CIBC Private Wealth Group’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
12,908
-4,001
| -24% | -$255K | ﹤0.01% | 706 |
|
|
2025
Q1 | $917K | Buy |
16,909
+383
| +2% | +$20.8K | ﹤0.01% | 660 |
|
|
2024
Q4 | $937K | Buy |
16,526
+111
| +0.7% | +$6.3K | ﹤0.01% | 707 |
|
|
2024
Q3 | $1.12M | Buy |
16,415
+577
| +4% | +$39.3K | ﹤0.01% | 661 |
|
|
2024
Q2 | $908K | Buy |
15,838
+1,521
| +11% | +$87.2K | ﹤0.01% | 679 |
|
|
2024
Q1 | $843K | Buy |
14,317
+314
| +2% | +$18.5K | ﹤0.01% | 705 |
|
|
2023
Q4 | $864K | Sell |
14,003
-85,932
| -86% | -$5.3M | ﹤0.01% | 663 |
|
|
2023
Q3 | $5.81M | Sell |
99,935
-112,536
| -53% | -$6.54M | 0.01% | 368 |
|
|
2023
Q2 | $15.1M | Buy |
212,471
+50,837
| +31% | +$3.61M | 0.03% | 289 |
|
|
2023
Q1 | $8.21M | Buy |
161,634
+155,206
| +2,415% | +$7.88M | 0.02% | 333 |
|
|
2022
Q4 | $384K | Sell |
6,428
-292
| -4% | -$17.5K | ﹤0.01% | 657 |
|
|
2022
Q3 | $524K | Sell |
6,720
-9,998
| -60% | -$780K | ﹤0.01% | 695 |
|
|
2022
Q2 | $1.41M | Sell |
16,718
-148,041
| -90% | -$12.5M | ﹤0.01% | 550 |
|
|
2022
Q1 | $14.5M | Buy |
164,759
+48,099
| +41% | +$4.24M | 0.03% | 288 |
|
|
2021
Q4 | $10.6M | Sell |
116,660
-125,742
| -52% | -$11.4M | 0.02% | 323 |
|
|
2021
Q3 | $19.8M | Sell |
242,402
-142,614
| -37% | -$11.7M | 0.05% | 255 |
|
|
2021
Q2 | $30.9M | Sell |
385,016
-108,575
| -22% | -$8.71M | 0.07% | 193 |
|
|
2021
Q1 | $42.7M | Buy |
493,591
+357,905
| +264% | +$31M | 0.11% | 162 |
|
|
2020
Q4 | $11.7M | Buy |
135,686
+40,411
| +42% | +$3.5M | 0.03% | 310 |
|
|
2020
Q3 | $7.96M | Sell |
95,275
-41,937
| -31% | -$3.5M | 0.02% | 319 |
|
|
2020
Q2 | $11.4M | Buy |
137,212
+113,799
| +486% | +$9.48M | 0.06% | 218 |
|
|
2020
Q1 | $1.83M | Buy |
23,413
+926
| +4% | +$72.4K | 0.01% | 426 |
|
|
2019
Q4 | $1.91M | Sell |
22,487
-46
| -0.2% | -$3.91K | 0.01% | 477 |
|
|
2019
Q3 | $1.93M | Buy |
22,533
+457
| +2% | +$39.1K | 0.01% | 467 |
|
|
2019
Q2 | $1.67M | Buy |
22,076
+1,078
| +5% | +$81.7K | 0.01% | 495 |
|
|
2019
Q1 | $1.49M | Sell |
20,998
-2,435
| -10% | -$173K | 0.01% | 517 |
|
|
2018
Q4 | $1.52M | Sell |
23,433
-189
| -0.8% | -$12.3K | 0.01% | 492 |
|
|
2018
Q3 | $1.45M | Sell |
23,622
-1,292
| -5% | -$79.4K | 0.01% | 597 |
|
|
2018
Q2 | $1.46M | Buy |
24,914
+901
| +4% | +$52.8K | 0.01% | 578 |
|
|
2018
Q1 | $1.41M | Buy |
24,013
+20
| +0.1% | +$1.18K | 0.01% | 578 |
|
|
2017
Q4 | $1.52M | Sell |
23,993
-3,152
| -12% | -$199K | 0.01% | 581 |
|
|
2017
Q3 | $1.64M | Buy |
27,145
+3
| +0% | +$181 | 0.01% | 532 |
|
|
2017
Q2 | $1.65M | Buy |
27,142
+68
| +0.3% | +$4.13K | 0.01% | 409 |
|
|
2017
Q1 | $1.59M | Sell |
27,074
-383
| -1% | -$22.5K | 0.01% | 401 |
|
|
2016
Q4 | $1.52M | Buy |
27,457
+409
| +2% | +$22.6K | 0.01% | 411 |
|
|
2016
Q3 | $1.47M | Sell |
27,048
-2,614
| -9% | -$142K | 0.01% | 402 |
|
|
2016
Q2 | $1.78M | Sell |
29,662
-4,919
| -14% | -$295K | 0.01% | 374 |
|
|
2016
Q1 | $2.02M | Sell |
34,581
-1,307
| -4% | -$76.3K | 0.02% | 351 |
|
|
2015
Q4 | $1.83M | Sell |
35,888
-997
| -3% | -$50.9K | 0.01% | 365 |
|
|
2015
Q3 | $1.87M | Buy |
36,885
+893
| +2% | +$45.2K | 0.02% | 361 |
|
|
2015
Q2 | $1.64M | Buy |
35,992
+1,791
| +5% | +$81.4K | 0.01% | 395 |
|
|
2015
Q1 | $1.73M | Sell |
34,201
-8,875
| -21% | -$448K | 0.01% | 394 |
|
|
2014
Q4 | $2.31M | Buy |
43,076
+2,143
| +5% | +$115K | 0.02% | 358 |
|
|
2014
Q3 | $1.81M | Buy |
40,933
+7,741
| +23% | +$343K | 0.01% | 381 |
|
|
2014
Q2 | $1.57M | Buy |
33,192
+694
| +2% | +$32.8K | 0.01% | 384 |
|
|
2014
Q1 | $1.46M | Buy |
+32,498
| New | +$1.46M | 0.01% | 394 |
|