Bogart Wealth LLC’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 | $70.1K | Buy |
1,011
+42
| +4% | +$2.97K | ﹤0.01% | 432 |
|
|
2025
Q4 | $65.2K | Buy |
969
+34
| +4% | +$2.39K | ﹤0.01% | 414 |
|
|
2025
Q3 | $66.5K | Buy |
935
+7
| +0.8% | +$459 | ﹤0.01% | 398 |
|
|
2025
Q2 | $59K | Buy |
928
+466
| +101% | +$28.7K | ﹤0.01% | 416 |
|
|
2025
Q1 | $28.7K | Buy |
462
+8
| +2% | +$477 | ﹤0.01% | 510 |
|
|
2024
Q4 | $26.1K | Buy |
454
+161
| +55% | +$10K | ﹤0.01% | 526 |
|
|
2024
Q3 | $19.9K | Hold |
293
| – | – | ﹤0.01% | 558 |
|
|
2024
Q2 | $16.6K | Hold |
293
| – | – | ﹤0.01% | 563 |
|
|
2024
Q1 | $17.5K | Sell |
293
-177
| -38% | -$10.2K | ﹤0.01% | 541 |
|
|
2023
Q4 | $29K | Hold |
470
| – | – | ﹤0.01% | 447 |
|
|
2023
Q3 | $27.3K | Hold |
470
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $33.3K | Hold |
470
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $36.8K | Buy |
470
+101
| +27% | +$7.98K | ﹤0.01% | 373 |
|
|
2022
Q4 | $30.9K | Hold |
369
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $29K | Sell |
369
-152
| -29% | -$13.4K | ﹤0.01% | 377 |
|
|
2022
Q2 | $44K | Hold |
521
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $46K | Buy |
521
+66
| +15% | +$5.64K | ﹤0.01% | 285 |
|
|
2021
Q4 | $41K | Hold |
455
| – | – | ﹤0.01% | 280 |
|
|
2021
Q3 | $37K | Hold |
455
| – | – | ﹤0.01% | 280 |
|
|
2021
Q2 | $37K | Hold |
455
| – | – | ﹤0.01% | 264 |
|
|
2021
Q1 | $39K | Buy |
455
+329
| +261% | +$27.9K | 0.01% | 244 |
|
|
2020
Q4 | $10K | Hold |
126
| – | – | ﹤0.01% | 316 |
|
|
2020
Q3 | $10K | Hold |
126
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $10K | Hold |
126
| – | – | ﹤0.01% | 283 |
|
|
2020
Q1 | $10K | Hold |
126
| – | – | ﹤0.01% | 263 |
|
|
2019
Q4 | $11K | Hold |
126
| – | – | ﹤0.01% | 272 |
|
|
2019
Q3 | $11K | Hold |
126
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $9K | Hold |
126
| – | – | 0.01% | 246 |
|
|
2019
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 251 |
|
|
2018
Q4 | $8K | Buy |
+126
| New | +$8.21K | ﹤0.01% | 249 |
|
|
2017
Q4 | – | Sell |
-134
| Closed | -$8K | – | 346 |
|
|
2017
Q3 | $8K | Buy |
+134
| New | +$8.27K | 0.01% | 244 |
|
Other funds holding ES
VCM
VPM
MAM
Bogart Wealth LLC's ES Position: Q1 2026 in Review
Bogart Wealth LLC increased its Eversource Energy (ES) stake by 4.3% in Q1 2026, buying an estimated $2.97K and bringing the position to 1,011 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #432.
Bogart Wealth LLC first reported a position in ES in Q3 2017 and has held it in 31 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Bogart Wealth LLC held 1,011 shares of Eversource Energy worth $70.1K as of Q1 2026.
- Bogart Wealth LLC bought 42 Eversource Energy shares in Q1 2026, an estimated $2.97K.
- Eversource Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #432 holding.
- Bogart Wealth LLC first reported a position in Eversource Energy in Q3 2017 and has held it in 31 quarters since.
- 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.