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Provence Wealth Management Group’s Eversource Energy ES Stock Holding History

Provence Wealth Management 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
Q4 		$4.69K Hold
76
– – ﹤0.01% 365
2023
Q3 		$4.42K Buy
+76
New +$5.07K ﹤0.01% 367

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 $344B AUM 42.99% 1-Year Est. Return

Provence Wealth Management Group's ES Position: Q4 2023 in Review

Provence Wealth Management Group held its Eversource Energy (ES) position steady in Q4 2023 at 76 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Provence Wealth Management Group first reported a position in ES in Q3 2023 and has held it in 2 quarters since. 820 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Provence Wealth Management Group held 76 shares of Eversource Energy worth $4.69K as of Q4 2023.
  • Provence Wealth Management Group left its Eversource Energy share count unchanged in Q4 2023.
  • Eversource Energy made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #365 holding.
  • Provence Wealth Management Group first reported a position in Eversource Energy in Q3 2023 and has held it in 2 quarters since.
  • 820 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.