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Advisor OS’s Eversource Energy ES Stock Holding History

Advisor OS’s Portfolio ES Stock Details ES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$349K Sell
5,493
-201
-4% -$12.8K 0.03% 323
2025
Q1 		$354K Buy
5,694
+232
+4% +$14.4K 0.04% 294
2024
Q4 		$314K Buy
5,462
+407
+8% +$23.4K 0.04% 311
2024
Q3 		$344K Buy
+5,055
New +$344K 0.03% 297