PSG
ES icon

Planning Solutions Group’s Eversource Energy ES Stock Holding History

Planning Solutions 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
2019
Q2 		$468K Sell
6,171
-6,768
-52% -$495K 0.24% 79
2019
Q1 		$918K Hold
12,939
– – 0.49% 42
2018
Q4 		$842K Buy
+12,939
New +$843K 0.51% 36

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Planning Solutions Group's ES Position: Q2 2019 in Review

Planning Solutions Group reduced its Eversource Energy (ES) stake by 52% in Q2 2019, selling an estimated $495K and leaving 6,171 shares worth $468K. The position accounts for 0.24% of the portfolio, ranked #79.

Planning Solutions Group first reported a position in ES in Q4 2018 and has held it in 3 quarters since. The position peaked at $918K in Q1 2019. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

  • Planning Solutions Group held 6,171 shares of Eversource Energy worth $468K as of Q2 2019.
  • Planning Solutions Group sold 6,768 Eversource Energy shares in Q2 2019, an estimated $495K.
  • Eversource Energy made up 0.24% of Planning Solutions Group's portfolio in Q2 2019, its #79 holding.
  • Planning Solutions Group first reported a position in Eversource Energy in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Eversource Energy position peaked at $918K in Q1 2019.
  • 684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.