Cascade Investment Advisors’s Eversource Energy ES Stock Holding History

Cascade 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
2023 Q2	–	Sell	-300	Closed	-$23.5K	–	140
2023 Q1	$23.5K	Buy	+300	New	+$23.7K	0.02%	177
2022 Q3	–	Sell	-300	Closed	-$25.3K	–	137
2022 Q2	$25.3K	Hold	300	–	–	0.02%	182
2022 Q1	$26.5K	Hold	300	–	–	0.02%	200
2021 Q4	$27.3K	Hold	300	–	–	0.02%	196
2021 Q3	$24.5K	Hold	300	–	–	0.02%	195
2021 Q2	$24.1K	Hold	300	–	–	0.02%	199
2021 Q1	$26K	Hold	300	–	–	0.02%	194
2020 Q4	$26K	Hold	300	–	–	0.02%	189
2020 Q3	$25.1K	Sell	300 -224	-43%	-$19.2K	0.02%	183
2020 Q2	$43.6K	Hold	524	–	–	0.04%	150
2020 Q1	$41K	Hold	524	–	–	0.05%	144
2019 Q4	$44.6K	Hold	524	–	–	0.03%	154
2019 Q3	$44.8K	Hold	524	–	–	0.03%	154
2019 Q2	$39.7K	Hold	524	–	–	0.03%	151
2019 Q1	$37.2K	Hold	524	–	–	0.03%	148
2018 Q4	$34.1K	Buy	+524	New	+$34.1K	0.03%	143

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

Cascade Investment Advisors's ES Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 300 shares — an estimated $23.5K sold.

Cascade Investment Advisors first reported a position in ES in Q4 2018 and held it in 16 quarters. The position peaked at $44.8K in Q3 2019. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

Cascade Investment Advisors reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 300 Eversource Energy shares in Q2 2023, an estimated $23.5K.
Cascade Investment Advisors first reported a position in Eversource Energy in Q4 2018 and held it in 16 quarters.
Cascade Investment Advisors's Eversource Energy position peaked at $44.8K in Q3 2019.
853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.