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Piedmont Investment Advisors’s Eversource Energy ES Stock Holding History

Piedmont Investment 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
2020
Q2 		– Sell
-6,188
Closed -$484K – 222
2020
Q1 		$484K Buy
6,188
+100
+2% +$8.77K 0.02% 450
2019
Q4 		$518K Buy
6,088
+1,031
+20% +$85.7K 0.02% 502
2019
Q3 		$432K Buy
5,057
+305
+6% +$24.2K 0.02% 583
2019
Q2 		$360K Sell
4,752
-377
-7% -$27.6K 0.01% 688
2019
Q1 		$364K Buy
5,129
+418
+9% +$28.8K 0.01% 702
2018
Q4 		$306K Buy
4,711
+1,417
+43% +$92.3K 0.01% 705
2018
Q3 		$202K Sell
3,294
-418
-11% -$25.6K 0.01% 981
2018
Q2 		$218K Buy
+3,712
New +$214K 0.01% 789
2017
Q1 		– Sell
-900
Closed -$49.7K – 477
2016
Q4 		$49.7K Buy
900
+890
+8,900% +$47.6K ﹤0.01% 444
2016
Q3 		$541 Hold
10
– – ﹤0.01% 479
2016
Q2 		$599 Buy
+10
New +$566 ﹤0.01% 413
2015
Q4 		– Sell
-21,990
Closed -$1.11M – 407
2015
Q3 		$1.11M Buy
+21,990
New +$1.06M 0.03% 258

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Piedmont Investment Advisors's ES Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Eversource Energy (ES) in Q2 2020, closing a stake of 6,188 shares — an estimated $484K sold.

Piedmont Investment Advisors first reported a position in ES in Q3 2015 and held it in 12 quarters. The position peaked at $1.11M in Q3 2015. 744 funds tracked by Wall St. Rank hold ES as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Eversource Energy position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 6,188 Eversource Energy shares in Q2 2020, an estimated $484K.
  • Piedmont Investment Advisors first reported a position in Eversource Energy in Q3 2015 and held it in 12 quarters.
  • Piedmont Investment Advisors's Eversource Energy position peaked at $1.11M in Q3 2015.
  • 744 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.