Congress Wealth 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 | $508K | Buy |
7,988
+2,008
| +34% | +$128K | ﹤0.01% | 922 |
|
|
2025
Q1 | $371K | Buy |
5,980
+298
| +5% | +$18.5K | ﹤0.01% | 897 |
|
|
2024
Q4 | $326K | Buy |
5,682
+2,727
| +92% | +$157K | ﹤0.01% | 744 |
|
|
2024
Q3 | $201K | Buy |
+2,955
| New | +$201K | ﹤0.01% | 823 |
|
|
2024
Q1 | – | Sell |
-5,063
| Closed | -$313K | – | 597 |
|
|
2023
Q4 | $313K | Buy |
5,063
+1,611
| +47% | +$99.4K | 0.01% | 524 |
|
|
2023
Q3 | $201K | Sell |
3,452
-23
| -0.7% | -$1.34K | ﹤0.01% | 587 |
|
|
2023
Q2 | $246K | Sell |
3,475
-233
| -6% | -$16.5K | 0.01% | 509 |
|
|
2023
Q1 | $290K | Buy |
3,708
+112
| +3% | +$8.77K | 0.01% | 486 |
|
|
2022
Q4 | $301K | Buy |
3,596
+256
| +8% | +$21.5K | 0.01% | 478 |
|
|
2022
Q3 | $260K | Sell |
3,340
-111
| -3% | -$8.64K | 0.01% | 489 |
|
|
2022
Q2 | $292K | Sell |
3,451
-222
| -6% | -$18.8K | 0.01% | 482 |
|
|
2022
Q1 | $324K | Buy |
3,673
+333
| +10% | +$29.4K | 0.01% | 504 |
|
|
2021
Q4 | $304K | Buy |
+3,340
| New | +$304K | 0.01% | 531 |
|