Clifford Swan Investment Counsel’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $294K | Hold |
4,250
| – | – | 0.01% | 269 |
|
|
2025
Q4 | $286K | Hold |
4,250
| – | – | 0.01% | 268 |
|
|
2025
Q3 | $302K | Sell |
4,250
-5
| -0.1% | -$328 | 0.01% | 270 |
|
|
2025
Q2 | $271K | Buy |
4,255
+5
| +0.1% | +$308 | 0.01% | 275 |
|
|
2025
Q1 | $264K | Hold |
4,250
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $244K | Hold |
4,250
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $289K | Hold |
4,250
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $241K | Hold |
4,250
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $254K | Sell |
4,250
-131
| -3% | -$7.53K | 0.01% | 278 |
|
|
2023
Q4 | $270K | Sell |
4,381
-15
| -0.3% | -$865 | 0.01% | 271 |
|
|
2023
Q3 | $256K | Buy |
4,396
+15
| +0.3% | +$1K | 0.01% | 268 |
|
|
2023
Q2 | $311K | Hold |
4,381
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $343K | Sell |
4,381
-7
| -0.2% | -$553 | 0.01% | 242 |
|
|
2022
Q4 | $368K | Buy |
4,388
+7
| +0.2% | +$555 | 0.02% | 238 |
|
|
2022
Q3 | $342K | Hold |
4,381
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $370K | Hold |
4,381
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $386K | Hold |
4,381
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $399K | Hold |
4,381
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $371K | Sell |
4,381
-124
| -3% | -$10.8K | 0.01% | 263 |
|
|
2021
Q2 | $397K | Hold |
4,505
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $390K | Buy |
4,505
+124
| +3% | +$10.5K | 0.02% | 251 |
|
|
2020
Q4 | $379K | Hold |
4,381
| – | – | 0.02% | 246 |
|
|
2020
Q3 | $366K | Buy |
4,381
+131
| +3% | +$11.2K | 0.02% | 239 |
|
|
2020
Q2 | $354K | Hold |
4,250
| – | – | 0.02% | 236 |
|
|
2020
Q1 | $332K | Hold |
4,250
| – | – | 0.02% | 224 |
|
|
2019
Q4 | $362K | Hold |
4,250
| – | – | 0.02% | 241 |
|
|
2019
Q3 | $363K | Sell |
4,250
-305
| -7% | -$24.2K | 0.02% | 233 |
|
|
2019
Q2 | $345K | Hold |
4,555
| – | – | 0.02% | 239 |
|
|
2019
Q1 | $323K | Hold |
4,555
| – | – | 0.02% | 245 |
|
|
2018
Q4 | $296K | Sell |
4,555
-46
| -1% | -$3K | 0.02% | 247 |
|
|
2018
Q3 | $283K | Buy |
4,601
+46
| +1% | +$2.81K | 0.01% | 266 |
|
|
2018
Q2 | $267K | Hold |
4,555
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $268K | Sell |
4,555
-100
| -2% | -$5.92K | 0.02% | 266 |
|
|
2017
Q4 | $294K | Sell |
4,655
-986
| -17% | -$62.3K | 0.02% | 256 |
|
|
2017
Q3 | $341K | Buy |
+5,641
| New | +$348K | 0.02% | 244 |
|
Other funds holding ES
VCM
VPM
MAM
Clifford Swan Investment Counsel's ES Position: Q1 2026 in Review
Clifford Swan Investment Counsel held its Eversource Energy (ES) position steady in Q1 2026 at 4,250 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #269.
Clifford Swan Investment Counsel first reported a position in ES in Q3 2017 and has held it in 35 quarters since. The position peaked at $399K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Clifford Swan Investment Counsel held 4,250 shares of Eversource Energy worth $294K as of Q1 2026.
- Clifford Swan Investment Counsel left its Eversource Energy share count unchanged in Q1 2026.
- Eversource Energy made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #269 holding.
- Clifford Swan Investment Counsel first reported a position in Eversource Energy in Q3 2017 and has held it in 35 quarters since.
- Clifford Swan Investment Counsel's Eversource Energy position peaked at $399K in Q4 2021.
- 1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.