Q1 2022 and held it in 6 quarters.
PFG Private Wealth Management's Eversource Energy position peaked at $61K in Q1 2022.
803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.