Bleakley Financial 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
Q1 | – | Sell |
-4,734
| Closed | -$272K | – | 651 |
|
|
2024
Q4 | $272K | Sell |
4,734
-98
| -2% | -$5.63K | 0.01% | 836 |
|
|
2024
Q3 | $329K | Sell |
4,832
-369
| -7% | -$25.1K | 0.01% | 735 |
|
|
2024
Q2 | $295K | Sell |
5,201
-674
| -11% | -$38.2K | 0.01% | 755 |
|
|
2024
Q1 | $351K | Sell |
5,875
-776
| -12% | -$46.4K | 0.01% | 714 |
|
|
2023
Q4 | $411K | Buy |
6,651
+443
| +7% | +$27.3K | 0.01% | 646 |
|
|
2023
Q3 | $361K | Sell |
6,208
-3,318
| -35% | -$193K | 0.01% | 627 |
|
|
2023
Q2 | $676K | Sell |
9,526
-175
| -2% | -$12.4K | 0.02% | 510 |
|
|
2023
Q1 | $759K | Buy |
9,701
+577
| +6% | +$45.2K | 0.03% | 455 |
|
|
2022
Q4 | $765K | Buy |
+9,124
| New | +$765K | 0.03% | 435 |
|