Waters Parkerson & Co’s Eversource Energy ES Stock Holding History

Waters Parkerson & Co’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	-2,236	Closed	-$203K	–	179
2021 Q4	$203K	Buy	+2,236	New	+$192K	0.01%	173
2019 Q1	–	Sell	-4,315	Closed	-$281K	–	160
2018 Q4	$281K	Hold	4,315	–	–	0.03%	129
2018 Q3	$265K	Hold	4,315	–	–	0.02%	141
2018 Q2	$253K	Hold	4,315	–	–	0.02%	143
2018 Q1	$254K	Hold	4,315	–	–	0.02%	146
2017 Q4	$273K	Hold	4,315	–	–	0.02%	149
2017 Q3	$261K	Buy	+4,315	New	+$266K	0.02%	151

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

Waters Parkerson & Co's ES Position: Q1 2022 in Review

Waters Parkerson & Co sold out of Eversource Energy (ES) in Q1 2022, closing a stake of 2,236 shares — an estimated $203K sold.

Waters Parkerson & Co first reported a position in ES in Q3 2017 and held it in 7 quarters. The position peaked at $281K in Q4 2018. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

Waters Parkerson & Co reported no remaining Eversource Energy position as of Q1 2022 after selling out during the quarter.
Waters Parkerson & Co sold 2,236 Eversource Energy shares in Q1 2022, an estimated $203K.
Waters Parkerson & Co first reported a position in Eversource Energy in Q3 2017 and held it in 7 quarters.
Waters Parkerson & Co's Eversource Energy position peaked at $281K in Q4 2018.
849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

Based on Waters Parkerson & Co's 13F filing for Q1 2022, filed 13 May 2022.