Annis Gardner Whiting 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 | $12K | Buy |
189
+40
| +27% | +$2.55K | ﹤0.01% | 670 |
|
|
2025
Q1 | $9.26K | Hold |
149
| – | – | ﹤0.01% | 551 |
|
|
2024
Q4 | $8.56K | Buy |
149
+59
| +66% | +$3.39K | ﹤0.01% | 552 |
|
|
2024
Q3 | $6.13K | Hold |
90
| – | – | ﹤0.01% | 614 |
|
|
2024
Q2 | $5.1K | Buy |
90
+25
| +38% | +$1.42K | ﹤0.01% | 773 |
|
|
2024
Q1 | $3.89K | Sell |
65
-245
| -79% | -$14.6K | ﹤0.01% | 788 |
|
|
2023
Q4 | $19.1K | Hold |
310
| – | – | 0.01% | 411 |
|
|
2023
Q3 | $18K | Buy |
+310
| New | +$18K | 0.01% | 399 |
|