Brown, Lisle/Cummings’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 | $170K | Hold |
2,666
| – | – | 0.05% | 226 |
|
|
2025
Q1 | $166K | Buy |
2,666
+350
| +15% | +$21.7K | 0.05% | 222 |
|
|
2024
Q4 | $133K | Hold |
2,316
| – | – | 0.04% | 241 |
|
|
2024
Q3 | $158K | Hold |
2,316
| – | – | 0.05% | 229 |
|
|
2024
Q2 | $131K | Buy |
2,316
+1,722
| +290% | +$97.7K | 0.04% | 233 |
|
|
2024
Q1 | $35.5K | Hold |
594
| – | – | 0.01% | 324 |
|
|
2023
Q4 | $36.7K | Sell |
594
-350
| -37% | -$21.6K | 0.01% | 314 |
|
|
2023
Q3 | $54.9K | Hold |
944
| – | – | 0.02% | 264 |
|
|
2023
Q2 | $66.9K | Hold |
944
| – | – | 0.03% | 257 |
|
|
2023
Q1 | $73.9K | Hold |
944
| – | – | 0.04% | 239 |
|
|
2022
Q4 | $79.1K | Hold |
944
| – | – | 0.04% | 226 |
|
|
2022
Q3 | $73.6K | Hold |
944
| – | – | 0.04% | 221 |
|
|
2022
Q2 | $79.7K | Hold |
944
| – | – | 0.04% | 216 |
|
|
2022
Q1 | $83.3K | Hold |
944
| – | – | 0.04% | 223 |
|
|
2021
Q4 | $85.9K | Buy |
+944
| New | +$85.9K | 0.04% | 222 |
|