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Churchill Management’s Eversource Energy ES Stock Holding History

Churchill 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
2024
Q4 		– Sell
-161,648
Closed -$11M – 157
2024
Q3 		$11M Buy
+161,648
New +$10.4M 0.13% 69
2015
Q2 		– Sell
-16,119
Closed -$814K – 177
2015
Q1 		$814K Buy
16,119
+4,054
+34% +$213K 0.03% 146
2014
Q4 		$646K Buy
+12,065
New +$602K 0.03% 142
2013
Q3 		– Sell
-5,698
Closed -$239K – 194
2013
Q2 		$239K Buy
+5,698
New +$246K 0.01% 176

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Churchill Management's ES Position: Q4 2024 in Review

Churchill Management sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 161,648 shares — an estimated $11M sold.

Churchill Management first reported a position in ES in Q2 2013 and held it in 4 quarters. The position peaked at $11M in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Churchill Management reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Churchill Management sold 161,648 Eversource Energy shares in Q4 2024, an estimated $11M.
  • Churchill Management first reported a position in Eversource Energy in Q2 2013 and held it in 4 quarters.
  • Churchill Management's Eversource Energy position peaked at $11M in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Churchill Management's 13F filing for Q4 2024, filed 14 Jan 2025.