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TrinityPoint Wealth’s Eversource Energy ES Stock Holding History

TrinityPoint Wealth’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
Q3 		– Sell
-3,006
Closed -$213K – 293
2023
Q2 		$213K Buy
3,006
+8
+0.3% +$596 0.04% 259
2023
Q1 		$235K Buy
2,998
+17
+0.6% +$1.34K 0.05% 240
2022
Q4 		$250K Buy
2,981
+11
+0.4% +$872 0.06% 232
2022
Q3 		$232K Buy
+2,970
New +$262K 0.05% 246

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrinityPoint Wealth's ES Position: Q3 2023 in Review

TrinityPoint Wealth sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 3,006 shares — an estimated $213K sold.

TrinityPoint Wealth first reported a position in ES in Q3 2022 and held it in 4 quarters. The position peaked at $250K in Q4 2022. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • TrinityPoint Wealth reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 3,006 Eversource Energy shares in Q3 2023, an estimated $213K.
  • TrinityPoint Wealth first reported a position in Eversource Energy in Q3 2022 and held it in 4 quarters.
  • TrinityPoint Wealth's Eversource Energy position peaked at $250K in Q4 2022.
  • 803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on TrinityPoint Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.