Berman Capital Advisors’s Eversource Energy ES Stock Holding History

Berman Capital 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
2021 Q3	$42K	Buy	518 +137	+36%	+$11.9K	0.01%	740
2021 Q2	$30K	Buy	381 +33	+9%	+$2.78K	﹤0.01%	766
2021 Q1	$30K	Buy	348 +1	+0.3%	+$85	0.01%	656
2020 Q4	$29K	Buy	347 +20	+6%	+$1.78K	0.01%	562
2020 Q3	$27K	Hold	327	–	–	0.01%	504
2020 Q2	$26K	Sell	327 -7	-2%	-$580	0.01%	473
2020 Q1	$25K	Buy	334 +73	+28%	+$6.4K	0.01%	439
2019 Q4	$22K	Buy	261 +2	+0.8%	+$166	0.01%	499
2019 Q3	$22K	Hold	259	–	–	0.01%	481
2019 Q2	$19K	Buy	259 +121	+88%	+$8.85K	0.01%	523
2019 Q1	$9K	Buy	138 +1	+0.7%	+$69	﹤0.01%	684
2018 Q4	$8K	Buy	+137	New	+$8.93K	﹤0.01%	556

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Berman Capital Advisors's ES Position: Q3 2021 in Review

Berman Capital Advisors increased its Eversource Energy (ES) stake by 36% in Q3 2021, buying an estimated $11.9K and bringing the position to 518 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #740.

Berman Capital Advisors first reported a position in ES in Q4 2018 and has held it in 12 quarters since. 759 funds tracked by Wall St. Rank hold ES as of Q3 2021.

Berman Capital Advisors held 518 shares of Eversource Energy worth $42K as of Q3 2021.
Berman Capital Advisors bought 137 Eversource Energy shares in Q3 2021, an estimated $11.9K.
Eversource Energy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #740 holding.
Berman Capital Advisors first reported a position in Eversource Energy in Q4 2018 and has held it in 12 quarters since.
759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.