Desjardins Global Asset Management’s Eversource Energy ES Stock Holding History

Desjardins Global Asset 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
2023 Q4	$372K	Sell	6,030 -1,336	-18%	-$77K	0.04%	273
2023 Q3	$428K	Sell	7,366 -1,623	-18%	-$108K	0.05%	282
2023 Q2	$637K	Buy	8,989 +240	+3%	+$17.9K	0.07%	253
2023 Q1	$684K	Buy	8,749 +3,273	+60%	+$259K	0.09%	195
2022 Q4	$458K	Sell	5,476 -4,771	-47%	-$378K	0.07%	228
2022 Q3	$799K	Hold	10,247	–	–	0.1%	179
2022 Q2	$865K	Sell	10,247 -8,271	-45%	-$735K	0.11%	166
2022 Q1	$1.63M	Buy	18,518 +1,758	+10%	+$150K	0.14%	146
2021 Q4	$1.52M	Buy	+16,760	New	+$1.44M	0.13%	168

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Desjardins Global Asset Management's ES Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Eversource Energy (ES) stake by 18% in Q4 2023, selling an estimated $77K and leaving 6,030 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #273.

Desjardins Global Asset Management first reported a position in ES in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.63M in Q1 2022. 818 funds tracked by Wall St. Rank hold ES as of Q4 2023.

Desjardins Global Asset Management held 6,030 shares of Eversource Energy worth $372K as of Q4 2023.
Desjardins Global Asset Management sold 1,336 Eversource Energy shares in Q4 2023, an estimated $77K.
Eversource Energy made up 0.04% of Desjardins Global Asset Management's portfolio in Q4 2023, its #273 holding.
Desjardins Global Asset Management first reported a position in Eversource Energy in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Eversource Energy position peaked at $1.63M in Q1 2022.
818 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.