Cape Investment Advisory’s Eversource Energy ES Stock Holding History

Cape Investment Advisory’s Portfolio ES Stock Details ES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$138K	Buy
2025 Q3	$130K	Buy
2025 Q2	$113K	Buy