EI
ES icon

Elkhorn Investments’s Eversource Energy ES Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.93M Buy
30,634
+10,074
+49% +$637K 1.01% 43
2017
Q3 		$1.24M Buy
20,560
+1,130
+6% +$69.7K 0.92% 70
2017
Q2 		$1.2M Sell
19,430
-834
-4% -$50.6K 0.93% 69
2017
Q1 		$1.19M Buy
+20,264
New +$1.15M 0.98% 46

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Elkhorn Investments's ES Position: Q4 2017 in Review

Elkhorn Investments increased its Eversource Energy (ES) stake by 49% in Q4 2017, buying an estimated $637K and bringing the position to 30,634 shares worth $1.93M. The position accounts for 1.01% of the portfolio, ranked #43.

Elkhorn Investments first reported a position in ES in Q1 2017 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold ES as of Q4 2017.

  • Elkhorn Investments held 30,634 shares of Eversource Energy worth $1.93M as of Q4 2017.
  • Elkhorn Investments bought 10,074 Eversource Energy shares in Q4 2017, an estimated $637K.
  • Eversource Energy made up 1.01% of Elkhorn Investments's portfolio in Q4 2017, its #43 holding.
  • Elkhorn Investments first reported a position in Eversource Energy in Q1 2017 and has held it in 4 quarters since.
  • 641 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.