Cornerstone Planning Group’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
$115K Buy
1,745
+1,703
+4,055% +$112K 0.02% 126
2025
Q1
$2.43K Buy
42
+21
+100% +$1.22K ﹤0.01% 939
2024
Q4
$1.22K Sell
21
-6
-22% -$349 ﹤0.01% 916
2024
Q3
$1.74K Buy
27
+6
+29% +$387 ﹤0.01% 804
2024
Q2
$1.37K Buy
21
+5
+31% +$325 ﹤0.01% 878
2024
Q1
$961 Sell
16
-10
-38% -$601 ﹤0.01% 790
2023
Q4
$1.61K Sell
26
-8
-24% -$494 ﹤0.01% 662
2023
Q3
$1.98K Hold
34
﹤0.01% 661
2023
Q2
$2.41K Buy
+34
New +$2.41K ﹤0.01% 1108
2022
Q4
$4.71K Buy
+59
New +$4.71K ﹤0.01% 923