Standard Family Office’s Eversource Energy ES Stock Holding History

Standard Family Office’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
2022 Q1	–	Sell	-32	Closed	-$3K	–	136
2021 Q4	$3K	Buy	+32	New	+$2.75K	0.03%	166
2021 Q3	–	Sell	-12	Closed	-$1K	–	223
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	488
2021 Q1	$1K	Sell	12 -7	-37%	-$594	﹤0.01%	521
2020 Q4	$2K	Buy	+19	New	+$1.69K	﹤0.01%	420

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Standard Family Office's ES Position: Q1 2022 in Review

Standard Family Office sold out of Eversource Energy (ES) in Q1 2022, closing a stake of 32 shares — an estimated $3K sold.

Standard Family Office first reported a position in ES in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

Standard Family Office reported no remaining Eversource Energy position as of Q1 2022 after selling out during the quarter.
Standard Family Office sold 32 Eversource Energy shares in Q1 2022, an estimated $3K.
Standard Family Office first reported a position in Eversource Energy in Q4 2020 and held it in 4 quarters.
Standard Family Office's Eversource Energy position peaked at $3K in Q4 2021.
849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

Based on Standard Family Office's 13F filing for Q1 2022, filed 16 May 2022.