tru Independence’s Eversource Energy ES Stock Holding History

tru Independence’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
2020 Q4	–	Sell	-174	Closed	-$15K	–	781
2020 Q3	$15K	Buy	+174	New	+$14.9K	﹤0.01%	262

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

tru Independence's ES Position: Q4 2020 in Review

tru Independence sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 174 shares — an estimated $15K sold.

tru Independence first reported a position in ES in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

tru Independence reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
tru Independence sold 174 Eversource Energy shares in Q4 2020, an estimated $15K.
tru Independence first reported a position in Eversource Energy in Q3 2020 and held it in 1 quarter.
tru Independence's Eversource Energy position peaked at $15K in Q3 2020.
807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.