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TRUADVICE’s Eversource Energy ES Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-3,078
Closed -$270K – 176
2021
Q2 		$270K Buy
3,078
+67
+2% +$5.64K 0.06% 257
2021
Q1 		$256K Buy
3,011
+80
+3% +$6.79K 0.08% 230
2020
Q4 		$260K Buy
2,931
+398
+16% +$35.4K 0.08% 226
2020
Q3 		$232K Buy
+2,533
New +$217K 0.09% 184

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

TRUADVICE's ES Position: Q3 2021 in Review

TRUADVICE sold out of Eversource Energy (ES) in Q3 2021, closing a stake of 3,078 shares — an estimated $270K sold.

TRUADVICE first reported a position in ES in Q3 2020 and held it in 4 quarters. The position peaked at $270K in Q2 2021. 758 funds tracked by Wall St. Rank hold ES as of Q3 2021.

  • TRUADVICE reported no remaining Eversource Energy position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 3,078 Eversource Energy shares in Q3 2021, an estimated $270K.
  • TRUADVICE first reported a position in Eversource Energy in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's Eversource Energy position peaked at $270K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.