Global Financial Private Capital’s Eversource Energy ES Stock Holding History

Global Financial Private Capital’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	$2.11M	Buy	25,298 +442	+2%	+$36.6K	0.13%	146
2020 Q1	$1.95M	Sell	24,856 -2,896	-10%	-$254K	0.12%	149
2019 Q4	$2.36M	Buy	+27,752	New	+$2.31M	0.12%	174
2018 Q1	–	Sell	-9,122	Closed	-$576K	–	529
2017 Q4	$576K	Buy	9,122 +3,429	+60%	+$217K	0.02%	323
2017 Q3	$344K	Buy	+5,693	New	+$351K	0.01%	387

Other funds holding ES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Global Financial Private Capital's ES Position: Q2 2020 in Review

Global Financial Private Capital increased its Eversource Energy (ES) stake by 1.8% in Q2 2020, buying an estimated $36.6K and bringing the position to 25,298 shares worth $2.11M. The position accounts for 0.13% of the portfolio, ranked #146.

Global Financial Private Capital first reported a position in ES in Q3 2017 and has held it in 5 quarters since. The position peaked at $2.36M in Q4 2019. 744 funds tracked by Wall St. Rank hold ES as of Q2 2020.

Global Financial Private Capital held 25,298 shares of Eversource Energy worth $2.11M as of Q2 2020.
Global Financial Private Capital bought 442 Eversource Energy shares in Q2 2020, an estimated $36.6K.
Eversource Energy made up 0.13% of Global Financial Private Capital's portfolio in Q2 2020, its #146 holding.
Global Financial Private Capital first reported a position in Eversource Energy in Q3 2017 and has held it in 5 quarters since.
Global Financial Private Capital's Eversource Energy position peaked at $2.36M in Q4 2019.
744 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.