Becker Capital Management’s Eversource Energy ES Stock Holding History

Becker Capital 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
2021 Q1	–	Sell	-2,739	Closed	-$237K	–	195
2020 Q4	$237K	Sell	2,739 -200	-7%	-$17.8K	0.01%	170
2020 Q3	$246K	Sell	2,939 -75	-2%	-$6.42K	0.01%	160
2020 Q2	$251K	Hold	3,014	–	–	0.01%	156
2020 Q1	$236K	Sell	3,014 -25	-0.8%	-$2.19K	0.01%	159
2019 Q4	$259K	Sell	3,039 -800	-21%	-$66.5K	0.01%	164
2019 Q3	$328K	Hold	3,839	–	–	0.01%	141
2019 Q2	$291K	Hold	3,839	–	–	0.01%	152
2019 Q1	$272K	Hold	3,839	–	–	0.01%	178
2018 Q4	$250K	Sell	3,839 -530	-12%	-$34.5K	0.01%	164
2018 Q3	$268K	Hold	4,369	–	–	0.01%	165
2018 Q2	$256K	Hold	4,369	–	–	0.01%	145
2018 Q1	$257K	Buy	4,369 +69	+2%	+$4.08K	0.01%	151
2017 Q4	$272K	Hold	4,300	–	–	0.01%	139
2017 Q3	$260K	Hold	4,300	–	–	0.01%	139
2017 Q2	$261K	Hold	4,300	–	–	0.01%	121
2017 Q1	$253K	Hold	4,300	–	–	0.01%	125
2016 Q4	$237K	Hold	4,300	–	–	0.01%	129
2016 Q3	$233K	Hold	4,300	–	–	0.01%	127
2016 Q2	$258K	Hold	4,300	–	–	0.01%	120
2016 Q1	$251K	Hold	4,300	–	–	0.01%	116
2015 Q4	$220K	Hold	4,300	–	–	0.01%	129
2015 Q3	$218K	Buy	+4,300	New	+$207K	0.01%	122
2015 Q2	–	Sell	-4,300	Closed	-$217K	–	142
2015 Q1	$217K	Hold	4,300	–	–	0.01%	132
2014 Q4	$230K	Buy	+4,300	New	+$214K	0.01%	134
2014 Q3	–	Sell	-4,300	Closed	-$203K	–	152
2014 Q2	$203K	Buy	+4,300	New	+$197K	0.01%	141

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

MAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Becker Capital Management's ES Position: Q1 2021 in Review

Becker Capital Management sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 2,739 shares — an estimated $237K sold.

Becker Capital Management first reported a position in ES in Q2 2014 and held it in 25 quarters. The position peaked at $328K in Q3 2019. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

Becker Capital Management reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
Becker Capital Management sold 2,739 Eversource Energy shares in Q1 2021, an estimated $237K.
Becker Capital Management first reported a position in Eversource Energy in Q2 2014 and held it in 25 quarters.
Becker Capital Management's Eversource Energy position peaked at $328K in Q3 2019.
786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on Becker Capital Management's 13F filing for Q1 2021, filed 13 May 2021.