Cerro Pacific Wealth Advisors’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 | $219K | Sell |
3,436
-363
| -10% | -$23.1K | 0.06% | 153 |
|
|
2025
Q1 | $218K | Sell |
3,799
-476
| -11% | -$27.3K | 0.07% | 149 |
|
|
2024
Q4 | $291K | Sell |
4,275
-134
| -3% | -$9.12K | 0.1% | 130 |
|
|
2024
Q3 | $250K | Hold |
4,409
| – | – | 0.09% | 134 |
|
|
2024
Q2 | $250K | Buy |
+4,409
| New | +$250K | 0.1% | 135 |
|
|
2023
Q1 | $238K | Buy |
+3,037
| New | +$238K | 0.13% | 130 |
|
|
2021
Q4 | – | Sell |
-7,515
| Closed | -$614K | – | 122 |
|
|
2021
Q3 | $614K | Sell |
7,515
-4,114
| -35% | -$336K | 0.44% | 77 |
|
|
2021
Q2 | $933K | Buy |
+11,629
| New | +$933K | 0.69% | 42 |
|
|
2020
Q4 | $923K | Buy |
+10,663
| New | +$923K | 0.55% | 56 |
|