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Cerebellum’s Eversource Energy ES Stock Holding History

Cerebellum’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
2020
Q3 		$65K Buy
+777
New +$66.5K 0.3% 67
2019
Q2 		– Sell
-1,134
Closed -$80K – 458
2019
Q1 		$80K Buy
+1,134
New +$78.1K 0.07% 373
2018
Q3 		– Sell
-639
Closed -$37K – 449
2018
Q2 		$37K Buy
+639
New +$36.8K 0.06% 357

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cerebellum's ES Position: Q3 2020 in Review

Cerebellum opened a new position in Eversource Energy (ES) in Q3 2020: 777 shares worth $65K. The stake represents 0.3% of the portfolio and ranks #67 among its holdings. This is a return to the name: Cerebellum previously reported a position in ES as recently as Q1 2019.

Cerebellum first reported a position in ES in Q2 2018 and has held it in 3 quarters since. The position peaked at $80K in Q1 2019. 759 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • Cerebellum held 777 shares of Eversource Energy worth $65K as of Q3 2020.
  • Eversource Energy was a new Cerebellum position in Q3 2020.
  • Eversource Energy made up 0.3% of Cerebellum's portfolio in Q3 2020, its #67 holding.
  • Cerebellum first reported a position in Eversource Energy in Q2 2018 and has held it in 3 quarters since.
  • Cerebellum's Eversource Energy position peaked at $80K in Q1 2019.
  • 759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.