Concurrent Investment Advisors’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	$210K	Buy	+3,304	New	+$210K	﹤0.01%	1236
2024 Q1	–	Sell	-14,161	Closed	-$874K	–	893
2023 Q4	$874K	Buy	+14,161	New	+$874K	0.04%	355