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Piershale Financial Group’s Eversource Energy ES Stock Holding History

Piershale Financial Group’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
Q2 		$21.7K Hold
306
– – 0.01% 71
2023
Q1 		$23.9K Hold
306
– – 0.02% 61
2022
Q4 		$25.7K Buy
+306
New +$24.3K 0.02% 55

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Piershale Financial Group's ES Position: Q2 2023 in Review

Piershale Financial Group held its Eversource Energy (ES) position steady in Q2 2023 at 306 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #71.

Piershale Financial Group first reported a position in ES in Q4 2022 and has held it in 3 quarters since. The position peaked at $25.7K in Q4 2022. 854 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Piershale Financial Group held 306 shares of Eversource Energy worth $21.7K as of Q2 2023.
  • Piershale Financial Group left its Eversource Energy share count unchanged in Q2 2023.
  • Eversource Energy made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #71 holding.
  • Piershale Financial Group first reported a position in Eversource Energy in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Eversource Energy position peaked at $25.7K in Q4 2022.
  • 854 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.