TCWP’s Eversource Energy ES Stock Holding History

TCWP’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 Q2	–	Sell	-390	Closed	-$34K	–	723
2022 Q1	$34K	Buy	+390	New	+$33.4K	0.01%	563

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

TCWP's ES Position: Q2 2022 in Review

TCWP sold out of Eversource Energy (ES) in Q2 2022, closing a stake of 390 shares — an estimated $34K sold.

TCWP first reported a position in ES in Q1 2022 and held it in 1 quarter. The position peaked at $34K in Q1 2022. 852 funds tracked by Wall St. Rank hold ES as of Q2 2022.

TCWP reported no remaining Eversource Energy position as of Q2 2022 after selling out during the quarter.
TCWP sold 390 Eversource Energy shares in Q2 2022, an estimated $34K.
TCWP first reported a position in Eversource Energy in Q1 2022 and held it in 1 quarter.
TCWP's Eversource Energy position peaked at $34K in Q1 2022.
852 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.