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Consilium Wealth Advisory’s Eversource Energy ES Stock Holding History

Consilium Wealth Advisory’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,887
Closed -$281K – 89
2024
Q4 		$281K Sell
4,887
-385
-7% -$22.1K 0.13% 80
2024
Q3 		$359K Hold
5,272
– – 0.2% 67
2024
Q2 		$299K Buy
+5,272
New +$299K 0.16% 73