Connecticut 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
2026 Q1	$541K	Hold	7,816	–	–	0.02%	219
2025 Q4	$526K	Hold	7,816	–	–	0.02%	223
2025 Q3	$556K	Hold	7,816	–	–	0.02%	225
2025 Q2	$497K	Buy	7,816 +1,681	+27%	+$104K	0.02%	216
2025 Q1	$381K	Sell	6,135 -88	-1%	-$5.25K	0.02%	234
2024 Q4	$357K	Buy	6,223 +588	+10%	+$36.6K	0.02%	214
2024 Q3	$383K	Sell	5,635 -500	-8%	-$32.3K	0.02%	245
2024 Q2	$348K	Sell	6,135 -379	-6%	-$22.5K	0.02%	246
2024 Q1	$389K	Buy	6,514 +8	+0.1%	+$460	0.02%	243
2023 Q4	$402K	Buy	6,506 +1,062	+20%	+$61.2K	0.02%	233
2023 Q3	$317K	Hold	5,444	–	–	0.02%	219
2023 Q2	$386K	Hold	5,444	–	–	0.03%	177
2023 Q1	$426K	Buy	5,444 +336	+7%	+$26.5K	0.03%	150
2022 Q4	$428K	Hold	5,108	–	–	0.04%	123
2022 Q3	$398K	Buy	5,108 +896	+21%	+$79K	0.04%	120
2022 Q2	$356K	Sell	4,212 -639	-13%	-$56.8K	0.03%	140
2022 Q1	$428K	Buy	4,851 +87	+2%	+$7.44K	0.03%	128
2021 Q4	$433K	Hold	4,764	–	–	0.03%	131
2021 Q3	$389K	Buy	4,764 +1	+0%	+$87	0.03%	130
2021 Q2	$382K	Sell	4,763 -7,021	-60%	-$591K	0.03%	131
2021 Q1	$1.02M	Buy	11,784 +12	+0.1%	+$1.02K	0.09%	67
2020 Q4	$1.02M	Sell	11,772 -368	-3%	-$32.8K	0.11%	73
2020 Q3	$1.01M	Buy	12,140 +8,826	+266%	+$756K	0.11%	80
2020 Q2	$276K	Buy	3,314 +361	+12%	+$29.9K	0.03%	120
2020 Q1	$231K	Buy	2,953 +1	+0%	+$88	0.03%	132
2019 Q4	$251K	Buy	2,952 +49	+2%	+$4.08K	0.03%	146
2019 Q3	$248K	Buy	+2,903	New	+$231K	0.03%	136