Cadence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $263K | Buy |
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