Burney Company’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 | $5.33M | Buy |
83,720
+38,490
| +85% | +$2.45M | 0.18% | 124 |
|
|
2025
Q1 | $2.81M | Buy |
45,230
+1,735
| +4% | +$108K | 0.1% | 175 |
|
|
2024
Q4 | $2.5M | Buy |
43,495
+967
| +2% | +$55.5K | 0.09% | 191 |
|
|
2024
Q3 | $2.89M | Buy |
42,528
+4,152
| +11% | +$283K | 0.1% | 177 |
|
|
2024
Q2 | $2.18M | Buy |
38,376
+5,048
| +15% | +$286K | 0.08% | 211 |
|
|
2024
Q1 | $1.99M | Buy |
33,328
+2,807
| +9% | +$168K | 0.08% | 233 |
|
|
2023
Q4 | $1.88M | Buy |
+30,521
| New | +$1.88M | 0.08% | 242 |
|
|
2023
Q1 | – | Sell |
-2,527
| Closed | -$212K | – | 567 |
|
|
2022
Q4 | $212K | Buy |
+2,527
| New | +$212K | 0.01% | 521 |
|
|
2022
Q3 | – | Sell |
-2,527
| Closed | -$213K | – | 553 |
|
|
2022
Q2 | $213K | Hold |
2,527
| – | – | 0.01% | 516 |
|
|
2022
Q1 | $223K | Hold |
2,527
| – | – | 0.01% | 548 |
|
|
2021
Q4 | $230K | Hold |
2,527
| – | – | 0.01% | 545 |
|
|
2021
Q3 | $207K | Hold |
2,527
| – | – | 0.01% | 552 |
|
|
2021
Q2 | $203K | Hold |
2,527
| – | – | 0.01% | 574 |
|
|
2021
Q1 | $219K | Hold |
2,527
| – | – | 0.01% | 534 |
|
|
2020
Q4 | $219K | Hold |
2,527
| – | – | 0.01% | 494 |
|
|
2020
Q3 | $211K | Hold |
2,527
| – | – | 0.01% | 468 |
|
|
2020
Q2 | $210K | Buy |
+2,527
| New | +$210K | 0.01% | 453 |
|
|
2020
Q1 | – | Sell |
-2,527
| Closed | -$215K | – | 441 |
|
|
2019
Q4 | $215K | Hold |
2,527
| – | – | 0.01% | 444 |
|
|
2019
Q3 | $216K | Buy |
+2,527
| New | +$216K | 0.01% | 418 |
|