Banque Pictet & Cie’s Eversource Energy ES Stock Holding History

Banque Pictet & Cie’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 Q2	–	Sell	-5,430	Closed	-$425K	–	531
2023 Q1	$425K	Sell	5,430 -5,269	-49%	-$416K	﹤0.01%	485
2022 Q4	$897K	Sell	10,699 -192	-2%	-$15.2K	0.01%	413
2022 Q3	$849K	Buy	10,891 +2,903	+36%	+$256K	0.01%	420
2022 Q2	$675	Sell	7,988 -711	-8%	-$63.2K	0.01%	483
2022 Q1	$767K	Sell	8,699 -769	-8%	-$65.8K	0.01%	478
2021 Q4	$861K	Buy	+9,468	New	+$814K	0.01%	474

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

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

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

MAM

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

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

Banque Pictet & Cie's ES Position: Q2 2023 in Review

Banque Pictet & Cie sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 5,430 shares — an estimated $425K sold.

Banque Pictet & Cie first reported a position in ES in Q4 2021 and held it in 6 quarters. The position peaked at $897K in Q4 2022. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

Banque Pictet & Cie reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
Banque Pictet & Cie sold 5,430 Eversource Energy shares in Q2 2023, an estimated $425K.
Banque Pictet & Cie first reported a position in Eversource Energy in Q4 2021 and held it in 6 quarters.
Banque Pictet & Cie's Eversource Energy position peaked at $897K in Q4 2022.
853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Banque Pictet & Cie's 13F filing for Q2 2023, filed 4 Aug 2023.