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Ecofin Advisors’s Eversource Energy ES Stock Holding History

Ecofin Advisors’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
2020
Q4 		– Sell
-2,110
Closed -$176K – 29
2020
Q3 		$176K Buy
+2,110
New +$181K 0.09% 32
2015
Q1 		– Sell
-96,354
Closed -$5.16M – 45
2014
Q4 		$5.16M Hold
96,354
– – 0.93% 29
2014
Q3 		$4.27M Sell
96,354
-34,817
-27% -$1.57M 0.76% 34
2014
Q2 		$6.2M Hold
131,171
– – 1.05% 31
2014
Q1 		$5.97M Buy
+131,171
New +$5.73M 1.3% 28
2013
Q4 		– Sell
-11,556
Closed -$280K – 55
2013
Q3 		$280K Sell
11,556
-286,249
-96% -$12.1M 2.95% 13
2013
Q2 		$12.5M Buy
+297,805
New +$12.9M 2.84% 14

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ecofin Advisors's ES Position: Q4 2020 in Review

Ecofin Advisors sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 2,110 shares — an estimated $176K sold.

Ecofin Advisors first reported a position in ES in Q2 2013 and held it in 7 quarters. The position peaked at $12.5M in Q2 2013. 809 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Ecofin Advisors reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
  • Ecofin Advisors sold 2,110 Eversource Energy shares in Q4 2020, an estimated $176K.
  • Ecofin Advisors first reported a position in Eversource Energy in Q2 2013 and held it in 7 quarters.
  • Ecofin Advisors's Eversource Energy position peaked at $12.5M in Q2 2013.
  • 809 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.