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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return