Sargent Bickham Lagudis’s Eversource Energy ES Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$92.6K	Hold	1,105	–	–	0.01%	349
2022 Q3	$86K	Hold	1,105	–	–	0.01%	332
2022 Q2	$93K	Sell	1,105 -60	-5%	-$5.33K	0.01%	332
2022 Q1	$103K	Sell	1,165 -471	-29%	-$40.3K	0.01%	332
2021 Q4	$149K	Hold	1,636	–	–	0.01%	279
2021 Q3	$134K	Hold	1,636	–	–	0.01%	293
2021 Q2	$131K	Hold	1,636	–	–	0.01%	308
2021 Q1	$142K	Hold	1,636	–	–	0.01%	290
2020 Q4	$142K	Hold	1,636	–	–	0.01%	285
2020 Q3	$137K	Hold	1,636	–	–	0.01%	253
2020 Q2	$136K	Hold	1,636	–	–	0.01%	240
2020 Q1	$128K	Buy	1,636 +531	+48%	+$46.6K	0.02%	231
2019 Q4	$94K	Buy	1,105 +80	+8%	+$6.65K	0.01%	289
2019 Q3	$88K	Hold	1,025	–	–	0.01%	270
2019 Q2	$78K	Hold	1,025	–	–	0.01%	308
2019 Q1	$73K	Hold	1,025	–	–	0.01%	323
2018 Q4	$67K	Hold	1,025	–	–	0.01%	321
2018 Q3	$63K	Hold	1,025	–	–	0.01%	333
2018 Q2	$60K	Hold	1,025	–	–	0.01%	335
2018 Q1	$60K	Hold	1,025	–	–	0.01%	331
2017 Q4	$65K	Hold	1,025	–	–	0.01%	334
2017 Q3	$62K	Hold	1,025	–	–	0.01%	339
2017 Q2	$62K	Hold	1,025	–	–	0.01%	329
2017 Q1	$60K	Hold	1,025	–	–	0.01%	333
2016 Q4	$57K	Hold	1,025	–	–	0.01%	319
2016 Q3	$56	Hold	1,025	–	–	0.01%	326
2016 Q2	$61K	Hold	1,025	–	–	0.01%	313
2016 Q1	$60K	Buy	+1,025	New	+$55.9K	0.01%	336

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Sargent Bickham Lagudis's ES Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Eversource Energy (ES) position steady in Q4 2022 at 1,105 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #349.

Sargent Bickham Lagudis first reported a position in ES in Q1 2016 and has held it in 28 quarters since. The position peaked at $149K in Q4 2021. 872 funds tracked by Wall St. Rank hold ES as of Q4 2022.

Sargent Bickham Lagudis held 1,105 shares of Eversource Energy worth $92.6K as of Q4 2022.
Sargent Bickham Lagudis left its Eversource Energy share count unchanged in Q4 2022.
Eversource Energy made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #349 holding.
Sargent Bickham Lagudis first reported a position in Eversource Energy in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Eversource Energy position peaked at $149K in Q4 2021.
872 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.