Cerity Partners’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 | $4.21M | Sell |
66,121
-1,941
| -3% | -$123K | 0.01% | 885 |
|
|
2025
Q1 | $4.23M | Sell |
68,062
-47,529
| -41% | -$2.95M | 0.01% | 789 |
|
|
2024
Q4 | $6.96M | Sell |
115,591
-11,735
| -9% | -$707K | 0.02% | 604 |
|
|
2024
Q3 | $8.66M | Buy |
127,326
+31,517
| +33% | +$2.14M | 0.02% | 527 |
|
|
2024
Q2 | $5.43M | Sell |
95,809
-108,514
| -53% | -$6.15M | 0.01% | 575 |
|
|
2024
Q1 | $12.2M | Buy |
204,323
+86,080
| +73% | +$5.15M | 0.03% | 399 |
|
|
2023
Q4 | $7.3M | Buy |
118,243
+99,652
| +536% | +$6.15M | 0.02% | 434 |
|
|
2023
Q3 | $1.08M | Sell |
18,591
-177
| -0.9% | -$10.3K | 0.01% | 728 |
|
|
2023
Q2 | $1.33M | Sell |
18,768
-4,503
| -19% | -$319K | 0.01% | 836 |
|
|
2023
Q1 | $1.81M | Buy |
23,271
+191
| +0.8% | +$14.9K | ﹤0.01% | 754 |
|
|
2022
Q4 | $1.94M | Buy |
23,080
+846
| +4% | +$70.9K | 0.01% | 528 |
|
|
2022
Q3 | $1.73M | Sell |
22,234
-755
| -3% | -$58.8K | 0.02% | 399 |
|
|
2022
Q2 | $1.89M | Buy |
22,989
+13,497
| +142% | +$1.11M | 0.02% | 416 |
|
|
2022
Q1 | $629K | Buy |
9,492
+436
| +5% | +$28.9K | 0.01% | 542 |
|
|
2021
Q4 | $824K | Buy |
+9,056
| New | +$824K | 0.01% | 467 |
|