Creative Planning’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 | $5.94M | Sell |
93,419
-1,696
| -2% | -$108K | 0.01% | 704 |
|
|
2025
Q1 | $5.91M | Buy |
95,115
+4,727
| +5% | +$294K | 0.01% | 656 |
|
|
2024
Q4 | $5.19M | Buy |
90,388
+4,228
| +5% | +$243K | 0.01% | 646 |
|
|
2024
Q3 | $5.86M | Buy |
86,160
+5,417
| +7% | +$369K | 0.01% | 586 |
|
|
2024
Q2 | $4.58M | Sell |
80,743
-2,634
| -3% | -$149K | ﹤0.01% | 650 |
|
|
2024
Q1 | $4.98M | Buy |
83,377
+13,580
| +19% | +$812K | 0.01% | 604 |
|
|
2023
Q4 | $4.31M | Sell |
69,797
-7,614
| -10% | -$470K | 0.01% | 606 |
|
|
2023
Q3 | $4.5M | Buy |
77,411
+7,936
| +11% | +$461K | 0.01% | 564 |
|
|
2023
Q2 | $4.93M | Sell |
69,475
-748
| -1% | -$53K | 0.01% | 527 |
|
|
2023
Q1 | $5.5M | Buy |
70,223
+90
| +0.1% | +$7.04K | 0.01% | 482 |
|
|
2022
Q4 | $5.88M | Buy |
70,133
+406
| +0.6% | +$34K | 0.01% | 444 |
|
|
2022
Q3 | $5.44M | Sell |
69,727
-2,419
| -3% | -$189K | 0.01% | 420 |
|
|
2022
Q2 | $6.09M | Buy |
72,146
+2,640
| +4% | +$223K | 0.01% | 411 |
|
|
2022
Q1 | $6.13M | Buy |
69,506
+4,438
| +7% | +$391K | 0.01% | 411 |
|
|
2021
Q4 | $5.92M | Buy |
65,068
+2,094
| +3% | +$191K | 0.01% | 386 |
|
|
2021
Q3 | $5.15M | Sell |
62,974
-3,552
| -5% | -$290K | 0.01% | 406 |
|
|
2021
Q2 | $5.34M | Buy |
66,526
+5,937
| +10% | +$476K | 0.01% | 395 |
|
|
2021
Q1 | $5.25M | Buy |
60,589
+2,722
| +5% | +$236K | 0.01% | 404 |
|
|
2020
Q4 | $5.01M | Sell |
57,867
-2,026
| -3% | -$175K | 0.01% | 372 |
|
|
2020
Q3 | $5M | Sell |
59,893
-1,078
| -2% | -$90.1K | 0.01% | 303 |
|
|
2020
Q2 | $5.08M | Sell |
60,971
-2,540
| -4% | -$212K | 0.01% | 279 |
|
|
2020
Q1 | $4.97M | Sell |
63,511
-2,735
| -4% | -$214K | 0.02% | 262 |
|
|
2019
Q4 | $5.64M | Sell |
66,246
-502
| -0.8% | -$42.7K | 0.02% | 275 |
|
|
2019
Q3 | $5.71M | Buy |
66,748
+3,428
| +5% | +$293K | 0.02% | 262 |
|
|
2019
Q2 | $4.8M | Sell |
63,320
-3,635
| -5% | -$275K | 0.02% | 300 |
|
|
2019
Q1 | $4.75M | Buy |
66,955
+4,438
| +7% | +$315K | 0.02% | 287 |
|
|
2018
Q4 | $4.07M | Buy |
62,517
+5,775
| +10% | +$376K | 0.02% | 284 |
|
|
2018
Q3 | $3.49M | Buy |
56,742
+4,552
| +9% | +$280K | 0.01% | 347 |
|
|
2018
Q2 | $3.06M | Sell |
52,190
-213
| -0.4% | -$12.5K | 0.01% | 371 |
|
|
2018
Q1 | $3.09M | Sell |
52,403
-2,757
| -5% | -$162K | 0.01% | 352 |
|
|
2017
Q4 | $3.49M | Buy |
55,160
+384
| +0.7% | +$24.3K | 0.02% | 319 |
|
|
2017
Q3 | $3.31M | Buy |
54,776
+1,565
| +3% | +$94.6K | 0.02% | 318 |
|
|
2017
Q2 | $3.23M | Sell |
53,211
-1,555
| -3% | -$94.4K | 0.02% | 306 |
|
|
2017
Q1 | $3.22M | Sell |
54,766
-5,251
| -9% | -$309K | 0.02% | 293 |
|
|
2016
Q4 | $3.32M | Sell |
60,017
-698
| -1% | -$38.6K | 0.02% | 281 |
|
|
2016
Q3 | $3.29M | Buy |
60,715
+26,009
| +75% | +$1.41M | 0.02% | 273 |
|
|
2016
Q2 | $2.08M | Sell |
34,706
-2,373
| -6% | -$142K | 0.02% | 325 |
|
|
2016
Q1 | $2.16M | Sell |
37,079
-1,099
| -3% | -$64.1K | 0.02% | 300 |
|
|
2015
Q4 | $1.95M | Buy |
38,178
+10,191
| +36% | +$521K | 0.02% | 316 |
|
|
2015
Q3 | $1.42M | Sell |
27,987
-2,013
| -7% | -$102K | 0.01% | 378 |
|
|
2015
Q2 | $1.36M | Buy |
30,000
+1,296
| +5% | +$58.8K | 0.01% | 385 |
|
|
2015
Q1 | $1.45M | Sell |
28,704
-1,094
| -4% | -$55.3K | 0.01% | 351 |
|
|
2014
Q4 | $1.6M | Buy |
29,798
+2,024
| +7% | +$108K | 0.02% | 325 |
|
|
2014
Q3 | $1.23M | Buy |
27,774
+1,590
| +6% | +$70.4K | 0.01% | 342 |
|
|
2014
Q2 | $1.24M | Buy |
26,184
+4,445
| +20% | +$210K | 0.02% | 330 |
|
|
2014
Q1 | $989K | Buy |
21,739
+461
| +2% | +$21K | 0.01% | 374 |
|
|
2013
Q4 | $902K | Buy |
21,278
+2,359
| +12% | +$100K | 0.02% | 335 |
|
|
2013
Q3 | $780K | Buy |
18,919
+367
| +2% | +$15.1K | 0.02% | 321 |
|
|
2013
Q2 | $780K | Buy |
+18,552
| New | +$780K | 0.02% | 287 |
|