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Kula Investments’s Eversource Energy ES Stock Holding History

Kula Investments’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
Q1 		$1.14M Buy
14,592
+11,963
+455% +$945K 0.28% 94
2022
Q4 		$220K Buy
+2,629
New +$209K 0.06% 496

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

Kula Investments's ES Position: Q1 2023 in Review

Kula Investments increased its Eversource Energy (ES) stake by 455% in Q1 2023, buying an estimated $945K and bringing the position to 14,592 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #94.

Kula Investments first reported a position in ES in Q4 2022 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Kula Investments held 14,592 shares of Eversource Energy worth $1.14M as of Q1 2023.
  • Kula Investments bought 11,963 Eversource Energy shares in Q1 2023, an estimated $945K.
  • Eversource Energy made up 0.28% of Kula Investments's portfolio in Q1 2023, its #94 holding.
  • Kula Investments first reported a position in Eversource Energy in Q4 2022 and has held it in 2 quarters since.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.