Arkadios 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
2026 Q1	$1.12M	Sell	16,103 -1,677	-9%	-$119K	0.02%	742
2025 Q4	$1.2M	Buy	17,780 +1,480	+9%	+$104K	0.02%	624
2025 Q3	$1.16M	Buy	16,300 +1,122	+7%	+$73.6K	0.03%	583
2025 Q2	$966K	Buy	15,178 +343	+2%	+$21.1K	0.03%	587
2025 Q1	$921K	Buy	+14,835	New	+$885K	0.03%	489
2023 Q2	–	Sell	-2,659	Closed	-$208K	–	622
2023 Q1	$208K	Buy	2,659 +10	+0.4%	+$790	0.02%	560
2022 Q4	$222K	Buy	2,649 +13	+0.5%	+$1.03K	0.03%	495
2022 Q3	$205K	Buy	2,636 +10	+0.4%	+$881	0.03%	484
2022 Q2	$222K	Buy	2,626 +61	+2%	+$5.42K	0.03%	477
2022 Q1	$226K	Sell	2,565 -92	-3%	-$7.87K	0.03%	501
2021 Q4	$242K	Buy	2,657 +8	+0.3%	+$688	0.03%	496
2021 Q3	$216K	Sell	2,649 -44	-2%	-$3.82K	0.03%	483
2021 Q2	$216K	Buy	2,693 +1,290	+92%	+$109K	0.03%	514
2021 Q1	$121K	Buy	1,403 +52	+4%	+$4.41K	0.02%	495
2020 Q4	$116K	Buy	1,351 +1,249	+1,225%	+$111K	0.02%	415
2020 Q3	$9.32K	Hold	102	–	–	﹤0.01%	760
2020 Q2	$8.81K	Buy	+102	New	+$8.45K	﹤0.01%	704