Selective Wealth Management’s Eversource Energy ES Stock Holding History

Selective Wealth Management’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	–	Sell	-1,255	Closed	-$98K	–	288
2022 Q3	$98K	Buy	1,255 +9	+0.7%	+$793	0.04%	211
2022 Q2	$105K	Hold	1,246	–	–	0.04%	212
2022 Q1	$110K	Hold	1,246	–	–	0.04%	197
2021 Q4	$113K	Hold	1,246	–	–	0.05%	182
2021 Q3	$102K	Hold	1,246	–	–	0.05%	182
2021 Q2	$100K	Hold	1,246	–	–	0.08%	121
2021 Q1	$108K	Hold	1,246	–	–	0.1%	75
2020 Q4	$108K	Hold	1,246	–	–	0.07%	75
2020 Q3	$104K	Hold	1,246	–	–	0.08%	74
2020 Q2	$104K	Hold	1,246	–	–	0.09%	74
2020 Q1	$97K	Hold	1,246	–	–	0.15%	45
2019 Q4	$106K	Hold	1,246	–	–	0.13%	46
2019 Q3	$106K	Buy	+1,246	New	+$99K	0.15%	51

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

Selective Wealth Management's ES Position: Q4 2022 in Review

Selective Wealth Management sold out of Eversource Energy (ES) in Q4 2022, closing a stake of 1,255 shares — an estimated $98K sold.

Selective Wealth Management first reported a position in ES in Q3 2019 and held it in 13 quarters. The position peaked at $113K in Q4 2021. 872 funds tracked by Wall St. Rank hold ES as of Q4 2022.

Selective Wealth Management reported no remaining Eversource Energy position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,255 Eversource Energy shares in Q4 2022, an estimated $98K.
Selective Wealth Management first reported a position in Eversource Energy in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Eversource Energy position peaked at $113K in Q4 2021.
872 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.