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