WEC
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Winslow Evans & Crocker’s Eversource Energy ES Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.11M Buy
12,877
+12,019
+1,401% +$1.07M 0.21% 112
2020
Q3 		$72K Buy
858
+2
+0.2% +$171 0.02% 403
2020
Q2 		$71K Buy
856
+2
+0.2% +$166 0.02% 408
2020
Q1 		$68K Buy
854
+2
+0.2% +$175 0.02% 380
2019
Q4 		$74K Buy
852
+2
+0.2% +$166 0.02% 438
2019
Q3 		$74K Buy
850
+2
+0.2% +$159 0.02% 444
2019
Q2 		$66K Buy
848
+2
+0.2% +$146 0.02% 463
2019
Q1 		$60K Buy
846
+2
+0.2% +$138 0.02% 461
2018
Q4 		$56K Buy
844
+4
+0.5% +$261 0.02% 444
2018
Q3 		$52K Buy
840
+2
+0.2% +$122 0.02% 476
2018
Q2 		$50K Buy
838
+6
+0.7% +$345 0.02% 493
2018
Q1 		$49K Hold
832
– – 0.02% 483
2017
Q4 		$52.6K Buy
832
+2
+0.2% +$126 0.02% 482
2017
Q3 		$50.1K Sell
830
-597
-42% -$36.8K 0.02% 479
2017
Q2 		$86.7K Buy
1,427
+5
+0.4% +$304 0.02% 455
2017
Q1 		$83.5K Buy
1,422
+8
+0.6% +$455 0.03% 443
2016
Q4 		$78.1K Buy
1,414
+6
+0.4% +$321 0.02% 441
2016
Q3 		$76.2K Sell
1,408
-118
-8% -$6.66K 0.02% 456
2016
Q2 		$91.3K Buy
1,526
+9
+0.6% +$509 0.03% 405
2016
Q1 		$88.5K Sell
1,517
-911
-38% -$49.7K 0.03% 392
2015
Q4 		$124K Buy
2,428
+8
+0.3% +$407 0.04% 362
2015
Q3 		$122K Buy
2,420
+8
+0.3% +$385 0.04% 354
2015
Q2 		$109K Sell
2,412
-92
-4% -$4.46K 0.03% 409
2015
Q1 		$126K Sell
2,504
-762
-23% -$40.1K 0.04% 377
2014
Q4 		$175K Buy
3,266
+106
+3% +$5.29K 0.05% 307
2014
Q3 		$140K Buy
3,160
+10
+0.3% +$450 0.04% 367
2014
Q2 		$149K Buy
3,150
+8
+0.3% +$367 0.05% 304
2014
Q1 		$143K Buy
3,142
+8
+0.3% +$349 0.05% 305
2013
Q4 		$133K Buy
+3,134
New +$132K 0.05% 327

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Winslow Evans & Crocker's ES Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Eversource Energy (ES) stake by 1,401% in Q4 2020, buying an estimated $1.07M and bringing the position to 12,877 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #112.

Winslow Evans & Crocker first reported a position in ES in Q4 2013 and has held it in 29 quarters since. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Winslow Evans & Crocker held 12,877 shares of Eversource Energy worth $1.11M as of Q4 2020.
  • Winslow Evans & Crocker bought 12,019 Eversource Energy shares in Q4 2020, an estimated $1.07M.
  • Eversource Energy made up 0.21% of Winslow Evans & Crocker's portfolio in Q4 2020, its #112 holding.
  • Winslow Evans & Crocker first reported a position in Eversource Energy in Q4 2013 and has held it in 29 quarters since.
  • 807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.