CFS Investment Advisory Services’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 | – | Sell |
-4,503
| Closed | -$280K | – | 330 |
|
|
2025
Q1 | $280K | Sell |
4,503
-408
| -8% | -$25.4K | 0.02% | 271 |
|
|
2024
Q4 | $282K | Sell |
4,911
-2,258
| -31% | -$130K | 0.03% | 261 |
|
|
2024
Q3 | $488K | Buy |
7,169
+15
| +0.2% | +$1.02K | 0.04% | 206 |
|
|
2024
Q2 | $406K | Buy |
7,154
+1,721
| +32% | +$97.7K | 0.03% | 194 |
|
|
2024
Q1 | $325K | Sell |
5,433
-995
| -15% | -$59.5K | 0.05% | 135 |
|
|
2023
Q4 | $397K | Buy |
+6,428
| New | +$397K | 0.07% | 112 |
|
|
2022
Q4 | – | Sell |
-76,479
| Closed | -$1K | – | 164 |
|
|
2022
Q3 | $1K | Buy |
+76,479
| New | +$1K | ﹤0.01% | 185 |
|
|
2022
Q2 | – | Sell |
-42,684
| Closed | – | – | 313 |
|
|
2022
Q1 | $0 | Buy |
+42,684
| New | – | ﹤0.01% | 456 |
|