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Sierra Capital’s Eversource Energy ES Stock Holding History

Sierra Capital’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
Q1 		– Sell
-20
Closed -$2K – 302
2022
Q4 		$2K Hold
20
– – ﹤0.01% 509
2022
Q3 		$2K Sell
20
-12
-38% -$1.06K ﹤0.01% 509
2022
Q2 		$3K Hold
32
– – ﹤0.01% 523
2022
Q1 		$3K Buy
32
+12
+60% +$1.03K ﹤0.01% 587
2021
Q4 		$2K Buy
+20
New +$1.72K ﹤0.01% 667

Other funds holding ES

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sierra Capital's ES Position: Q1 2023 in Review

Sierra Capital sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 20 shares — an estimated $2K sold.

Sierra Capital first reported a position in ES in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Sierra Capital reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 20 Eversource Energy shares in Q1 2023, an estimated $2K.
  • Sierra Capital first reported a position in Eversource Energy in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Eversource Energy position peaked at $3K in Q2 2022.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.