Wipfli Financial Advisors’s Eversource Energy ES Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$240K	Buy	+3,078	New	+$271K	0.02%	392

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Wipfli Financial Advisors's ES Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Eversource Energy (ES) in Q3 2022: 3,078 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings.

831 funds tracked by Wall St. Rank hold ES as of Q3 2022.

Wipfli Financial Advisors held 3,078 shares of Eversource Energy worth $240K as of Q3 2022.
Eversource Energy was a new Wipfli Financial Advisors position in Q3 2022.
Eversource Energy made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #392 holding.
831 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.