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Rational Advisors’s Eversource Energy ES Stock Holding History

Rational 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
Q4 		– Sell
-43
Closed -$4K – 335
2020
Q3 		$4K Sell
43
-390
-90% -$33.4K ﹤0.01% 396
2020
Q2 		$36K Buy
+433
New +$35.9K 0.02% 210
2020
Q1 		– Sell
-1,311
Closed -$112K – 276
2019
Q4 		$112K Buy
1,311
+1,105
+536% +$91.9K 0.05% 271
2019
Q3 		$18K Sell
206
-460
-69% -$36.6K 0.01% 463
2019
Q2 		$50K Buy
666
+289
+77% +$21.1K 0.02% 346
2019
Q1 		$27K Sell
377
-436
-54% -$30K 0.01% 363
2018
Q4 		$53K Buy
813
+796
+4,682% +$51.9K 0.02% 277
2018
Q3 		$1K Buy
+17
New +$1.04K ﹤0.01% 493

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Rational Advisors's ES Position: Q4 2020 in Review

Rational Advisors sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 43 shares — an estimated $4K sold.

Rational Advisors first reported a position in ES in Q3 2018 and held it in 8 quarters. The position peaked at $112K in Q4 2019. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Rational Advisors reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 43 Eversource Energy shares in Q4 2020, an estimated $4K.
  • Rational Advisors first reported a position in Eversource Energy in Q3 2018 and held it in 8 quarters.
  • Rational Advisors's Eversource Energy position peaked at $112K in Q4 2019.
  • 807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.