Stuart Chaussee & Associates’s Eversource Energy ES Stock Holding History

Stuart Chaussee & Associates’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
2021 Q4	–	Sell	-115	Closed	-$9K	–	170
2021 Q3	$9K	Hold	115	–	–	0.01%	108
2021 Q2	$9K	Hold	115	–	–	﹤0.01%	116
2021 Q1	$10K	Hold	115	–	–	﹤0.01%	122
2020 Q4	$10K	Hold	115	–	–	﹤0.01%	71
2020 Q3	$10K	Hold	115	–	–	﹤0.01%	74
2020 Q2	$10K	Hold	115	–	–	0.01%	54
2020 Q1	$9K	Hold	115	–	–	0.01%	51
2019 Q4	$10K	Hold	115	–	–	0.01%	84
2019 Q3	$10K	Hold	115	–	–	0.01%	85
2019 Q2	$9K	Hold	115	–	–	0.01%	91
2019 Q1	$8K	Hold	115	–	–	0.01%	88
2018 Q4	$7K	Hold	115	–	–	0.01%	77
2018 Q3	$7K	Hold	115	–	–	﹤0.01%	97
2018 Q2	$7K	Hold	115	–	–	﹤0.01%	101
2018 Q1	$7K	Hold	115	–	–	0.03%	68
2017 Q4	$7K	Hold	115	–	–	0.01%	76
2017 Q3	$7K	Hold	115	–	–	0.01%	74
2017 Q2	$7K	Sell	115 -22	-16%	-$1.34K	0.01%	70
2017 Q1	$8K	Buy	+137	New	+$7.79K	0.01%	68
2016 Q3	–	Sell	-115	Closed	-$7K	–	76
2016 Q2	$7K	Hold	115	–	–	0.01%	65
2016 Q1	$7K	Hold	115	–	–	0.01%	70
2015 Q4	$6K	Buy	+115	New	+$5.85K	0.01%	75

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stuart Chaussee & Associates's ES Position: Q4 2021 in Review

Stuart Chaussee & Associates sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 115 shares — an estimated $9K sold.

Stuart Chaussee & Associates first reported a position in ES in Q4 2015 and held it in 22 quarters. The position peaked at $10K in Q1 2021. 811 funds tracked by Wall St. Rank hold ES as of Q4 2021.

Stuart Chaussee & Associates reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
Stuart Chaussee & Associates sold 115 Eversource Energy shares in Q4 2021, an estimated $9K.
Stuart Chaussee & Associates first reported a position in Eversource Energy in Q4 2015 and held it in 22 quarters.
Stuart Chaussee & Associates's Eversource Energy position peaked at $10K in Q1 2021.
811 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.