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Summit Wealth Group’s Eversource Energy ES Stock Holding History

Summit Wealth 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
Q2 		– Sell
-10,956
Closed – – 141
2023
Q1 		$0 Buy
+10,956
New +$865K ﹤0.01% 191
2021
Q3 		– Sell
-150
Closed -$12K – 102
2021
Q2 		$12K Hold
150
– – 0.02% 98
2021
Q1 		$13K Buy
+150
New +$12.7K 0.02% 91

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
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
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

Summit Wealth Group's ES Position: Q2 2023 in Review

Summit Wealth Group sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 10,956 shares.

Summit Wealth Group first reported a position in ES in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q1 2021. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Summit Wealth Group reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 10,956 Eversource Energy shares in Q2 2023.
  • Summit Wealth Group first reported a position in Eversource Energy in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Eversource Energy position peaked at $13K in Q1 2021.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.