CSat Investment Advisory’s Eversource Energy ES Stock Holding History

CSat Investment Advisory’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
2021 Q1	$31K	Buy	355 +123	+53%	+$10.4K	0.03%	301
2020 Q4	$20K	Sell	232 -1,099	-83%	-$97.9K	0.02%	331
2020 Q3	$112K	Buy	1,331 +118	+10%	+$10.1K	0.01%	414
2020 Q2	$101K	Buy	1,213 +310	+34%	+$25.7K	0.01%	465
2020 Q1	$70K	Buy	903 +98	+12%	+$8.6K	0.01%	440
2019 Q4	$68K	Buy	805 +119	+17%	+$9.89K	0.02%	501
2019 Q3	$58K	Buy	686 +36	+6%	+$2.86K	0.02%	457
2019 Q2	$49K	Buy	650 +462	+246%	+$33.8K	0.02%	533
2019 Q1	$13K	Buy	188 +24	+15%	+$1.65K	0.01%	394
2018 Q4	$11K	Sell	164 -3	-2%	-$195	0.01%	395
2018 Q3	$10K	Sell	167 -23	-12%	-$1.41K	0.01%	365
2018 Q2	$11K	Buy	+190	New	+$10.9K	0.01%	323

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

CSat Investment Advisory's ES Position: Q1 2021 in Review

CSat Investment Advisory increased its Eversource Energy (ES) stake by 53% in Q1 2021, buying an estimated $10.4K and bringing the position to 355 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #301.

CSat Investment Advisory first reported a position in ES in Q2 2018 and has held it in 12 quarters since. The position peaked at $112K in Q3 2020. 787 funds tracked by Wall St. Rank hold ES as of Q1 2021.

CSat Investment Advisory held 355 shares of Eversource Energy worth $31K as of Q1 2021.
CSat Investment Advisory bought 123 Eversource Energy shares in Q1 2021, an estimated $10.4K.
Eversource Energy made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #301 holding.
CSat Investment Advisory first reported a position in Eversource Energy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Eversource Energy position peaked at $112K in Q3 2020.
787 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.