CBIZ Investment Advisory Services’s Eversource Energy ES Stock Holding History

CBIZ Investment Advisory Services’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.2K	Hold
2025 Q2	$13.6K	Buy
2025 Q1	$683	Buy
2024 Q4	–	Sell
2024 Q3	$4.76K	Buy