HBT
ES icon

Heartland Bank & Trust’s Eversource Energy ES Stock Holding History

Heartland Bank & Trust’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
2021
Q1 		– Sell
-2,694
Closed -$233K – 119
2020
Q4 		$233K Buy
+2,694
New +$240K 0.21% 105

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Heartland Bank & Trust's ES Position: Q1 2021 in Review

Heartland Bank & Trust sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 2,694 shares — an estimated $233K sold.

Heartland Bank & Trust first reported a position in ES in Q4 2020 and held it in 1 quarter. The position peaked at $233K in Q4 2020. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

  • Heartland Bank & Trust reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
  • Heartland Bank & Trust sold 2,694 Eversource Energy shares in Q1 2021, an estimated $233K.
  • Heartland Bank & Trust first reported a position in Eversource Energy in Q4 2020 and held it in 1 quarter.
  • Heartland Bank & Trust's Eversource Energy position peaked at $233K in Q4 2020.
  • 786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on Heartland Bank & Trust's 13F filing for Q1 2021, filed 21 Jun 2021.