Cambridge Investment Research Advisors’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 | $4.03M | Sell |
63,282
-3,120
| -5% | -$198K | 0.01% | 970 |
|
2025
Q1 | $4.12M | Buy |
66,402
+8,616
| +15% | +$535K | 0.01% | 897 |
|
2024
Q4 | $3.32M | Buy |
57,786
+5,494
| +11% | +$316K | 0.01% | 1031 |
|
2024
Q3 | $3.56M | Sell |
52,292
-1,082
| -2% | -$73.6K | 0.01% | 990 |
|
2024
Q2 | $3.03M | Sell |
53,374
-3,035
| -5% | -$172K | 0.01% | 1027 |
|
2024
Q1 | $3.37M | Buy |
56,409
+1,146
| +2% | +$68.5K | 0.01% | 967 |
|
2023
Q4 | $3.41M | Sell |
55,263
-833
| -1% | -$51.4K | 0.01% | 896 |
|
2023
Q3 | $3.26M | Sell |
56,096
-3,982
| -7% | -$232K | 0.02% | 881 |
|
2023
Q2 | $4.26M | Sell |
60,078
-1,526
| -2% | -$108K | 0.02% | 743 |
|
2023
Q1 | $4.82M | Sell |
61,604
-1,896
| -3% | -$148K | 0.02% | 648 |
|
2022
Q4 | $5.32M | Buy |
63,500
+6,959
| +12% | +$583K | 0.03% | 580 |
|
2022
Q3 | $4.41M | Sell |
56,541
-830
| -1% | -$64.7K | 0.02% | 629 |
|
2022
Q2 | $4.85M | Buy |
57,371
+3,602
| +7% | +$304K | 0.03% | 598 |
|
2022
Q1 | $4.74M | Buy |
53,769
+2,445
| +5% | +$216K | 0.02% | 655 |
|
2021
Q4 | $4.67M | Buy |
51,324
+3,685
| +8% | +$335K | 0.02% | 671 |
|
2021
Q3 | $3.9M | Sell |
47,639
-1,265
| -3% | -$103K | 0.02% | 721 |
|
2021
Q2 | $3.92M | Sell |
48,904
-3,488
| -7% | -$280K | 0.02% | 737 |
|
2021
Q1 | $4.54M | Buy |
52,392
+561
| +1% | +$48.6K | 0.02% | 599 |
|
2020
Q4 | $4.48M | Sell |
51,831
-2,859
| -5% | -$247K | 0.03% | 567 |
|
2020
Q3 | $4.57M | Buy |
54,690
+3,464
| +7% | +$289K | 0.03% | 489 |
|
2020
Q2 | $4.27M | Buy |
51,226
+4,445
| +10% | +$370K | 0.03% | 493 |
|
2020
Q1 | $3.66M | Sell |
46,781
-387
| -0.8% | -$30.3K | 0.04% | 464 |
|
2019
Q4 | $4.01M | Sell |
47,168
-1,406
| -3% | -$120K | 0.03% | 545 |
|
2019
Q3 | $4.15M | Buy |
48,574
+4,645
| +11% | +$397K | 0.04% | 495 |
|
2019
Q2 | $3.33M | Sell |
43,929
-338
| -0.8% | -$25.6K | 0.03% | 535 |
|
2019
Q1 | $3.14M | Sell |
44,267
-3,262
| -7% | -$231K | 0.03% | 544 |
|
2018
Q4 | $3.09M | Buy |
47,529
+19,117
| +67% | +$1.24M | 0.03% | 478 |
|
2018
Q3 | $1.75M | Buy |
28,412
+3,042
| +12% | +$187K | 0.02% | 743 |
|
2018
Q2 | $1.49M | Sell |
25,370
-1,024
| -4% | -$60K | 0.02% | 767 |
|
2018
Q1 | $1.56M | Sell |
26,394
-1,456
| -5% | -$85.8K | 0.02% | 723 |
|
2017
Q4 | $1.76M | Buy |
27,850
+1,230
| +5% | +$77.7K | 0.02% | 635 |
|
2017
Q3 | $1.61M | Sell |
26,620
-582
| -2% | -$35.2K | 0.02% | 610 |
|
2017
Q2 | $1.65M | Buy |
27,202
+4,663
| +21% | +$283K | 0.02% | 591 |
|
2017
Q1 | $1.33M | Buy |
22,539
+4,897
| +28% | +$288K | 0.02% | 615 |
|
2016
Q4 | $974K | Buy |
17,642
+283
| +2% | +$15.6K | 0.02% | 689 |
|
2016
Q3 | $941K | Buy |
17,359
+2,681
| +18% | +$145K | 0.02% | 716 |
|
2016
Q2 | $879K | Sell |
14,678
-1,496
| -9% | -$89.6K | 0.02% | 669 |
|
2016
Q1 | $944K | Buy |
16,174
+1,455
| +10% | +$84.9K | 0.02% | 592 |
|
2015
Q4 | $752K | Sell |
14,719
-375
| -2% | -$19.2K | 0.02% | 664 |
|
2015
Q3 | $764K | Buy |
+15,094
| New | +$764K | 0.02% | 577 |
|
2015
Q1 | – | Sell |
-13,087
| Closed | -$700K | – | 1426 |
|
2014
Q4 | $700K | Buy |
13,087
+2,195
| +20% | +$117K | 0.02% | 618 |
|
2014
Q3 | $483K | Sell |
10,892
-2,417
| -18% | -$107K | 0.01% | 848 |
|
2014
Q2 | $629K | Sell |
13,309
-308
| -2% | -$14.6K | 0.02% | 639 |
|
2014
Q1 | $620K | Buy |
13,617
+782
| +6% | +$35.6K | 0.02% | 604 |
|
2013
Q4 | $544K | Buy |
12,835
+3,293
| +35% | +$140K | 0.02% | 622 |
|
2013
Q3 | $394K | Buy |
9,542
+910
| +11% | +$37.6K | 0.02% | 719 |
|
2013
Q2 | $363K | Buy |
+8,632
| New | +$363K | 0.02% | 684 |
|