Pinnacle Financial Partners (Tennessee)’s Eversource Energy ES Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	–	Sell	-297	Closed	-$24K	–	479
2021 Q2	$24K	Buy	+297	New	+$25K	﹤0.01%	433
2018 Q2	–	Sell	-4,293	Closed	-$253K	–	402
2018 Q1	$253K	Sell	4,293 -40	-0.9%	-$2.37K	0.03%	279
2017 Q4	$273K	Sell	4,333 -43	-1%	-$2.72K	0.03%	269
2017 Q3	$264K	Sell	4,376 -730	-14%	-$45K	0.03%	246
2017 Q2	$310K	Buy	5,106 +75	+1%	+$4.55K	0.04%	236
2017 Q1	$296K	Buy	5,031 +100	+2%	+$5.68K	0.06%	206
2016 Q4	$272K	Sell	4,931 -662	-12%	-$35.4K	0.06%	205
2016 Q3	$324K	Hold	5,593	–	–	0.07%	203
2016 Q2	$324K	Sell	5,593 -945	-14%	-$53.4K	0.07%	196
2016 Q1	$381K	Buy	6,538 +812	+14%	+$44.3K	0.1%	178
2015 Q4	$292K	Buy	+5,726	New	+$291K	0.09%	195

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Pinnacle Financial Partners (Tennessee)'s ES Position: Q3 2021 in Review

Pinnacle Financial Partners (Tennessee) sold out of Eversource Energy (ES) in Q3 2021, closing a stake of 297 shares — an estimated $24K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in ES in Q4 2015 and held it in 11 quarters. The position peaked at $381K in Q1 2016. 758 funds tracked by Wall St. Rank hold ES as of Q3 2021.

Pinnacle Financial Partners (Tennessee) reported no remaining Eversource Energy position as of Q3 2021 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 297 Eversource Energy shares in Q3 2021, an estimated $24K.
Pinnacle Financial Partners (Tennessee) first reported a position in Eversource Energy in Q4 2015 and held it in 11 quarters.
Pinnacle Financial Partners (Tennessee)'s Eversource Energy position peaked at $381K in Q1 2016.
758 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2021.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2021, filed 26 Oct 2021.