Sustainable Insight Capital Management’s Eversource Energy ES Stock Holding History

Sustainable Insight Capital Management’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	-12,900	Closed	-$1.08M	–	107
2022 Q4	$1.08M	Buy	12,900 +200	+2%	+$15.9K	1.22%	24
2022 Q3	$990K	Buy	12,700 +400	+3%	+$35.3K	1.16%	22
2022 Q2	$1.04M	Buy	+12,300	New	+$1.09M	1.03%	31
2022 Q1	–	Sell	-6,880	Closed	-$626K	–	125
2021 Q4	$626K	Sell	6,880 -9,359	-58%	-$805K	0.34%	41
2021 Q3	$1.33M	Buy	16,239 +4,956	+44%	+$430K	0.85%	29
2021 Q2	$905K	Sell	11,283 -5,689	-34%	-$479K	0.54%	35
2021 Q1	$1.47M	Buy	16,972 +9,494	+127%	+$806K	0.98%	30
2020 Q4	$647K	Buy	+7,478	New	+$666K	0.44%	41
2020 Q1	$1.18M	Sell	15,077 -18,323	-55%	-$1.61M	1.65%	22
2019 Q4	$2.84M	Sell	33,400 -4,700	-12%	-$391K	2.93%	23
2019 Q3	$3.26M	Buy	+38,100	New	+$3.03M	3.73%	21

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

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

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 Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sustainable Insight Capital Management's ES Position: Q1 2023 in Review

Sustainable Insight Capital Management sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 12,900 shares — an estimated $1.08M sold.

Sustainable Insight Capital Management first reported a position in ES in Q3 2019 and held it in 11 quarters. The position peaked at $3.26M in Q3 2019. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

Sustainable Insight Capital Management reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
Sustainable Insight Capital Management sold 12,900 Eversource Energy shares in Q1 2023, an estimated $1.08M.
Sustainable Insight Capital Management first reported a position in Eversource Energy in Q3 2019 and held it in 11 quarters.
Sustainable Insight Capital Management's Eversource Energy position peaked at $3.26M in Q3 2019.
863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2023, filed 9 May 2023.