AIM
ES icon

Achmea Investment Management’s Eversource Energy ES Stock Holding History

Achmea Investment Management’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
2024
Q1 		– Sell
-24,299
Closed -$1.5M – 443
2023
Q4 		$1.5M Sell
24,299
-12,884
-35% -$743K 0.03% 349
2023
Q3 		$2.16M Sell
37,183
-12,232
-25% -$816K 0.05% 308
2023
Q2 		$3.5M Sell
49,415
-1,926
-4% -$143K 0.07% 266
2023
Q1 		$4.02M Buy
51,341
+37,246
+264% +$2.94M 0.12% 198
2022
Q4 		$1.11M Hold
14,095
– – 0.04% 382
2022
Q3 		$1.1M Hold
14,095
– – 0.04% 381
2022
Q2 		$1.19M Hold
14,095
– – 0.04% 376
2022
Q1 		$1.24M Hold
14,095
– – 0.03% 409
2021
Q4 		$1.28M Hold
14,095
– – 0.06% 229
2021
Q3 		$1.15M Buy
14,095
+613
+5% +$53.2K 0.04% 412
2021
Q2 		$1.08M Hold
13,482
– – 0.04% 400
2021
Q1 		$1.17M Sell
13,482
-15,034
-53% -$1.28M 0.04% 396
2020
Q4 		$2.47M Sell
28,516
-3,301
-10% -$294K 0.09% 270
2020
Q3 		$2.66M Sell
31,817
-80,400
-72% -$6.88M 0.11% 226
2020
Q2 		$9.34M Buy
112,217
+47,976
+75% +$3.97M 0.32% 74
2020
Q1 		$5.03M Buy
64,241
+54,112
+534% +$4.75M 0.23% 98
2019
Q4 		$861K Hold
10,129
– – 0.03% 387
2019
Q3 		$865K Sell
10,129
-7,626
-43% -$606K 0.03% 374
2019
Q2 		$1.35M Buy
17,755
+9,080
+105% +$664K 0.05% 338
2019
Q1 		$615K Buy
+8,675
New +$597K 0.03% 379
2018
Q2 		– Sell
-6,138
Closed -$360K – 492
2018
Q1 		$360K Sell
6,138
-14,773
-71% -$874K 0.01% 470
2017
Q4 		$1.32M Buy
20,911
+11,025
+112% +$697K 0.04% 356
2017
Q3 		$595K Hold
9,886
– – 0.03% 382
2017
Q2 		$598K Buy
+9,886
New +$600K 0.04% 391

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Achmea Investment Management's ES Position: Q1 2024 in Review

Achmea Investment Management sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 24,299 shares — an estimated $1.5M sold.

Achmea Investment Management first reported a position in ES in Q2 2017 and held it in 24 quarters. The position peaked at $9.34M in Q2 2020. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • Achmea Investment Management reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • Achmea Investment Management sold 24,299 Eversource Energy shares in Q1 2024, an estimated $1.5M.
  • Achmea Investment Management first reported a position in Eversource Energy in Q2 2017 and held it in 24 quarters.
  • Achmea Investment Management's Eversource Energy position peaked at $9.34M in Q2 2020.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Achmea Investment Management's 13F filing for Q1 2024, filed 8 May 2024.