VisionPoint Advisory Group’s Eversource Energy ES Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-4	Closed	-$233	–	786
2023 Q3	$233	Buy	+4	New	+$267	﹤0.01%	652
2020 Q1	–	Sell	-29,668	Closed	-$2.52M	–	130
2019 Q4	$2.52M	Buy	29,668 +2,811	+10%	+$234K	1.05%	26
2019 Q3	$2.3M	Buy	26,857 +2,086	+8%	+$166K	0.63%	28
2019 Q2	$1.88M	Buy	24,771 +1,376	+6%	+$101K	0.54%	31
2019 Q1	$1.66M	Buy	+23,395	New	+$1.61M	0.47%	41

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

VisionPoint Advisory Group's ES Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 4 shares — an estimated $233 sold.

VisionPoint Advisory Group first reported a position in ES in Q1 2019 and held it in 5 quarters. The position peaked at $2.52M in Q4 2019. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

VisionPoint Advisory Group reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 4 Eversource Energy shares in Q4 2023, an estimated $233.
VisionPoint Advisory Group first reported a position in Eversource Energy in Q1 2019 and held it in 5 quarters.
VisionPoint Advisory Group's Eversource Energy position peaked at $2.52M in Q4 2019.
818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.