WP
ES icon

WealthPLAN Partners’s Eversource Energy ES Stock Holding History

WealthPLAN Partners’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
-524
Closed -$37.2K – 549
2023
Q2 		$37.2K Hold
524
– – 0.01% 568
2023
Q1 		$41K Buy
+524
New +$41.4K ﹤0.01% 592
2019
Q2 		– Sell
-7,686
Closed -$558K – 251
2019
Q1 		$558K Buy
7,686
+370
+5% +$25.5K 0.09% 154
2018
Q4 		$514K Buy
7,316
+80
+1% +$5.21K 0.08% 149
2018
Q3 		$489K Buy
7,236
+910
+14% +$55.7K 0.09% 146
2018
Q2 		$370K Buy
6,326
+140
+2% +$8.06K 0.08% 173
2018
Q1 		$364K Buy
+6,186
New +$366K 0.08% 176
2016
Q3 		$27.6K Sell
524
-594
-53% -$33.5K 0.01% 422
2016
Q2 		$31.4K Buy
+1,118
New +$63.2K ﹤0.01% 1143
2015
Q4 		$26.9K Buy
+2,576
New +$131K ﹤0.01% 805

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's ES Position: Q3 2023 in Review

WealthPLAN Partners sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 524 shares — an estimated $37.2K sold.

WealthPLAN Partners first reported a position in ES in Q4 2015 and held it in 10 quarters. The position peaked at $558K in Q1 2019. 804 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • WealthPLAN Partners reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 524 Eversource Energy shares in Q3 2023, an estimated $37.2K.
  • WealthPLAN Partners first reported a position in Eversource Energy in Q4 2015 and held it in 10 quarters.
  • WealthPLAN Partners's Eversource Energy position peaked at $558K in Q1 2019.
  • 804 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.