SFS
ES icon

Sowell Financial Services’s Eversource Energy ES Stock Holding History

Sowell Financial Services’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
-3,597
Closed -$282K – 633
2023
Q1 		$282K Buy
+3,597
New +$284K 0.02% 579
2021
Q2 		– Sell
-6,352
Closed -$536K – 1170
2021
Q1 		$536K Buy
6,352
+93
+1% +$7.89K 0.02% 618
2020
Q4 		$541K Buy
6,259
+249
+4% +$22.2K 0.02% 501
2020
Q3 		$502K Sell
6,010
-115
-2% -$9.85K 0.03% 468
2020
Q2 		$510K Sell
6,125
-4,519
-42% -$374K 0.03% 447
2020
Q1 		$832K Sell
10,644
-425
-4% -$37.3K 0.06% 278
2019
Q4 		$942K Buy
11,069
+4,511
+69% +$375K 0.07% 277
2019
Q3 		$561K Buy
+6,558
New +$521K 0.05% 380
2019
Q1 		$290K Buy
4,082
+1
+0% +$69 0.03% 458
2018
Q4 		$265K Buy
4,081
+574
+16% +$37.4K 0.04% 408
2018
Q3 		$215K Buy
+3,507
New +$215K 0.03% 318

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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