Csenge Advisory Group’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 | $685K | Sell |
9,887
-464
| -4% | -$32.8K | 0.03% | 373 |
|
|
2025
Q4 | $697K | Buy |
10,351
+1,407
| +16% | +$98.8K | 0.03% | 369 |
|
|
2025
Q3 | $636K | Buy |
8,944
+2,080
| +30% | +$136K | 0.03% | 382 |
|
|
2025
Q2 | $445K | Sell |
6,864
-28
| -0.4% | -$1.73K | 0.02% | 455 |
|
|
2025
Q1 | $396K | Buy |
6,892
+697
| +11% | +$41.6K | 0.02% | 451 |
|
|
2024
Q4 | $356K | Sell |
6,195
-1,046
| -14% | -$65.2K | 0.02% | 509 |
|
|
2024
Q3 | $462K | Sell |
7,241
-386
| -5% | -$24.9K | 0.02% | 437 |
|
|
2024
Q2 | $433K | Sell |
7,627
-793
| -9% | -$47K | 0.02% | 436 |
|
|
2024
Q1 | $503K | Sell |
8,420
-451
| -5% | -$25.9K | 0.03% | 430 |
|
|
2023
Q4 | $548K | Sell |
8,871
-3,861
| -30% | -$223K | 0.03% | 381 |
|
|
2023
Q3 | $740K | Buy |
12,732
+1,030
| +9% | +$68.7K | 0.05% | 275 |
|
|
2023
Q2 | $830K | Buy |
11,702
+555
| +5% | +$41.3K | 0.06% | 250 |
|
|
2023
Q1 | $872K | Sell |
11,147
-15
| -0.1% | -$1.19K | 0.06% | 235 |
|
|
2022
Q4 | $936K | Buy |
11,162
+258
| +2% | +$20.5K | 0.07% | 225 |
|
|
2022
Q3 | $850K | Buy |
10,904
+103
| +1% | +$9.08K | 0.07% | 228 |
|
|
2022
Q2 | $912K | Buy |
10,801
+114
| +1% | +$10.1K | 0.08% | 225 |
|
|
2022
Q1 | $943K | Buy |
10,687
+651
| +6% | +$55.7K | 0.07% | 229 |
|
|
2021
Q4 | $802K | Sell |
10,036
-110
| -1% | -$9.46K | 0.07% | 239 |
|
|
2021
Q3 | $830K | Buy |
10,146
+110
| +1% | +$9.55K | 0.07% | 258 |
|
|
2021
Q2 | $802K | Buy |
10,036
+6,792
| +209% | +$572K | 0.07% | 239 |
|
|
2021
Q1 | $280K | Sell |
3,244
-98
| -3% | -$8.32K | 0.03% | 398 |
|
|
2020
Q4 | $289K | Sell |
3,342
-141
| -4% | -$12.6K | 0.03% | 335 |
|
|
2020
Q3 | $316K | Sell |
3,483
-203
| -6% | -$17.4K | 0.04% | 298 |
|
|
2020
Q2 | $307K | Buy |
3,686
+1,052
| +40% | +$87.1K | 0.04% | 267 |
|
|
2020
Q1 | $206K | Buy |
+2,634
| New | +$231K | 0.05% | 268 |
|
|
2018
Q4 | – | Sell |
-101
| Closed | -$6K | – | 579 |
|
|
2018
Q3 | $6K | Buy |
+101
| New | +$6.18K | ﹤0.01% | 582 |
|
|
2018
Q2 | – | Sell |
-3,872
| Closed | -$228K | – | 266 |
|
|
2018
Q1 | $228K | Buy |
3,872
+558
| +17% | +$33K | 0.08% | 234 |
|
|
2017
Q4 | $209K | Buy |
+3,314
| New | +$210K | 0.07% | 237 |
|
Other funds holding ES
VCM
VPM
MAM
