ZIG
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Zullo Investment Group’s Eversource Energy ES Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-1,250
Closed -$105K – 312
2022
Q4 		$105K Buy
1,250
+7
+0.6% +$555 0.06% 197
2022
Q3 		$97K Hold
1,243
– – 0.06% 202
2022
Q2 		$105K Hold
1,243
– – 0.07% 204
2022
Q1 		$110K Hold
1,243
– – 0.06% 214
2021
Q4 		$113K Buy
+1,243
New +$107K 0.06% 216

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zullo Investment Group's ES Position: Q1 2023 in Review

Zullo Investment Group sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 1,250 shares — an estimated $105K sold.

Zullo Investment Group first reported a position in ES in Q4 2021 and held it in 5 quarters. The position peaked at $113K in Q4 2021. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Zullo Investment Group reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,250 Eversource Energy shares in Q1 2023, an estimated $105K.
  • Zullo Investment Group first reported a position in Eversource Energy in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Eversource Energy position peaked at $113K in Q4 2021.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.