AE Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
288,828
+228,933
| +382% | +$14.6M | 0.13% | 172 |
|
|
2025
Q1 | $3.72M | Buy |
59,895
+39,420
| +193% | +$2.45M | 0.03% | 400 |
|
|
2024
Q4 | $1.18M | Sell |
20,475
-540
| -3% | -$31K | 0.01% | 669 |
|
|
2024
Q3 | $1.43M | Sell |
21,015
-539
| -3% | -$36.7K | 0.01% | 626 |
|
|
2024
Q2 | $1.22M | Buy |
21,554
+9,490
| +79% | +$538K | 0.01% | 655 |
|
|
2024
Q1 | $721K | Sell |
12,064
-9,678
| -45% | -$578K | 0.01% | 732 |
|
|
2023
Q4 | $1.2M | Sell |
21,742
-16,618
| -43% | -$916K | 0.01% | 1086 |
|
|
2023
Q3 | $2.23M | Buy |
38,360
+6,850
| +22% | +$398K | 0.01% | 813 |
|
|
2023
Q2 | $2.23M | Sell |
31,510
-43,140
| -58% | -$3.06M | 0.01% | 811 |
|
|
2023
Q1 | $5.84M | Buy |
74,650
+1,329
| +2% | +$104K | 0.04% | 472 |
|
|
2022
Q4 | $6.15M | Buy |
73,321
+14,126
| +24% | +$1.18M | 0.04% | 425 |
|
|
2022
Q3 | $4.62M | Sell |
59,195
-64,682
| -52% | -$5.04M | 0.04% | 445 |
|
|
2022
Q2 | $10.5M | Buy |
123,877
+29,436
| +31% | +$2.49M | 0.08% | 264 |
|
|
2022
Q1 | $8.33M | Buy |
94,441
+14,621
| +18% | +$1.29M | 0.06% | 326 |
|
|
2021
Q4 | $7.26M | Buy |
79,820
+11,134
| +16% | +$1.01M | 0.05% | 334 |
|
|
2021
Q3 | $5.62M | Buy |
68,686
+6,375
| +10% | +$521K | 0.05% | 354 |
|
|
2021
Q2 | $5M | Buy |
62,311
+12,167
| +24% | +$976K | 0.04% | 362 |
|
|
2021
Q1 | $4.34M | Buy |
50,144
+4,874
| +11% | +$422K | 0.04% | 349 |
|
|
2020
Q4 | $3.92M | Buy |
45,270
+9,089
| +25% | +$786K | 0.04% | 316 |
|
|
2020
Q3 | $3.02M | Buy |
36,181
+529
| +1% | +$44.2K | 0.04% | 329 |
|
|
2020
Q2 | $2.97M | Buy |
35,652
+6,043
| +20% | +$503K | 0.05% | 309 |
|
|
2020
Q1 | $2.32M | Sell |
29,609
-183
| -0.6% | -$14.3K | 0.05% | 273 |
|
|
2019
Q4 | $2.53M | Buy |
29,792
+7,062
| +31% | +$601K | 0.06% | 291 |
|
|
2019
Q3 | $1.94M | Buy |
22,730
+653
| +3% | +$55.8K | 0.06% | 283 |
|
|
2019
Q2 | $1.67M | Buy |
22,077
+16,289
| +281% | +$1.23M | 0.05% | 277 |
|
|
2019
Q1 | $411K | Buy |
5,788
+1,315
| +29% | +$93.4K | 0.03% | 388 |
|
|
2018
Q4 | $291K | Sell |
4,473
-340
| -7% | -$22.1K | 0.05% | 354 |
|
|
2018
Q3 | $296K | Buy |
4,813
+980
| +26% | +$60.3K | 0.02% | 451 |
|
|
2018
Q2 | $225K | Sell |
3,833
-3,775
| -50% | -$222K | 0.02% | 396 |
|
|
2018
Q1 | $448K | Buy |
7,608
+1,378
| +22% | +$81.1K | 0.03% | 265 |
|
|
2017
Q4 | $394K | Buy |
6,230
+2,070
| +50% | +$131K | 0.03% | 267 |
|
|
2017
Q3 | $251K | Buy |
4,160
+470
| +13% | +$28.4K | 0.02% | 339 |
|
|
2017
Q2 | $224K | Sell |
3,690
-40
| -1% | -$2.43K | 0.03% | 333 |
|
|
2017
Q1 | $219K | Buy |
+3,730
| New | +$219K | 0.04% | 246 |
|