E. Ohman J:or Asset Management’s Eversource Energy ES Stock Holding History

E. Ohman J:or 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
2021 Q4	–	Sell	-15,600	Closed	-$1.28M	–	457
2021 Q3	$1.28M	Hold	15,600	–	–	0.04%	255
2021 Q2	$1.25M	Buy	15,600 +900	+6%	+$75.8K	0.04%	255
2021 Q1	$1.27M	Sell	14,700 -1,100	-7%	-$93.4K	0.05%	222
2020 Q4	$1.37M	Buy	15,800 +1,500	+10%	+$134K	0.06%	191
2020 Q3	$1.19M	Buy	14,300 +1,800	+14%	+$154K	0.06%	157
2020 Q2	$1.04M	Hold	12,500	–	–	0.06%	160
2020 Q1	$978K	Sell	12,500 -2,400	-16%	-$211K	0.07%	138
2019 Q4	$1.27M	Sell	14,900 -1,000	-6%	-$83.2K	0.07%	163
2019 Q3	$1.36M	Buy	15,900 +3,600	+29%	+$286K	0.09%	132
2019 Q2	$932K	Sell	12,300 -1,500	-11%	-$110K	0.06%	166
2019 Q1	$979K	Buy	13,800 +2,000	+17%	+$138K	0.07%	162
2018 Q4	$767K	Sell	11,800 -3,100	-21%	-$202K	0.06%	172
2018 Q3	$915K	Buy	14,900 +1,400	+10%	+$85.7K	0.06%	180
2018 Q2	$791K	Buy	13,500 +6,127	+83%	+$353K	0.06%	187
2018 Q1	$434K	Hold	7,373	–	–	0.03%	274
2017 Q4	$466K	Hold	7,373	–	–	0.04%	280
2017 Q3	$446K	Buy	7,373 +200	+3%	+$12.3K	0.04%	278
2017 Q2	$435K	Hold	7,173	–	–	0.04%	270
2017 Q1	$422K	Hold	7,173	–	–	0.05%	276
2016 Q4	$396K	Hold	7,173	–	–	0.06%	252
2016 Q3	$389K	Hold	7,173	–	–	0.06%	241
2016 Q2	$430K	Buy	7,173 +2,000	+39%	+$113K	0.07%	207
2016 Q1	$302K	Hold	5,173	–	–	0.05%	247
2015 Q4	$264K	Hold	5,173	–	–	0.05%	283
2015 Q3	$262K	Hold	5,173	–	–	0.07%	257
2015 Q2	$235K	Sell	5,173 -2,500	-33%	-$121K	0.06%	317
2015 Q1	$388K	Buy	+7,673	New	+$404K	0.09%	226

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

MAM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

E. Ohman J:or Asset Management's ES Position: Q4 2021 in Review

E. Ohman J:or Asset Management sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 15,600 shares — an estimated $1.28M sold.

E. Ohman J:or Asset Management first reported a position in ES in Q1 2015 and held it in 27 quarters. The position peaked at $1.37M in Q4 2020. 811 funds tracked by Wall St. Rank hold ES as of Q4 2021.

E. Ohman J:or Asset Management reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
E. Ohman J:or Asset Management sold 15,600 Eversource Energy shares in Q4 2021, an estimated $1.28M.
E. Ohman J:or Asset Management first reported a position in Eversource Energy in Q1 2015 and held it in 27 quarters.
E. Ohman J:or Asset Management's Eversource Energy position peaked at $1.37M in Q4 2020.
811 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2021, filed 5 Apr 2024.