Connecticut 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 | $497K | Buy |
7,816
+1,681
| +27% | +$107K | 0.02% | 216 |
|
|
2025
Q1 | $381K | Sell |
6,135
-88
| -1% | -$5.47K | 0.02% | 234 |
|
|
2024
Q4 | $357K | Buy |
6,223
+588
| +10% | +$33.8K | 0.02% | 214 |
|
|
2024
Q3 | $383K | Sell |
5,635
-500
| -8% | -$34K | 0.02% | 245 |
|
|
2024
Q2 | $348K | Sell |
6,135
-379
| -6% | -$21.5K | 0.02% | 246 |
|
|
2024
Q1 | $389K | Buy |
6,514
+8
| +0.1% | +$478 | 0.02% | 243 |
|
|
2023
Q4 | $402K | Buy |
6,506
+1,062
| +20% | +$65.5K | 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% | +$26.3K | 0.03% | 150 |
|
|
2022
Q4 | $428K | Hold |
5,108
| – | – | 0.04% | 123 |
|
|
2022
Q3 | $398K | Buy |
5,108
+896
| +21% | +$69.8K | 0.04% | 120 |
|
|
2022
Q2 | $356K | Sell |
4,212
-639
| -13% | -$54K | 0.03% | 140 |
|
|
2022
Q1 | $428K | Buy |
4,851
+87
| +2% | +$7.68K | 0.03% | 128 |
|
|
2021
Q4 | $433K | Hold |
4,764
| – | – | 0.03% | 131 |
|
|
2021
Q3 | $389K | Buy |
4,764
+1
| +0% | +$82 | 0.03% | 130 |
|
|
2021
Q2 | $382K | Sell |
4,763
-7,021
| -60% | -$563K | 0.03% | 131 |
|
|
2021
Q1 | $1.02M | Buy |
11,784
+12
| +0.1% | +$1.04K | 0.09% | 67 |
|
|
2020
Q4 | $1.02M | Sell |
11,772
-368
| -3% | -$31.8K | 0.11% | 73 |
|
|
2020
Q3 | $1.01M | Buy |
12,140
+8,826
| +266% | +$737K | 0.11% | 80 |
|
|
2020
Q2 | $276K | Buy |
3,314
+361
| +12% | +$30.1K | 0.03% | 120 |
|
|
2020
Q1 | $231K | Buy |
2,953
+1
| +0% | +$78 | 0.03% | 132 |
|
|
2019
Q4 | $251K | Buy |
2,952
+49
| +2% | +$4.17K | 0.03% | 146 |
|
|
2019
Q3 | $248K | Buy |
+2,903
| New | +$248K | 0.03% | 136 |
|