Charter Oak Capital Management’s Eversource Energy ES Stock Holding History

Charter Oak Capital Management’s Portfolio ES Stock Details ES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$234K	Buy
2022 Q3	–	Sell
2022 Q2	$175K	Buy
2022 Q1	$167K	Sell
2021 Q4	$190K	Sell
2021 Q3	$190K	Sell
2021 Q2	$193K	Buy
2021 Q1	$208K	Buy
2020 Q4	$208K	Buy