Atria Investments’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 | $2.75M | Buy |
39,624
+232
| +0.6% | +$16.4K | 0.03% | 567 |
|
|
2025
Q4 | $2.65M | Buy |
39,392
+4,078
| +12% | +$286K | 0.03% | 609 |
|
|
2025
Q3 | $2.51M | Buy |
35,314
+2,907
| +9% | +$191K | 0.03% | 629 |
|
|
2025
Q2 | $2.06M | Buy |
32,407
+8,942
| +38% | +$551K | 0.02% | 711 |
|
|
2025
Q1 | $1.46M | Buy |
23,465
+3,852
| +20% | +$230K | 0.02% | 846 |
|
|
2024
Q4 | $1.13M | Sell |
19,613
-1,300
| -6% | -$81K | 0.01% | 913 |
|
|
2024
Q3 | $1.42M | Buy |
20,913
+7,984
| +62% | +$516K | 0.02% | 804 |
|
|
2024
Q2 | $733K | Buy |
+12,929
| New | +$767K | 0.01% | 1102 |
|
|
2024
Q1 | – | Sell |
-25,198
| Closed | -$1.56M | – | 974 |
|
|
2023
Q4 | $1.56M | Sell |
25,198
-241
| -0.9% | -$13.9K | 0.02% | 699 |
|
|
2023
Q3 | $1.48M | Buy |
25,439
+2,726
| +12% | +$182K | 0.03% | 681 |
|
|
2023
Q2 | $1.61M | Buy |
22,713
+904
| +4% | +$67.3K | 0.03% | 633 |
|
|
2023
Q1 | $1.71M | Buy |
21,809
+2,543
| +13% | +$201K | 0.03% | 587 |
|
|
2022
Q4 | $1.62M | Buy |
19,266
+1,740
| +10% | +$138K | 0.03% | 590 |
|
|
2022
Q3 | $1.37M | Buy |
17,526
+178
| +1% | +$15.7K | 0.03% | 612 |
|
|
2022
Q2 | $1.47M | Buy |
17,348
+774
| +5% | +$68.8K | 0.03% | 609 |
|
|
2022
Q1 | $1.46M | Buy |
16,574
+218
| +1% | +$18.6K | 0.03% | 688 |
|
|
2021
Q4 | $1.49M | Buy |
16,356
+959
| +6% | +$82.5K | 0.03% | 672 |
|
|
2021
Q3 | $1.26M | Buy |
15,397
+1,268
| +9% | +$110K | 0.02% | 698 |
|
|
2021
Q2 | $1.13M | Buy |
14,129
+1,416
| +11% | +$119K | 0.02% | 713 |
|
|
2021
Q1 | $1.1M | Buy |
12,713
+520
| +4% | +$44.1K | 0.02% | 669 |
|
|
2020
Q4 | $1.05M | Buy |
12,193
+167
| +1% | +$14.9K | 0.03% | 656 |
|
|
2020
Q3 | $1M | Buy |
+12,026
| New | +$1.03M | 0.03% | 577 |
|
|
2020
Q2 | – | Sell |
-8,792
| Closed | -$688K | – | 603 |
|
|
2020
Q1 | $688K | Buy |
8,792
+55
| +0.6% | +$4.83K | 0.05% | 291 |
|
|
2019
Q4 | $743K | Buy |
8,737
+3,835
| +78% | +$319K | 0.02% | 642 |
|
|
2019
Q3 | $419K | Buy |
4,902
+111
| +2% | +$8.82K | 0.01% | 625 |
|
|
2019
Q2 | $374K | Buy |
4,791
+865
| +22% | +$63.3K | 0.01% | 664 |
|
|
2019
Q1 | $279K | Sell |
3,926
-659
| -14% | -$45.4K | 0.01% | 727 |
|
|
2018
Q4 | $298K | Sell |
4,585
-933
| -17% | -$60.8K | 0.01% | 653 |
|
|
2018
Q3 | $339K | Buy |
5,518
+1,527
| +38% | +$93.4K | 0.01% | 726 |
|
|
2018
Q2 | $234K | Buy |
3,991
+526
| +15% | +$30.3K | 0.01% | 833 |
|
|
2018
Q1 | $204K | Buy |
+3,465
| New | +$205K | 0.01% | 812 |
|
Other funds holding ES
VCM
VPM
MAM
