Aventail Capital Group’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
$37M Buy
582,353
+111,157
+24% +$7.07M 1.63% 20
2025
Q1
$29.3M Buy
471,196
+406,729
+631% +$25.3M 1.44% 27
2024
Q4
$3.7M Sell
64,467
-784,913
-92% -$45.1M 0.19% 83
2024
Q3
$57.8M Buy
+849,380
New +$57.8M 3.4% 8