Apella Capital’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 | $267K | Buy |
4,152
+73
| +2% | +$4.7K | 0.01% | 371 |
|
|
2025
Q1 | $230K | Buy |
4,079
+389
| +11% | +$21.9K | 0.01% | 356 |
|
|
2024
Q4 | $212K | Sell |
3,690
-62
| -2% | -$3.56K | 0.01% | 328 |
|
|
2024
Q3 | $250K | Buy |
+3,752
| New | +$250K | 0.01% | 286 |
|
|
2024
Q2 | – | Sell |
-5,913
| Closed | -$355K | – | 314 |
|
|
2024
Q1 | $355K | Buy |
5,913
+15
| +0.3% | +$899 | 0.02% | 226 |
|
|
2023
Q4 | $371K | Sell |
5,898
-112
| -2% | -$7.04K | 0.02% | 212 |
|
|
2023
Q3 | $349K | Buy |
6,010
+18
| +0.3% | +$1.05K | 0.02% | 199 |
|
|
2023
Q2 | $425K | Buy |
+5,992
| New | +$425K | 0.03% | 181 |
|
|
2022
Q4 | $500K | Sell |
5,968
-50
| -0.8% | -$4.19K | 0.05% | 151 |
|
|
2022
Q3 | $469K | Sell |
6,018
-250
| -4% | -$19.5K | 0.05% | 141 |
|
|
2022
Q2 | $529K | Buy |
6,268
+2,488
| +66% | +$210K | 0.06% | 133 |
|
|
2022
Q1 | $333K | Buy |
3,780
+10
| +0.3% | +$881 | 0.05% | 157 |
|
|
2021
Q4 | $343K | Sell |
3,770
-127
| -3% | -$11.6K | 0.04% | 151 |
|
|
2021
Q3 | $319K | Sell |
3,897
-7
| -0.2% | -$573 | 0.05% | 157 |
|
|
2021
Q2 | $313K | Buy |
3,904
+468
| +14% | +$37.5K | 0.05% | 167 |
|
|
2021
Q1 | $298K | Buy |
3,436
+9
| +0.3% | +$781 | 0.09% | 110 |
|
|
2020
Q4 | $296K | Sell |
3,427
-209
| -6% | -$18.1K | 0.1% | 107 |
|
|
2020
Q3 | $304K | Buy |
3,636
+10
| +0.3% | +$836 | 0.12% | 102 |
|
|
2020
Q2 | $302K | Buy |
3,626
+10
| +0.3% | +$833 | 0.14% | 97 |
|
|
2020
Q1 | $283K | Buy |
+3,616
| New | +$283K | 0.17% | 87 |
|