TCI Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-297
| Closed | -$23.2K | – | 843 |
|
|
2023
Q1 | $23.2K | Buy |
297
+58
| +24% | +$4.58K | ﹤0.01% | 648 |
|
|
2022
Q4 | $20K | Sell |
239
-126
| -35% | -$9.99K | ﹤0.01% | 704 |
|
|
2022
Q3 | $28K | Buy |
365
+56
| +18% | +$4.93K | ﹤0.01% | 530 |
|
|
2022
Q2 | $26K | Sell |
309
-53
| -15% | -$4.71K | ﹤0.01% | 561 |
|
|
2022
Q1 | $32K | Sell |
362
-10
| -3% | -$855 | ﹤0.01% | 522 |
|
|
2021
Q4 | $34K | Sell |
372
-6,756
| -95% | -$581K | 0.01% | 500 |
|
|
2021
Q3 | $583K | Sell |
7,128
-16
| -0.2% | -$1.39K | 0.09% | 102 |
|
|
2021
Q2 | $573K | Buy |
7,144
+6,791
| +1,924% | +$572K | 0.1% | 106 |
|
|
2021
Q1 | $31K | Buy |
353
+105
| +42% | +$8.91K | 0.01% | 468 |
|
|
2020
Q4 | $21K | Sell |
248
-52
| -17% | -$4.63K | 0.01% | 483 |
|
|
2020
Q3 | $25K | Hold |
300
| – | – | 0.01% | 408 |
|
|
2020
Q2 | $25K | Sell |
300
-4
| -1% | -$331 | 0.01% | 404 |
|
|
2020
Q1 | $24K | Sell |
304
-123
| -29% | -$10.8K | 0.01% | 427 |
|
|
2019
Q4 | $36K | Hold |
427
| – | – | 0.01% | 447 |
|
|
2019
Q3 | $36K | Hold |
427
| – | – | 0.02% | 385 |
|
|
2019
Q2 | $32K | Hold |
427
| – | – | 0.01% | 390 |
|
|
2019
Q1 | $30K | Hold |
427
| – | – | 0.01% | 428 |
|
|
2018
Q4 | $28K | Sell |
427
-48
| -10% | -$3.13K | 0.01% | 418 |
|
|
2018
Q3 | $29K | Hold |
475
| – | – | 0.01% | 422 |
|
|
2018
Q2 | $28K | Buy |
475
+71
| +18% | +$4.09K | 0.01% | 418 |
|
|
2018
Q1 | $24K | Hold |
404
| – | – | 0.01% | 448 |
|
|
2017
Q4 | $26K | Hold |
404
| – | – | 0.01% | 447 |
|
|
2017
Q3 | $24K | Buy |
+404
| New | +$24.9K | 0.01% | 427 |
|
|
2017
Q2 | – | Sell |
-404
| Closed | -$24K | – | 1345 |
|
|
2017
Q1 | $24K | Sell |
404
-423
| -51% | -$24K | 0.01% | 417 |
|
|
2016
Q4 | $46K | Buy |
827
+52
| +7% | +$2.78K | 0.02% | 339 |
|
|
2016
Q3 | $42K | Hold |
775
| – | – | 0.02% | 321 |
|
|
2016
Q2 | $46K | Hold |
775
| – | – | 0.03% | 306 |
|
|
2016
Q1 | $45K | Buy |
+775
| New | +$42.3K | 0.02% | 313 |
|
|
2015
Q4 | – | Sell |
-475
| Closed | -$24K | – | 1038 |
|
|
2015
Q3 | $24K | Sell |
475
-300
| -39% | -$14.5K | 0.01% | 373 |
|
|
2015
Q2 | $35K | Buy |
+775
| New | +$37.6K | 0.02% | 314 |
|
|
2015
Q1 | – | Sell |
-352
| Closed | -$19K | – | 902 |
|
|
2014
Q4 | $19K | Hold |
352
| – | – | 0.01% | 358 |
|
|
2014
Q3 | $16K | Hold |
352
| – | – | 0.01% | 362 |
|
|
2014
Q2 | $17K | Hold |
352
| – | – | 0.01% | 366 |
|
|
2014
Q1 | $16K | Hold |
352
| – | – | 0.01% | 346 |
|
|
2013
Q4 | $15K | Hold |
352
| – | – | 0.01% | 367 |
|
|
2013
Q3 | $15K | Hold |
352
| – | – | 0.01% | 320 |
|
|
2013
Q2 | $15K | Buy |
+352
| New | +$15.2K | 0.01% | 326 |
|
Other funds holding ES
MAM
TCI Wealth Advisors's ES Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 297 shares — an estimated $23.2K sold.
TCI Wealth Advisors first reported a position in ES in Q2 2013 and held it in 37 quarters. The position peaked at $583K in Q3 2021. 854 funds tracked by Wall St. Rank hold ES as of Q2 2023.
- TCI Wealth Advisors reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 297 Eversource Energy shares in Q2 2023, an estimated $23.2K.
- TCI Wealth Advisors first reported a position in Eversource Energy in Q2 2013 and held it in 37 quarters.
- TCI Wealth Advisors's Eversource Energy position peaked at $583K in Q3 2021.
- 854 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.