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Praesidis Advisors’s Eversource Energy ES Stock Holding History

Praesidis 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
2013
Q3 		$2.14M Buy
+51,834
New +$2.19M 10.03% 2

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Praesidis Advisors's ES Position: Q3 2013 in Review

Praesidis Advisors opened a new position in Eversource Energy (ES) in Q3 2013: 51,834 shares worth $2.14M. The stake represents 10.03% of the portfolio and ranks #2 among its holdings.

458 funds tracked by Wall St. Rank hold ES as of Q3 2013.

  • Praesidis Advisors held 51,834 shares of Eversource Energy worth $2.14M as of Q3 2013.
  • Eversource Energy was a new Praesidis Advisors position in Q3 2013.
  • Eversource Energy made up 10.03% of Praesidis Advisors's portfolio in Q3 2013, its #2 holding.
  • 458 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2013.

Based on Praesidis Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.