Capital Analysts LLC’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,721
| Closed | -$99K | – | 1381 |
|
|
2024
Q4 | $99K | Hold |
1,721
| – | – | ﹤0.01% | 614 |
|
|
2024
Q3 | $117K | Hold |
1,721
| – | – | ﹤0.01% | 559 |
|
|
2024
Q2 | $98K | Hold |
1,721
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $103K | Sell |
1,721
-23
| -1% | -$1.38K | ﹤0.01% | 543 |
|
|
2023
Q4 | $107K | Buy |
1,744
+23
| +1% | +$1.41K | 0.01% | 515 |
|
|
2023
Q3 | $100K | Sell |
1,721
-5
| -0.3% | -$291 | 0.01% | 484 |
|
|
2023
Q2 | $122K | Sell |
1,726
-29
| -2% | -$2.05K | 0.01% | 436 |
|
|
2023
Q1 | $137K | Buy |
+1,755
| New | +$137K | 0.01% | 423 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$21K | – | 699 |
|
|
2019
Q4 | $21K | Sell |
250
-250
| -50% | -$21K | ﹤0.01% | 487 |
|
|
2019
Q3 | $42K | Buy |
+500
| New | +$42K | ﹤0.01% | 404 |
|