Cerro Pacific Wealth Advisors’s Eversource Energy ES Stock Holding History

Cerro Pacific Wealth Advisors’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	$219K	Sell
2025 Q2	$219K	Sell
2025 Q1	$218K	Sell
2024 Q4	$291K	Sell
2024 Q3	$250K	Hold
2024 Q2	$250K	Buy
2023 Q1	$238K	Buy
2021 Q4	–	Sell
2021 Q3	$614K	Sell
2021 Q2	$933K	Buy
2020 Q4	$923K	Buy