Cary Street Partners Investment Advisory’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 | $36.8K | Buy |
+578
| New | +$36.8K | 0.02% | 427 |
|
|
2023
Q4 | – | Sell |
-1,491
| Closed | -$86.7K | – | 962 |
|
|
2023
Q3 | $86.7K | Buy |
1,491
+124
| +9% | +$7.21K | ﹤0.01% | 741 |
|
|
2023
Q2 | $96.9K | Sell |
1,367
-251
| -16% | -$17.8K | 0.01% | 672 |
|
|
2023
Q1 | $127K | Sell |
1,618
-64
| -4% | -$5.01K | 0.01% | 555 |
|
|
2022
Q4 | $141K | Buy |
+1,682
| New | +$141K | 0.01% | 525 |
|
|
2022
Q3 | – | Sell |
-1,248
| Closed | -$105K | – | 523 |
|
|
2022
Q2 | $105K | Buy |
+1,248
| New | +$105K | 0.01% | 504 |
|