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Thompson Siegel & Walmsley’s Eversource Energy ES Stock Holding History

Thompson Siegel & Walmsley’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
Q4 		– Sell
-28
Closed -$2K – 536
2023
Q3 		$2K Buy
+28
New +$1.87K ﹤0.01% 521
2019
Q3 		– Sell
-73
Closed -$6K – 733
2019
Q2 		$6K Hold
73
– – ﹤0.01% 680
2019
Q1 		$5K Hold
73
– – ﹤0.01% 625
2018
Q4 		$5K Buy
+73
New +$4.76K ﹤0.01% 692
2017
Q4 		– Sell
-1,049
Closed -$63K – 843
2017
Q3 		$63K Buy
+1,049
New +$64.7K ﹤0.01% 496
2015
Q2 		– Sell
-300
Closed -$15K – 700
2015
Q1 		$15K Hold
300
– – ﹤0.01% 586
2014
Q4 		$16K Hold
300
– – ﹤0.01% 582
2014
Q3 		$13K Buy
+300
New +$13.5K ﹤0.01% 601

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return