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Triad Financial Advisors’s Eversource Energy ES Stock Holding History

Triad Financial Advisors’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
-2,276
Closed -$201K – 106
2022
Q1 		$201K Sell
2,276
-315
-12% -$26.9K 0.11% 109
2021
Q4 		$236K Buy
+2,591
New +$223K 0.14% 109

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Triad Financial Advisors's ES Position: Q2 2022 in Review

Triad Financial Advisors sold out of Eversource Energy (ES) in Q2 2022, closing a stake of 2,276 shares — an estimated $201K sold.

Triad Financial Advisors first reported a position in ES in Q4 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 852 funds tracked by Wall St. Rank hold ES as of Q2 2022.

  • Triad Financial Advisors reported no remaining Eversource Energy position as of Q2 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 2,276 Eversource Energy shares in Q2 2022, an estimated $201K.
  • Triad Financial Advisors first reported a position in Eversource Energy in Q4 2021 and held it in 2 quarters.
  • Triad Financial Advisors's Eversource Energy position peaked at $236K in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2022.

Based on Triad Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.