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EA
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$544B AUM
28.31%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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