Nachman Norwood & Parrott’s Eversource Energy ES Stock Holding History

Nachman Norwood & Parrott’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 Q2	$771K	Sell	9,610 -40	-0.4%	-$3.37K	0.08%	151
2021 Q1	$836K	Hold	9,650	–	–	0.09%	138
2020 Q4	$834K	Buy	9,650 +40	+0.4%	+$3.56K	0.1%	129
2020 Q3	$803K	Sell	9,610 -51	-0.5%	-$4.37K	0.11%	120
2020 Q2	$804K	Sell	9,661 -549	-5%	-$45.5K	0.13%	113
2020 Q1	$798K	Hold	10,210	–	–	0.16%	97
2019 Q4	$868K	Hold	10,210	–	–	0.14%	112
2019 Q3	$873K	Hold	10,210	–	–	0.16%	109
2019 Q2	$774K	Hold	10,210	–	–	0.14%	118
2019 Q1	$724K	Buy	10,210 +544	+6%	+$37.5K	0.14%	118
2018 Q4	$629K	Buy	+9,666	New	+$630K	0.13%	122

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

MAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Nachman Norwood & Parrott's ES Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its Eversource Energy (ES) stake by 0.41% in Q2 2021, selling an estimated $3.37K and leaving 9,610 shares worth $771K. The position accounts for 0.08% of the portfolio, ranked #151.

Nachman Norwood & Parrott first reported a position in ES in Q4 2018 and has held it in 11 quarters since. The position peaked at $873K in Q3 2019. 775 funds tracked by Wall St. Rank hold ES as of Q2 2021.

Nachman Norwood & Parrott held 9,610 shares of Eversource Energy worth $771K as of Q2 2021.
Nachman Norwood & Parrott sold 40 Eversource Energy shares in Q2 2021, an estimated $3.37K.
Eversource Energy made up 0.08% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #151 holding.
Nachman Norwood & Parrott first reported a position in Eversource Energy in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's Eversource Energy position peaked at $873K in Q3 2019.
775 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.