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

CBIZ Investment Advisory Services’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	$10.2K	Sell
2025 Q3	$15.2K	Hold
2025 Q2	$13.6K	Buy
2025 Q1	$683	Buy
2024 Q4	–	Sell
2024 Q3	$4.76K	Buy