RWA Wealth Partners’s Eversource Energy ES Stock Holding History

RWA Wealth Partners’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	-2,807	Closed	-$220K	–	338
2023 Q1	$220K	Hold	2,807	–	–	0.01%	240
2022 Q4	$241K	Hold	2,807	–	–	0.01%	237
2022 Q3	$219K	Hold	2,807	–	–	0.02%	220
2022 Q2	$237K	Hold	2,807	–	–	0.02%	214
2022 Q1	$248K	Hold	2,807	–	–	0.02%	229
2021 Q4	$255K	Hold	2,807	–	–	0.02%	227
2021 Q3	$230K	Hold	2,807	–	–	0.02%	229
2021 Q2	$225K	Hold	2,807	–	–	0.02%	230
2021 Q1	$243K	Hold	2,807	–	–	0.02%	220
2020 Q4	$243K	Hold	2,807	–	–	0.02%	212
2020 Q3	$235K	Hold	2,807	–	–	0.02%	193
2020 Q2	$234K	Hold	2,807	–	–	0.03%	193
2020 Q1	$220K	Hold	2,807	–	–	0.03%	186
2019 Q4	$239K	Hold	2,807	–	–	0.02%	220
2019 Q3	$240K	Buy	+2,807	New	+$223K	0.03%	211
2018 Q3	–	Sell	-392	Closed	-$23K	–	379
2018 Q2	$23K	Hold	392	–	–	﹤0.01%	520
2018 Q1	$23K	Buy	+392	New	+$23.2K	﹤0.01%	403

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

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

RWA Wealth Partners's ES Position: Q2 2023 in Review

RWA Wealth Partners sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 2,807 shares — an estimated $220K sold.

RWA Wealth Partners first reported a position in ES in Q1 2018 and held it in 17 quarters. The position peaked at $255K in Q4 2021. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

RWA Wealth Partners reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
RWA Wealth Partners sold 2,807 Eversource Energy shares in Q2 2023, an estimated $220K.
RWA Wealth Partners first reported a position in Eversource Energy in Q1 2018 and held it in 17 quarters.
RWA Wealth Partners's Eversource Energy position peaked at $255K in Q4 2021.
853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on RWA Wealth Partners's 13F filing for Q2 2023, filed 4 Aug 2023.