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Vaughan & Co Securities’s Eversource Energy ES Stock Holding History

Vaughan & Co Securities’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
Q2 		– Sell
-150
Closed -$11.7K – 80
2020
Q1 		$11.7K Sell
150
-50
-25% -$4.39K 0.01% 132
2019
Q4 		$17K Buy
+200
New +$16.6K 0.02% 130

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Vaughan & Co Securities's ES Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Eversource Energy (ES) in Q2 2020, closing a stake of 150 shares — an estimated $11.7K sold.

Vaughan & Co Securities first reported a position in ES in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 743 funds tracked by Wall St. Rank hold ES as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Eversource Energy position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 150 Eversource Energy shares in Q2 2020, an estimated $11.7K.
  • Vaughan & Co Securities first reported a position in Eversource Energy in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Eversource Energy position peaked at $17K in Q4 2019.
  • 743 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.