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Girard Partners’s Eversource Energy ES Stock Holding History

Girard Partners’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
2023
Q2 		– Sell
-2,612
Closed -$204K – 255
2023
Q1 		$204K Buy
2,612
+214
+9% +$16.9K 0.02% 246
2022
Q4 		$201K Buy
+2,398
New +$190K 0.02% 257
2022
Q1 		– Sell
-2,265
Closed -$206K – 251
2021
Q4 		$206K Sell
2,265
-352
-13% -$30.3K 0.02% 225
2021
Q3 		$213K Hold
2,617
– – 0.03% 218
2021
Q2 		$209K Sell
2,617
-476
-15% -$40.1K 0.03% 226
2021
Q1 		$267K Hold
3,093
– – 0.04% 197
2020
Q4 		$267K Sell
3,093
-524
-14% -$46.7K 0.04% 194
2020
Q3 		$302K Hold
3,617
– – 0.05% 183
2020
Q2 		$301K Sell
3,617
-500
-12% -$41.4K 0.05% 182
2020
Q1 		$321K Hold
4,117
– – 0.06% 168
2019
Q4 		$350K Hold
4,117
– – 0.06% 182
2019
Q3 		$351K Sell
4,117
-900
-18% -$71.5K 0.07% 166
2019
Q2 		$380K Hold
5,017
– – 0.07% 170
2019
Q1 		$355K Sell
5,017
-117
-2% -$8.06K 0.07% 174
2018
Q4 		$333K Buy
5,134
+117
+2% +$7.62K 0.07% 174
2018
Q3 		$308K Hold
5,017
– – 0.05% 198
2018
Q2 		$294K Buy
5,017
+884
+21% +$50.9K 0.06% 213
2018
Q1 		$244K Sell
4,133
-1,221
-23% -$72.2K 0.06% 207
2017
Q4 		$338K Buy
+5,354
New +$338K 0.06% 208

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Girard Partners's ES Position: Q2 2023 in Review

Girard Partners sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 2,612 shares — an estimated $204K sold.

Girard Partners first reported a position in ES in Q4 2017 and held it in 19 quarters. The position peaked at $380K in Q2 2019. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.

  • Girard Partners reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
  • Girard Partners sold 2,612 Eversource Energy shares in Q2 2023, an estimated $204K.
  • Girard Partners first reported a position in Eversource Energy in Q4 2017 and held it in 19 quarters.
  • Girard Partners's Eversource Energy position peaked at $380K in Q2 2019.
  • 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Girard Partners's 13F filing for Q2 2023, filed 15 Aug 2023.