AIM
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AIA Investment Management’s Eversource Energy ES Stock Holding History

AIA 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
2020
Q3 		$88K Buy
1,053
+306
+41% +$26.2K 0.02% 251
2020
Q2 		$62K Sell
747
-343
-31% -$28.4K 0.01% 211
2020
Q1 		$85K Hold
1,090
– – 0.02% 173
2019
Q4 		$93K Buy
1,090
+334
+44% +$27.8K 0.12% 135
2019
Q3 		$65K Buy
+756
New +$60.1K 0.07% 162

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

AIA Investment Management's ES Position: Q3 2020 in Review

AIA Investment Management increased its Eversource Energy (ES) stake by 41% in Q3 2020, buying an estimated $26.2K and bringing the position to 1,053 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #251.

AIA Investment Management first reported a position in ES in Q3 2019 and has held it in 5 quarters since. The position peaked at $93K in Q4 2019. 759 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • AIA Investment Management held 1,053 shares of Eversource Energy worth $88K as of Q3 2020.
  • AIA Investment Management bought 306 Eversource Energy shares in Q3 2020, an estimated $26.2K.
  • Eversource Energy made up 0.02% of AIA Investment Management's portfolio in Q3 2020, its #251 holding.
  • AIA Investment Management first reported a position in Eversource Energy in Q3 2019 and has held it in 5 quarters since.
  • AIA Investment Management's Eversource Energy position peaked at $93K in Q4 2019.
  • 759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.