Anchor Capital Advisors’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 | $610K | Sell |
9,590
-6,974
| -42% | -$444K | 0.02% | 196 |
|
2025
Q1 | $1.03M | Sell |
16,564
-692,809
| -98% | -$43M | 0.03% | 170 |
|
2024
Q4 | $40.7M | Sell |
709,373
-62,896
| -8% | -$3.61M | 1.16% | 28 |
|
2024
Q3 | $52.6M | Sell |
772,269
-12,591
| -2% | -$857K | 1.4% | 19 |
|
2024
Q2 | $44.5M | Sell |
784,860
-19,390
| -2% | -$1.1M | 1.25% | 27 |
|
2024
Q1 | $48.1M | Sell |
804,250
-921
| -0.1% | -$55K | 1.26% | 29 |
|
2023
Q4 | $49.7M | Buy |
805,171
+335,775
| +72% | +$20.7M | 1.31% | 28 |
|
2023
Q3 | $27.3M | Sell |
469,396
-108,706
| -19% | -$6.32M | 0.76% | 48 |
|
2023
Q2 | $41M | Buy |
578,102
+567,805
| +5,514% | +$40.3M | 1.06% | 40 |
|
2023
Q1 | $806K | Hold |
10,297
| – | – | 0.02% | 183 |
|
2022
Q4 | $863K | Hold |
10,297
| – | – | 0.02% | 180 |
|
2022
Q3 | $803K | Sell |
10,297
-20
| -0.2% | -$1.56K | 0.02% | 188 |
|
2022
Q2 | $871K | Hold |
10,317
| – | – | 0.02% | 185 |
|
2022
Q1 | $910K | Hold |
10,317
| – | – | 0.02% | 197 |
|
2021
Q4 | $939K | Sell |
10,317
-2,274
| -18% | -$207K | 0.02% | 185 |
|
2021
Q3 | $1.03M | Hold |
12,591
| – | – | 0.02% | 181 |
|
2021
Q2 | $1.01M | Sell |
12,591
-620
| -5% | -$49.7K | 0.02% | 181 |
|
2021
Q1 | $1.14M | Sell |
13,211
-179
| -1% | -$15.5K | 0.02% | 176 |
|
2020
Q4 | $1.16M | Sell |
13,390
-400
| -3% | -$34.6K | 0.03% | 165 |
|
2020
Q3 | $1.15M | Hold |
13,790
| – | – | 0.03% | 159 |
|
2020
Q2 | $1.15M | Sell |
13,790
-972
| -7% | -$80.9K | 0.03% | 152 |
|
2020
Q1 | $1.16M | Sell |
14,762
-30
| -0.2% | -$2.35K | 0.03% | 148 |
|
2019
Q4 | $1.26M | Sell |
14,792
-100
| -0.7% | -$8.51K | 0.03% | 155 |
|
2019
Q3 | $1.27M | Sell |
14,892
-700
| -4% | -$59.8K | 0.05% | 150 |
|
2019
Q2 | $1.18M | Sell |
15,592
-500
| -3% | -$37.9K | 0.04% | 149 |
|
2019
Q1 | $1.14K | Sell |
16,092
-490
| -3% | -$35 | 0.02% | 148 |
|
2018
Q4 | $1.08M | Hold |
16,582
| – | – | 0.04% | 164 |
|
2018
Q3 | $1.02M | Sell |
16,582
-20
| -0.1% | -$1.23K | 0.04% | 174 |
|
2018
Q2 | $973K | Sell |
16,602
-200
| -1% | -$11.7K | 0.04% | 182 |
|
2018
Q1 | $990K | Sell |
16,802
-2,855
| -15% | -$168K | 0.03% | 196 |
|
2017
Q4 | $1.24M | Buy |
19,657
+69
| +0.4% | +$4.36K | 0.04% | 160 |
|
2017
Q3 | $1.18M | Hold |
19,588
| – | – | 0.04% | 161 |
|
2017
Q2 | $1.19M | Sell |
19,588
-100
| -0.5% | -$6.07K | 0.04% | 154 |
|
2017
Q1 | $1.16M | Hold |
19,688
| – | – | 0.04% | 160 |
|
2016
Q4 | $1.09M | Sell |
19,688
-300
| -2% | -$16.6K | 0.04% | 164 |
|
2016
Q3 | $1.08M | Sell |
19,988
-990
| -5% | -$53.6K | 0.04% | 173 |
|
2016
Q2 | $1.26M | Hold |
20,978
| – | – | 0.03% | 153 |
|
2016
Q1 | $1.22M | Sell |
20,978
-600
| -3% | -$35K | 0.03% | 155 |
|
2015
Q4 | $1.1M | Buy |
21,578
+461
| +2% | +$23.5K | 0.03% | 172 |
|
2015
Q3 | $1.07M | Hold |
21,117
| – | – | 0.03% | 169 |
|
2015
Q2 | $959K | Sell |
21,117
-200
| -0.9% | -$9.08K | 0.02% | 193 |
|
2015
Q1 | $1.08M | Hold |
21,317
| – | – | 0.02% | 189 |
|
2014
Q4 | $1.14M | Sell |
21,317
-9,535
| -31% | -$510K | 0.02% | 192 |
|
2014
Q3 | $1.37M | Sell |
30,852
-4,861
| -14% | -$215K | 0.03% | 177 |
|
2014
Q2 | $1.69M | Sell |
35,713
-470
| -1% | -$22.2K | 0.03% | 165 |
|
2014
Q1 | $1.65M | Sell |
36,183
-30,420
| -46% | -$1.38M | 0.03% | 165 |
|
2013
Q4 | $2.82M | Sell |
66,603
-1,500
| -2% | -$63.6K | 0.06% | 147 |
|
2013
Q3 | $2.81M | Sell |
68,103
-3,105
| -4% | -$128K | 0.06% | 144 |
|
2013
Q2 | $2.99M | Buy |
+71,208
| New | +$2.99M | 0.06% | 136 |
|