Pure Financial Advisors’s Eversource Energy ES Stock Holding History

Pure Financial Advisors’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 Q1	–	Sell	-2,404	Closed	-$202K	–	255
2022 Q4	$202K	Buy	+2,404	New	+$191K	0.01%	234
2022 Q3	–	Sell	-2,390	Closed	-$202K	–	236
2022 Q2	$202K	Buy	+2,390	New	+$212K	0.01%	226

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Pure Financial Advisors's ES Position: Q1 2023 in Review

Pure Financial Advisors sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 2,404 shares — an estimated $202K sold.

Pure Financial Advisors first reported a position in ES in Q2 2022 and held it in 2 quarters. The position peaked at $202K in Q2 2022. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

Pure Financial Advisors reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
Pure Financial Advisors sold 2,404 Eversource Energy shares in Q1 2023, an estimated $202K.
Pure Financial Advisors first reported a position in Eversource Energy in Q2 2022 and held it in 2 quarters.
Pure Financial Advisors's Eversource Energy position peaked at $202K in Q2 2022.
863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Pure Financial Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.