Clean Yield Group’s Eversource Energy ES Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-155	Closed	-$11K	–	393
2023 Q2	$11K	Hold	155	–	–	﹤0.01%	327
2023 Q1	$12.1K	Hold	155	–	–	0.01%	322
2022 Q4	$13K	Hold	155	–	–	0.01%	322
2022 Q3	$12K	Hold	155	–	–	0.01%	314
2022 Q2	$13K	Hold	155	–	–	0.01%	320
2022 Q1	$14K	Hold	155	–	–	﹤0.01%	334
2021 Q4	$14K	Buy	+155	New	+$13.3K	﹤0.01%	347

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clean Yield Group's ES Position: Q3 2023 in Review

Clean Yield Group sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 155 shares — an estimated $11K sold.

Clean Yield Group first reported a position in ES in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q1 2022. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

Clean Yield Group reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
Clean Yield Group sold 155 Eversource Energy shares in Q3 2023, an estimated $11K.
Clean Yield Group first reported a position in Eversource Energy in Q4 2021 and held it in 7 quarters.
Clean Yield Group's Eversource Energy position peaked at $14K in Q1 2022.
803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.