Clearstead Trust’s Eversource Energy ES Stock Holding History

Clearstead Trust’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.83K	Buy
2025 Q2	$4.01K	Sell
2025 Q1	$12.6K	Buy
2017 Q4	–	Sell
2017 Q3	$91K	Hold
2017 Q2	$91K	Buy