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Regal Wealth Group’s Eversource Energy ES Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-1,543
Closed -$134K – 113
2021
Q1 		$134K Buy
1,543
+11
+0.7% +$934 0.08% 55
2020
Q4 		$133K Buy
1,532
+10
+0.7% +$890 0.08% 55
2020
Q3 		$127K Buy
1,522
+11
+0.7% +$942 0.1% 52
2020
Q2 		$126K Buy
1,511
+10
+0.7% +$828 0.1% 52
2020
Q1 		$117K Buy
1,501
+10
+0.7% +$877 0.11% 47
2019
Q4 		$127K Buy
1,491
+10
+0.7% +$832 0.08% 52
2019
Q3 		$127K Buy
1,481
+9
+0.6% +$715 0.09% 50
2019
Q2 		$112K Buy
1,472
+10
+0.7% +$732 0.08% 54
2019
Q1 		$104K Buy
1,462
+11
+0.8% +$758 0.07% 53
2018
Q4 		$94K Buy
1,451
+12
+0.8% +$782 0.09% 53
2018
Q3 		$88K Buy
1,439
+11
+0.8% +$673 0.06% 60
2018
Q2 		$84K Buy
1,428
+13
+0.9% +$748 0.09% 61
2018
Q1 		$83K Buy
1,415
+12
+0.9% +$710 0.06% 60
2017
Q4 		$89K Buy
1,403
+10
+0.7% +$632 0.06% 57
2017
Q3 		$84K Buy
1,393
+11
+0.8% +$679 0.06% 57
2017
Q2 		$84K Buy
1,382
+11
+0.8% +$668 0.07% 58
2017
Q1 		$81K Buy
1,371
+11
+0.8% +$625 0.06% 60
2016
Q4 		$75K Buy
1,360
+10
+0.7% +$534 0.06% 59
2016
Q3 		$73K Buy
1,350
+11
+0.8% +$621 0.07% 54
2016
Q2 		$80K Buy
1,339
+10
+0.8% +$566 0.08% 49
2016
Q1 		$78K Buy
1,329
+10
+0.8% +$546 0.08% 50
2015
Q4 		$67K Buy
+1,319
New +$67.1K 0.07% 55

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Regal Wealth Group's ES Position: Q2 2021 in Review

Regal Wealth Group sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 1,543 shares — an estimated $134K sold.

Regal Wealth Group first reported a position in ES in Q4 2015 and held it in 22 quarters. The position peaked at $134K in Q1 2021. 774 funds tracked by Wall St. Rank hold ES as of Q2 2021.

  • Regal Wealth Group reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 1,543 Eversource Energy shares in Q2 2021, an estimated $134K.
  • Regal Wealth Group first reported a position in Eversource Energy in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's Eversource Energy position peaked at $134K in Q1 2021.
  • 774 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.