Arete Wealth Advisors’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 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $231K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $701K | Sell |
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|
2022
Q4 | $756M | Buy |
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|
2022
Q3 | $700K | Buy |
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|
2022
Q2 | $754K | Hold |
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|
2022
Q1 | $787K | Buy |
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|
2021
Q4 | $797K | Buy |
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|
2021
Q3 | $724K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $635K | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $945K | Sell |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $920K | Buy |
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|
2019
Q1 | $859K | Buy |
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|
2018
Q4 | $784K | Sell |
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|
2018
Q3 | $744K | Sell |
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|
2018
Q2 | $829K | Buy |
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