AIA
ES icon

Alera Investment Advisors’s Eversource Energy ES Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-87
Closed -$6K – 368
2019
Q1 		$6K Buy
87
+53
+156% +$3.65K ﹤0.01% 584
2018
Q4 		$2K Buy
+34
New +$2.21K ﹤0.01% 746

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Alera Investment Advisors's ES Position: Q2 2019 in Review

Alera Investment Advisors sold out of Eversource Energy (ES) in Q2 2019, closing a stake of 87 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in ES in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

  • Alera Investment Advisors reported no remaining Eversource Energy position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 87 Eversource Energy shares in Q2 2019, an estimated $6K.
  • Alera Investment Advisors first reported a position in Eversource Energy in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Eversource Energy position peaked at $6K in Q1 2019.
  • 684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.