SPWM
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Spartan Planning & Wealth Management’s Eversource Energy ES Stock Holding History

Spartan Planning & 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 		$143K Sell
1,711
-742
-30% -$58.8K 0.18% 74
2022
Q3 		$191K Buy
+2,453
New +$216K 0.25% 27
2022
Q2 		– Sell
-2,145
Closed -$189K – 114
2022
Q1 		$189K Buy
+2,145
New +$183K 0.24% 55

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spartan Planning & Wealth Management's ES Position: Q4 2022 in Review

Spartan Planning & Wealth Management reduced its Eversource Energy (ES) stake by 30% in Q4 2022, selling an estimated $58.8K and leaving 1,711 shares worth $143K. The position accounts for 0.18% of the portfolio, ranked #74.

Spartan Planning & Wealth Management first reported a position in ES in Q1 2022 and has held it in 3 quarters since. The position peaked at $191K in Q3 2022. 872 funds tracked by Wall St. Rank hold ES as of Q4 2022.

  • Spartan Planning & Wealth Management held 1,711 shares of Eversource Energy worth $143K as of Q4 2022.
  • Spartan Planning & Wealth Management sold 742 Eversource Energy shares in Q4 2022, an estimated $58.8K.
  • Eversource Energy made up 0.18% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #74 holding.
  • Spartan Planning & Wealth Management first reported a position in Eversource Energy in Q1 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Eversource Energy position peaked at $191K in Q3 2022.
  • 872 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.