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Telemus Capital’s Eversource Energy ES Stock Holding History

Telemus Capital’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
-3,612
Closed -$310K – 330
2022
Q4 		$310K Hold
3,612
– – 0.03% 273
2022
Q3 		$282K Hold
3,612
– – 0.03% 261
2022
Q2 		$305K Hold
3,612
– – 0.03% 281
2022
Q1 		$319K Sell
3,612
-95
-3% -$8.13K 0.03% 263
2021
Q4 		$337K Sell
3,707
-46
-1% -$3.96K 0.03% 281
2021
Q3 		$307K Hold
3,753
– – 0.03% 274
2021
Q2 		$301K Hold
3,753
– – 0.02% 286
2021
Q1 		$329K Hold
3,753
– – 0.02% 314
2020
Q4 		$325K Hold
3,753
– – 0.02% 305
2020
Q3 		$343K Buy
3,753
+125
+3% +$10.7K 0.03% 356
2020
Q2 		$310K Hold
3,628
– – 0.02% 335
2020
Q1 		$304K Buy
+3,628
New +$318K 0.02% 309

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Telemus Capital's ES Position: Q1 2023 in Review

Telemus Capital sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 3,612 shares — an estimated $310K sold.

Telemus Capital first reported a position in ES in Q1 2020 and held it in 12 quarters. The position peaked at $343K in Q3 2020. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Telemus Capital reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Telemus Capital sold 3,612 Eversource Energy shares in Q1 2023, an estimated $310K.
  • Telemus Capital first reported a position in Eversource Energy in Q1 2020 and held it in 12 quarters.
  • Telemus Capital's Eversource Energy position peaked at $343K in Q3 2020.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Telemus Capital's 13F filing for Q1 2023, filed 11 Apr 2023.