Coldstream Capital Management’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 | $851K | Buy |
13,384
+2,203
| +20% | +$140K | 0.01% | 468 |
|
|
2025
Q1 | $694K | Buy |
11,181
+1,307
| +13% | +$81.2K | 0.01% | 483 |
|
|
2024
Q4 | $567K | Buy |
9,874
+1,044
| +12% | +$60K | 0.01% | 555 |
|
|
2024
Q3 | $598K | Buy |
8,830
+899
| +11% | +$60.9K | 0.01% | 547 |
|
|
2024
Q2 | $450K | Buy |
7,931
+405
| +5% | +$23K | 0.01% | 589 |
|
|
2024
Q1 | $450K | Buy |
7,526
+314
| +4% | +$18.8K | 0.01% | 596 |
|
|
2023
Q4 | $445K | Sell |
7,212
-1,937
| -21% | -$120K | 0.01% | 558 |
|
|
2023
Q3 | $532K | Buy |
9,149
+5,950
| +186% | +$346K | 0.02% | 402 |
|
|
2023
Q2 | $227K | Sell |
3,199
-485
| -13% | -$34.4K | 0.01% | 735 |
|
|
2023
Q1 | $288K | Buy |
3,684
+638
| +21% | +$49.9K | 0.01% | 639 |
|
|
2022
Q4 | $255K | Buy |
+3,046
| New | +$255K | 0.01% | 676 |
|