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Caldwell Sutter Capital’s Eversource Energy ES Stock Holding History

Caldwell Sutter Capital’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
Q4 		– Sell
-34
Closed -$1.96K – 959
2023
Q3 		$1.98K Hold
34
– – ﹤0.01% 741
2023
Q2 		$2.41K Buy
+34
New +$2.53K ﹤0.01% 714

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Caldwell Sutter Capital's ES Position: Q4 2023 in Review

Caldwell Sutter Capital sold out of Eversource Energy (ES) in Q4 2023, closing a stake of 34 shares — an estimated $1.96K sold.

Caldwell Sutter Capital first reported a position in ES in Q2 2023 and held it in 2 quarters. The position peaked at $2.41K in Q2 2023. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

  • Caldwell Sutter Capital reported no remaining Eversource Energy position as of Q4 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 34 Eversource Energy shares in Q4 2023, an estimated $1.96K.
  • Caldwell Sutter Capital first reported a position in Eversource Energy in Q2 2023 and held it in 2 quarters.
  • Caldwell Sutter Capital's Eversource Energy position peaked at $2.41K in Q2 2023.
  • 818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Caldwell Sutter Capital's 13F filing for Q4 2023, filed 19 Jan 2024.