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Regent Peak Wealth Advisors’s Eversource Energy ES Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-353
Closed -$31K – 406
2020
Q4 		$31K Buy
+353
New +$31.4K 0.01% 377

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Regent Peak Wealth Advisors's ES Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 353 shares — an estimated $31K sold.

Regent Peak Wealth Advisors first reported a position in ES in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 353 Eversource Energy shares in Q1 2021, an estimated $31K.
  • Regent Peak Wealth Advisors first reported a position in Eversource Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Eversource Energy position peaked at $31K in Q4 2020.
  • 786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.