Vaughan Nelson Investment Management’s Eversource Energy ES Stock Holding History

Vaughan Nelson Investment 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
2024 Q1	–	Sell	-11	Closed	-$1K	–	216
2023 Q4	$1K	Buy	+11	New	+$634	﹤0.01%	240
2020 Q3	–	Sell	-117,440	Closed	-$9.78M	–	185
2020 Q2	$9.78M	Sell	117,440 -261,735	-69%	-$21.7M	0.14%	154
2020 Q1	$29.7M	Sell	379,175 -47,685	-11%	-$4.18M	0.51%	62
2019 Q4	$36.3M	Sell	426,860 -13,600	-3%	-$1.13M	0.45%	79
2019 Q3	$37.6M	Sell	440,460 -98,625	-18%	-$7.84M	0.5%	74
2019 Q2	$40.8M	Sell	539,085 -70,350	-12%	-$5.15M	0.54%	60
2019 Q1	$43.2M	Sell	609,435 -142,125	-19%	-$9.79M	0.58%	59
2018 Q4	$48.9M	Sell	751,560 -54,750	-7%	-$3.57M	0.7%	44
2018 Q3	$49.5M	Sell	806,310 -21,165	-3%	-$1.3M	0.58%	66
2018 Q2	$48.5M	Buy	+827,475	New	+$47.6M	0.58%	69

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vaughan Nelson Investment Management's ES Position: Q1 2024 in Review

Vaughan Nelson Investment Management sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 11 shares — an estimated $1K sold.

Vaughan Nelson Investment Management first reported a position in ES in Q2 2018 and held it in 10 quarters. The position peaked at $49.5M in Q3 2018. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

Vaughan Nelson Investment Management reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
Vaughan Nelson Investment Management sold 11 Eversource Energy shares in Q1 2024, an estimated $1K.
Vaughan Nelson Investment Management first reported a position in Eversource Energy in Q2 2018 and held it in 10 quarters.
Vaughan Nelson Investment Management's Eversource Energy position peaked at $49.5M in Q3 2018.
815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.