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Geller Advisors’s Eversource Energy ES Stock Holding History

Geller 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
Q2 		– Sell
-3,287
Closed -$257K – 89
2020
Q1 		$257K Sell
3,287
-666
-17% -$58.4K 0.07% 51
2019
Q4 		$336K Sell
3,953
-1,367
-26% -$114K 0.1% 30
2019
Q3 		$455K Buy
+5,320
New +$423K 0.16% 27

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geller Advisors's ES Position: Q2 2020 in Review

Geller Advisors sold out of Eversource Energy (ES) in Q2 2020, closing a stake of 3,287 shares — an estimated $257K sold.

Geller Advisors first reported a position in ES in Q3 2019 and held it in 3 quarters. The position peaked at $455K in Q3 2019. 743 funds tracked by Wall St. Rank hold ES as of Q2 2020.

  • Geller Advisors reported no remaining Eversource Energy position as of Q2 2020 after selling out during the quarter.
  • Geller Advisors sold 3,287 Eversource Energy shares in Q2 2020, an estimated $257K.
  • Geller Advisors first reported a position in Eversource Energy in Q3 2019 and held it in 3 quarters.
  • Geller Advisors's Eversource Energy position peaked at $455K in Q3 2019.
  • 743 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on Geller Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.