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WealthPlan Investment Management’s Eversource Energy ES Stock Holding History

WealthPlan Investment Management’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
-502
Closed -$35.6K – 215
2023
Q2 		$35.6K Hold
502
– – 0.01% 217
2023
Q1 		$39.3K Buy
+502
New +$39.7K 0.01% 264

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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

WealthPlan Investment Management's ES Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 502 shares — an estimated $35.6K sold.

WealthPlan Investment Management first reported a position in ES in Q1 2023 and held it in 2 quarters. The position peaked at $39.3K in Q1 2023. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 502 Eversource Energy shares in Q3 2023, an estimated $35.6K.
  • WealthPlan Investment Management first reported a position in Eversource Energy in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Eversource Energy position peaked at $39.3K in Q1 2023.
  • 803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.