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Wealthspire Advisors (Maryland)’s Eversource Energy ES Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$494K Buy
5,910
+699
+13% +$59.8K 0.02% 274
2020
Q2 		$434K Sell
5,211
-123
-2% -$10.2K 0.03% 282
2020
Q1 		$417K Sell
5,334
-265
-5% -$23.2K 0.04% 259
2019
Q4 		$476K Buy
5,599
+223
+4% +$18.5K 0.03% 288
2019
Q3 		$459K Sell
5,376
-158
-3% -$12.6K 0.03% 271
2019
Q2 		$419K Sell
5,534
-828
-13% -$60.6K 0.03% 286
2019
Q1 		$451K Sell
6,362
-374
-6% -$25.8K 0.03% 271
2018
Q4 		$438K Sell
6,736
-227
-3% -$14.8K 0.04% 245
2018
Q3 		$428K Sell
6,963
-323
-4% -$19.8K 0.04% 274
2018
Q2 		$427K Buy
7,286
+1,939
+36% +$112K 0.04% 271
2018
Q1 		$315K Sell
5,347
-814
-13% -$48.2K 0.03% 351
2017
Q4 		$389K Buy
6,161
+471
+8% +$29.8K 0.04% 314
2017
Q3 		$344K Sell
5,690
-98
-2% -$6.05K 0.04% 328
2017
Q2 		$351K Buy
5,788
+4,557
+370% +$277K 0.04% 311
2017
Q1 		$72K Buy
1,231
+278
+29% +$15.8K 0.01% 697
2016
Q4 		$53K Buy
953
+40
+4% +$2.14K 0.01% 751
2016
Q3 		$49K Buy
913
+122
+15% +$6.89K 0.01% 776
2016
Q2 		$47K Sell
791
-141
-15% -$7.97K 0.01% 749
2016
Q1 		$54K Sell
932
-8
-0.9% -$436 0.01% 684
2015
Q4 		$48K Buy
+940
New +$47.8K 0.01% 723

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ES Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Eversource Energy (ES) stake by 13% in Q3 2020, buying an estimated $59.8K and bringing the position to 5,910 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #274.

Wealthspire Advisors (Maryland) first reported a position in ES in Q4 2015 and has held it in 20 quarters since. 760 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,910 shares of Eversource Energy worth $494K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 699 Eversource Energy shares in Q3 2020, an estimated $59.8K.
  • Eversource Energy made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #274 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Eversource Energy in Q4 2015 and has held it in 20 quarters since.
  • 760 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.