Pictet Asset Management (Switzerland)’s Eversource Energy ES Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$155M	Sell	2,191,262 -732,092	-25%	-$54.5M	0.18%	144
2023 Q1	$229M	Sell	2,923,354 -154,733	-5%	-$12.2M	0.29%	101
2022 Q4	$258M	Buy	3,078,087 +13,681	+0.4%	+$1.09M	0.37%	69
2022 Q3	$239M	Buy	3,064,406 +830,693	+37%	+$73.2M	0.35%	74
2022 Q2	$189M	Buy	2,233,713 +605,331	+37%	+$53.8M	0.26%	116
2022 Q1	$144M	Sell	1,628,382 -28,458	-2%	-$2.43M	0.16%	176
2021 Q4	$151M	Sell	1,656,840 -221,805	-12%	-$19.1M	0.15%	178
2021 Q3	$154M	Buy	+1,878,645	New	+$163M	0.17%	167

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

MAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s ES Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Eversource Energy (ES) stake by 25% in Q2 2023, selling an estimated $54.5M and leaving 2,191,262 shares worth $155M. The position accounts for 0.18% of the portfolio, ranked #144.

Pictet Asset Management (Switzerland) first reported a position in ES in Q3 2021 and has held it in 8 quarters since. The position peaked at $258M in Q4 2022. 854 funds tracked by Wall St. Rank hold ES as of Q2 2023.

Pictet Asset Management (Switzerland) held 2,191,262 shares of Eversource Energy worth $155M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 732,092 Eversource Energy shares in Q2 2023, an estimated $54.5M.
Eversource Energy made up 0.18% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #144 holding.
Pictet Asset Management (Switzerland) first reported a position in Eversource Energy in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Eversource Energy position peaked at $258M in Q4 2022.
854 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.