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Evercore Wealth Management’s Eversource Energy ES Stock Holding History

Evercore Wealth 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
2020
Q4 		– Sell
-2,412
Closed -$201K – 422
2020
Q3 		$201K Buy
+2,412
New +$206K ﹤0.01% 369
2020
Q1 		– Sell
-2,445
Closed -$208K – 374
2019
Q4 		$208K Sell
2,445
-215
-8% -$17.9K 0.01% 387
2019
Q3 		$227K Sell
2,660
-269
-9% -$21.4K 0.01% 368
2019
Q2 		$222K Sell
2,929
-50
-2% -$3.66K 0.01% 385
2019
Q1 		$212K Buy
+2,979
New +$205K 0.01% 390
2018
Q2 		– Sell
-3,684
Closed -$217K – 407
2018
Q1 		$217K Hold
3,684
– – 0.01% 334
2017
Q4 		$233K Hold
3,684
– – 0.01% 339
2017
Q3 		$223K Hold
3,684
– – 0.01% 348
2017
Q2 		$224K Hold
3,684
– – 0.01% 346
2017
Q1 		$216K Sell
3,684
-25
-0.7% -$1.42K 0.01% 351
2016
Q4 		$205K Sell
3,709
-104
-3% -$5.56K 0.01% 360
2016
Q3 		$206K Sell
3,813
-108
-3% -$6.1K 0.01% 367
2016
Q2 		$235K Hold
3,921
– – 0.01% 334
2016
Q1 		$229K Hold
3,921
– – 0.01% 331
2015
Q4 		$201K Buy
3,921
+129
+3% +$6.56K 0.01% 365
2015
Q3 		$191K Buy
3,792
+774
+26% +$37.3K 0.01% 389
2015
Q2 		$137K Hold
3,018
– – 0.01% 482
2015
Q1 		$152K Sell
3,018
-288
-9% -$15.2K 0.01% 464
2014
Q4 		$177K Buy
3,306
+1,154
+54% +$57.5K 0.01% 378
2014
Q3 		$96K Hold
2,152
– – ﹤0.01% 519
2014
Q2 		$102K Buy
2,152
+656
+44% +$30.1K 0.01% 507
2014
Q1 		$68K Sell
1,496
-445
-23% -$19.4K ﹤0.01% 546
2013
Q4 		$82K Buy
1,941
+1,053
+119% +$44.2K ﹤0.01% 485
2013
Q3 		$37K Hold
888
– – ﹤0.01% 602
2013
Q2 		$37K Buy
+888
New +$38.4K ﹤0.01% 599

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Evercore Wealth Management's ES Position: Q4 2020 in Review

Evercore Wealth Management sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 2,412 shares — an estimated $201K sold.

Evercore Wealth Management first reported a position in ES in Q2 2013 and held it in 25 quarters. The position peaked at $235K in Q2 2016. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Evercore Wealth Management reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 2,412 Eversource Energy shares in Q4 2020, an estimated $201K.
  • Evercore Wealth Management first reported a position in Eversource Energy in Q2 2013 and held it in 25 quarters.
  • Evercore Wealth Management's Eversource Energy position peaked at $235K in Q2 2016.
  • 807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Evercore Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.