IndexIQ Advisors’s Eversource Energy ES Stock Holding History

IndexIQ 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
2022 Q1	$508K	Sell	5,760 -981	-15%	-$83.9K	0.02%	405
2021 Q4	$613K	Buy	6,741 +793	+13%	+$68.2K	0.02%	443
2021 Q3	$486K	Buy	5,948 +293	+5%	+$25.4K	0.02%	575
2021 Q2	$454K	Buy	5,655 +173	+3%	+$14.6K	0.02%	538
2021 Q1	$475K	Buy	5,482 +692	+14%	+$58.7K	0.02%	388
2020 Q4	$414K	Buy	4,790 +2,240	+88%	+$199K	0.02%	468
2020 Q3	$213K	Buy	2,550 +1,572	+161%	+$135K	0.01%	593
2020 Q2	$81K	Buy	978 +865	+765%	+$71.6K	﹤0.01%	860
2020 Q1	$9K	Buy	113 +2	+2%	+$175	﹤0.01%	833
2019 Q4	$9K	Buy	+111	New	+$9.23K	﹤0.01%	655

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

IndexIQ Advisors's ES Position: Q1 2022 in Review

IndexIQ Advisors reduced its Eversource Energy (ES) stake by 15% in Q1 2022, selling an estimated $83.9K and leaving 5,760 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #405.

IndexIQ Advisors first reported a position in ES in Q4 2019 and has held it in 10 quarters since. The position peaked at $613K in Q4 2021. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

IndexIQ Advisors held 5,760 shares of Eversource Energy worth $508K as of Q1 2022.
IndexIQ Advisors sold 981 Eversource Energy shares in Q1 2022, an estimated $83.9K.
Eversource Energy made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #405 holding.
IndexIQ Advisors first reported a position in Eversource Energy in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Eversource Energy position peaked at $613K in Q4 2021.
849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.