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Ulland Investment Advisors’s Eversource Energy ES Stock Holding History

Ulland Investment 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
Q3 		– Sell
-55
Closed -$5K – 226
2022
Q2 		$5K Hold
55
– – 0.01% 212
2022
Q1 		$5K Buy
+55
New +$4.7K ﹤0.01% 229

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

Ulland Investment Advisors's ES Position: Q3 2022 in Review

Ulland Investment Advisors sold out of Eversource Energy (ES) in Q3 2022, closing a stake of 55 shares — an estimated $5K sold.

Ulland Investment Advisors first reported a position in ES in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 831 funds tracked by Wall St. Rank hold ES as of Q3 2022.

  • Ulland Investment Advisors reported no remaining Eversource Energy position as of Q3 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 55 Eversource Energy shares in Q3 2022, an estimated $5K.
  • Ulland Investment Advisors first reported a position in Eversource Energy in Q1 2022 and held it in 2 quarters.
  • Ulland Investment Advisors's Eversource Energy position peaked at $5K in Q2 2022.
  • 831 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2022.

Based on Ulland Investment Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.