Gideon Capital Advisors’s Eversource Energy ES Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-9,258	Closed	-$791K	–	304
2019 Q3	$791K	Sell	9,258 -11,988	-56%	-$953K	0.26%	129
2019 Q2	$1.61M	Sell	21,246 -1,442	-6%	-$106K	0.56%	56
2019 Q1	$1.61M	Sell	22,688 -5,253	-19%	-$362K	0.58%	40
2018 Q4	$1.82M	Buy	27,941 +15,459	+124%	+$1.01M	0.74%	23
2018 Q3	$767K	Buy	+12,482	New	+$764K	0.36%	74
2018 Q2	–	Sell	-15,512	Closed	-$914K	–	393
2018 Q1	$914K	Buy	+15,512	New	+$918K	0.57%	27
2017 Q2	–	Sell	-10,114	Closed	-$595K	–	298
2017 Q1	$595K	Buy	+10,114	New	+$575K	0.35%	74
2016 Q2	–	Sell	-8,118	Closed	-$474K	–	215
2016 Q1	$474K	Sell	8,118 -6,645	-45%	-$363K	0.59%	71
2015 Q4	$754K	Buy	+14,763	New	+$751K	0.55%	67
2014 Q3	–	Sell	-37,248	Closed	-$1.76M	–	297
2014 Q2	$1.76M	Buy	+37,248	New	+$1.71M	0.64%	47

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gideon Capital Advisors's ES Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Eversource Energy (ES) in Q4 2019, closing a stake of 9,258 shares — an estimated $791K sold.

Gideon Capital Advisors first reported a position in ES in Q2 2014 and held it in 10 quarters. The position peaked at $1.82M in Q4 2018. 759 funds tracked by Wall St. Rank hold ES as of Q4 2019.

Gideon Capital Advisors reported no remaining Eversource Energy position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 9,258 Eversource Energy shares in Q4 2019, an estimated $791K.
Gideon Capital Advisors first reported a position in Eversource Energy in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's Eversource Energy position peaked at $1.82M in Q4 2018.
759 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.