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MD Financial Management’s Eversource Energy ES Stock Holding History

MD Financial Management’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
Q4 		$2.1M Buy
23,029
+2,625
+13% +$226K 0.05% 203
2021
Q3 		$1.67M Sell
20,404
-3,630
-15% -$315K 0.04% 219
2021
Q2 		$1.93M Buy
+24,034
New +$2.02M 0.06% 199

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MD Financial Management's ES Position: Q4 2021 in Review

MD Financial Management increased its Eversource Energy (ES) stake by 13% in Q4 2021, buying an estimated $226K and bringing the position to 23,029 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #203.

MD Financial Management first reported a position in ES in Q2 2021 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold ES as of Q4 2021.

  • MD Financial Management held 23,029 shares of Eversource Energy worth $2.1M as of Q4 2021.
  • MD Financial Management bought 2,625 Eversource Energy shares in Q4 2021, an estimated $226K.
  • Eversource Energy made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #203 holding.
  • MD Financial Management first reported a position in Eversource Energy in Q2 2021 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.