Belpointe Asset Management’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 | $591K | Buy |
8,532
+78
| +0.9% | +$5.51K | 0.02% | 638 |
|
|
2025
Q4 | $569K | Buy |
8,454
+1,125
| +15% | +$79K | 0.02% | 614 |
|
|
2025
Q3 | $521K | Buy |
7,329
+420
| +6% | +$27.5K | 0.02% | 614 |
|
|
2025
Q2 | $440K | Sell |
6,909
-84
| -1% | -$5.18K | 0.02% | 619 |
|
|
2025
Q1 | $434K | Buy |
6,993
+284
| +4% | +$16.9K | 0.02% | 611 |
|
|
2024
Q4 | $453K | Sell |
6,709
-65
| -1% | -$4.05K | 0.03% | 534 |
|
|
2024
Q3 | $461K | Buy |
6,774
+1,631
| +32% | +$105K | 0.03% | 525 |
|
|
2024
Q2 | $292K | Buy |
5,143
+3
| +0.1% | +$178 | 0.02% | 595 |
|
|
2024
Q1 | $307K | Sell |
5,140
-720
| -12% | -$41.4K | 0.02% | 580 |
|
|
2023
Q4 | $362K | Sell |
5,860
-359
| -6% | -$20.7K | 0.03% | 464 |
|
|
2023
Q3 | $362K | Buy |
6,219
+1,666
| +37% | +$111K | 0.04% | 419 |
|
|
2023
Q2 | $323K | Sell |
4,553
-1,297
| -22% | -$96.6K | 0.03% | 425 |
|
|
2023
Q1 | $458K | Buy |
5,850
+512
| +10% | +$40.4K | 0.02% | 592 |
|
|
2022
Q4 | $448K | Sell |
5,338
-197
| -4% | -$15.6K | 0.03% | 585 |
|
|
2022
Q3 | $431K | Buy |
5,535
+595
| +12% | +$52.4K | 0.03% | 564 |
|
|
2022
Q2 | $418K | Buy |
4,940
+67
| +1% | +$5.95K | 0.03% | 563 |
|
|
2022
Q1 | $430K | Buy |
4,873
+206
| +4% | +$17.6K | 0.03% | 593 |
|
|
2021
Q4 | $425K | Sell |
4,667
-163
| -3% | -$14K | 0.03% | 574 |
|
|
2021
Q3 | $395K | Sell |
4,830
-1,299
| -21% | -$113K | 0.03% | 579 |
|
|
2021
Q2 | $492K | Buy |
6,129
+3,621
| +144% | +$305K | 0.04% | 505 |
|
|
2021
Q1 | $217K | Sell |
2,508
-26
| -1% | -$2.21K | 0.02% | 716 |
|
|
2020
Q4 | $219K | Buy |
2,534
+69
| +3% | +$6.14K | 0.02% | 668 |
|
|
2020
Q3 | $206K | Buy |
+2,465
| New | +$211K | 0.02% | 534 |
|
Other funds holding ES
VCM
VPM
MAM
