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RMR Wealth Builders’s Eversource Energy ES Stock Holding History

RMR Wealth Builders’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
-2,039
Closed -$177K – 333
2021
Q1 		$177K Buy
+2,039
New +$173K 0.05% 205
2020
Q4 		– Sell
-2,502
Closed -$209K – 525
2020
Q3 		$209K Buy
+2,502
New +$214K 0.05% 193

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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RMR Wealth Builders's ES Position: Q2 2021 in Review

RMR Wealth Builders sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 2,039 shares — an estimated $177K sold.

RMR Wealth Builders first reported a position in ES in Q3 2020 and held it in 2 quarters. The position peaked at $209K in Q3 2020. 775 funds tracked by Wall St. Rank hold ES as of Q2 2021.

  • RMR Wealth Builders reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 2,039 Eversource Energy shares in Q2 2021, an estimated $177K.
  • RMR Wealth Builders first reported a position in Eversource Energy in Q3 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Eversource Energy position peaked at $209K in Q3 2020.
  • 775 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.