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Sovereign Financial Group’s Eversource Energy ES Stock Holding History

Sovereign Financial Group’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
Q3 		– Sell
-3,772
Closed -$268K – 235
2023
Q2 		$268K Buy
3,772
+286
+8% +$21.3K 0.09% 196
2023
Q1 		$273K Buy
3,486
+7
+0.2% +$553 0.1% 184
2022
Q4 		$292K Buy
3,479
+40
+1% +$3.17K 0.11% 172
2022
Q3 		$268K Buy
3,439
+7
+0.2% +$617 0.11% 168
2022
Q2 		$290K Buy
3,432
+11
+0.3% +$977 0.11% 161
2022
Q1 		$302K Buy
+3,421
New +$293K 0.11% 170

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sovereign Financial Group's ES Position: Q3 2023 in Review

Sovereign Financial Group sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 3,772 shares — an estimated $268K sold.

Sovereign Financial Group first reported a position in ES in Q1 2022 and held it in 6 quarters. The position peaked at $302K in Q1 2022. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • Sovereign Financial Group reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 3,772 Eversource Energy shares in Q3 2023, an estimated $268K.
  • Sovereign Financial Group first reported a position in Eversource Energy in Q1 2022 and held it in 6 quarters.
  • Sovereign Financial Group's Eversource Energy position peaked at $302K in Q1 2022.
  • 803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on Sovereign Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.