AE Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22M | Buy |
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|
2025
Q2 | $18.4M | Buy |
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|
2025
Q1 | $3.72M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $721K | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $5.84M | Buy |
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|
2022
Q4 | $6.15M | Buy |
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|
2022
Q3 | $4.62M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $8.33M | Buy |
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|
2021
Q4 | $7.26M | Buy |
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|
2021
Q3 | $5.62M | Buy |
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|
2021
Q2 | $5M | Buy |
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|
2021
Q1 | $4.34M | Buy |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $3.02M | Buy |
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|
2020
Q2 | $2.97M | Buy |
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|
2020
Q1 | $2.32M | Sell |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $1.94M | Buy |
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|
2019
Q2 | $1.67M | Buy |
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|
2019
Q1 | $411K | Buy |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $296K | Buy |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $448K | Buy |
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|
2017
Q4 | $394K | Buy |
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|
2017
Q3 | $251K | Buy |
|
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|
2017
Q2 | $224K | Sell |
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|
2017
Q1 | $219K | Buy |
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