Cetera Investment Advisers’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 | $12.6M | Buy |
198,424
+85,297
| +75% | +$5.43M | 0.02% | 704 |
|
2025
Q1 | $7.03M | Buy |
113,127
+15,939
| +16% | +$990K | 0.01% | 934 |
|
2024
Q4 | $5.58M | Buy |
97,188
+12,382
| +15% | +$711K | 0.01% | 979 |
|
2024
Q3 | $5.77M | Sell |
84,806
-5,220
| -6% | -$355K | 0.01% | 941 |
|
2024
Q2 | $5.11M | Sell |
90,026
-1,036
| -1% | -$58.8K | 0.01% | 987 |
|
2024
Q1 | $5.44M | Buy |
91,062
+67,300
| +283% | +$4.02M | 0.01% | 941 |
|
2023
Q4 | $1.47M | Sell |
23,762
-11,522
| -33% | -$711K | 0.01% | 912 |
|
2023
Q3 | $2.05M | Buy |
35,284
+574
| +2% | +$33.4K | 0.02% | 733 |
|
2023
Q2 | $2.46M | Buy |
34,710
+6,454
| +23% | +$458K | 0.02% | 684 |
|
2023
Q1 | $2.21M | Buy |
28,256
+3,270
| +13% | +$256K | 0.02% | 695 |
|
2022
Q4 | $2.09M | Buy |
24,986
+10,095
| +68% | +$846K | 0.02% | 687 |
|
2022
Q3 | $1.16M | Sell |
14,891
-190
| -1% | -$14.8K | 0.02% | 656 |
|
2022
Q2 | $1.27M | Buy |
15,081
+217
| +1% | +$18.3K | 0.02% | 692 |
|
2022
Q1 | $1.31M | Buy |
14,864
+231
| +2% | +$20.4K | 0.02% | 723 |
|
2021
Q4 | $1.33M | Sell |
14,633
-316
| -2% | -$28.7K | 0.02% | 698 |
|
2021
Q3 | $1.22M | Sell |
14,949
-131
| -0.9% | -$10.7K | 0.02% | 707 |
|
2021
Q2 | $1.21M | Buy |
15,080
+753
| +5% | +$60.4K | 0.02% | 703 |
|
2021
Q1 | $1.24M | Sell |
14,327
-422
| -3% | -$36.6K | 0.02% | 580 |
|
2020
Q4 | $1.28M | Buy |
14,749
+6,150
| +72% | +$532K | 0.03% | 581 |
|
2020
Q3 | $718K | Sell |
8,599
-918
| -10% | -$76.7K | 0.06% | 311 |
|
2020
Q2 | $792K | Sell |
9,517
-289
| -3% | -$24.1K | 0.07% | 273 |
|
2020
Q1 | $767K | Buy |
9,806
+3,415
| +53% | +$267K | 0.09% | 229 |
|
2019
Q4 | $545K | Sell |
6,391
-100
| -2% | -$8.53K | 0.05% | 326 |
|
2019
Q3 | $556K | Buy |
6,491
+250
| +4% | +$21.4K | 0.07% | 289 |
|
2019
Q2 | $474K | Buy |
6,241
+722
| +13% | +$54.8K | 0.06% | 304 |
|
2019
Q1 | $391K | Buy |
5,519
+8
| +0.1% | +$567 | 0.06% | 321 |
|
2018
Q4 | $359K | Buy |
5,511
+1,319
| +31% | +$85.9K | 0.06% | 310 |
|
2018
Q3 | $260K | Buy |
+4,192
| New | +$260K | 0.04% | 399 |
|