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Schechter Investment Advisors’s Eversource Energy ES Stock Holding History

Schechter Investment 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
2023
Q2 		– Sell
-2,867
Closed -$224K – 682
2023
Q1 		$224K Sell
2,867
-1,100
-28% -$86.9K 0.02% 587
2022
Q4 		$333K Buy
3,967
+367
+10% +$29.1K 0.03% 603
2022
Q3 		$280K Buy
3,600
+624
+21% +$55K 0.03% 728
2022
Q2 		$251K Buy
2,976
+234
+9% +$20.8K 0.02% 769
2022
Q1 		$241K Buy
2,742
+172
+7% +$14.7K 0.02% 780
2021
Q4 		$234K Buy
+2,570
New +$221K 0.02% 758

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Schechter Investment Advisors's ES Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 2,867 shares — an estimated $224K sold.

Schechter Investment Advisors first reported a position in ES in Q4 2021 and held it in 6 quarters. The position peaked at $333K in Q4 2022. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,867 Eversource Energy shares in Q2 2023, an estimated $224K.
  • Schechter Investment Advisors first reported a position in Eversource Energy in Q4 2021 and held it in 6 quarters.
  • Schechter Investment Advisors's Eversource Energy position peaked at $333K in Q4 2022.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.