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Tanager Wealth Management’s Eversource Energy ES Stock Holding History

Tanager 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
2023
Q1 		– Sell
-2,497
Closed -$209K – 74
2022
Q4 		$209K Buy
+2,497
New +$198K 0.06% 71

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State Street
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tanager Wealth Management's ES Position: Q1 2023 in Review

Tanager Wealth Management sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 2,497 shares — an estimated $209K sold.

Tanager Wealth Management first reported a position in ES in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 865 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Tanager Wealth Management reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Tanager Wealth Management sold 2,497 Eversource Energy shares in Q1 2023, an estimated $209K.
  • Tanager Wealth Management first reported a position in Eversource Energy in Q4 2022 and held it in 1 quarter.
  • Tanager Wealth Management's Eversource Energy position peaked at $209K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Tanager Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.