Camelot Portfolios’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 | $1.71M | Buy |
26,845
+7,228
| +37% | +$460K | 1.02% | 23 |
|
2025
Q1 | $1.22M | Buy |
19,617
+3,310
| +20% | +$206K | 0.75% | 41 |
|
2024
Q4 | $937K | Sell |
16,307
-1,462
| -8% | -$84K | 1.01% | 29 |
|
2024
Q3 | $1.21M | Buy |
17,769
+915
| +5% | +$62.3K | 1.19% | 26 |
|
2024
Q2 | $956K | Hold |
16,854
| – | – | 0.54% | 57 |
|
2024
Q1 | $1.01M | Hold |
16,854
| – | – | 0.98% | 33 |
|
2023
Q4 | $1.04M | Buy |
+16,854
| New | +$1.04M | 0.62% | 46 |
|