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Romano Brothers & Co’s Eversource Energy ES Stock Holding History

Romano Brothers & Co’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
Q2 		– Sell
-2,620
Closed -$205K – 312
2023
Q1 		$205K Hold
2,620
– – 0.03% 291
2022
Q4 		$220K Buy
2,620
+13
+0.5% +$1.03K 0.03% 283
2022
Q3 		$203K Buy
+2,607
New +$230K 0.03% 284

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Romano Brothers & Co's ES Position: Q2 2023 in Review

Romano Brothers & Co sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 2,620 shares — an estimated $205K sold.

Romano Brothers & Co first reported a position in ES in Q3 2022 and held it in 3 quarters. The position peaked at $220K in Q4 2022. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Romano Brothers & Co reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 2,620 Eversource Energy shares in Q2 2023, an estimated $205K.
  • Romano Brothers & Co first reported a position in Eversource Energy in Q3 2022 and held it in 3 quarters.
  • Romano Brothers & Co's Eversource Energy position peaked at $220K in Q4 2022.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Romano Brothers & Co's 13F filing for Q2 2023, filed 13 Jul 2023.