Everett Harris & Co’s Hubbell HUBB Stock Holding History

Everett Harris & Co’s Portfolio HUBB Stock Details HUBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$540K	Hold	1,100	–	–	0.01%	217
2025 Q4	$489K	Hold	1,100	–	–	0.01%	228
2025 Q3	$473K	Hold	1,100	–	–	0.01%	226
2025 Q2	$449K	Hold	1,100	–	–	0.01%	232
2025 Q1	$364K	Hold	1,100	–	–	﹤0.01%	241
2024 Q4	$461K	Hold	1,100	–	–	0.01%	204
2024 Q3	$471K	Hold	1,100	–	–	0.01%	193
2024 Q2	$402K	Hold	1,100	–	–	0.01%	198
2024 Q1	$457K	Hold	1,100	–	–	0.01%	189
2023 Q4	$362K	Hold	1,100	–	–	0.01%	205
2023 Q3	$345K	Hold	1,100	–	–	0.01%	201
2023 Q2	$365K	Hold	1,100	–	–	0.01%	201
2023 Q1	$268K	Hold	1,100	–	–	﹤0.01%	224
2022 Q4	$258K	Hold	1,100	–	–	﹤0.01%	227
2022 Q3	$245K	Buy	+1,100	New	+$231K	﹤0.01%	223
2022 Q2	–	Sell	-1,111	Closed	-$204K	–	267
2022 Q1	$204K	Buy	1,111 +11	+1%	+$2.06K	﹤0.01%	259
2021 Q4	$229K	Buy	+1,100	New	+$220K	﹤0.01%	246
2021 Q3	–	Sell	-1,100	Closed	-$206K	–	268
2021 Q2	$206K	Hold	1,100	–	–	﹤0.01%	253
2021 Q1	$206K	Buy	+1,100	New	+$190K	﹤0.01%	247

Other funds holding HUBB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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