Congress Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $201K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $304K | Buy |
|