CX Institutional’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 | $184K | Buy |
2,890
+275
| +11% | +$17.5K | 0.01% | 656 |
|
|
2025
Q1 | $162K | Buy |
+2,615
| New | +$162K | 0.01% | 653 |
|
|
2022
Q3 | – | Sell |
-1,140
| Closed | -$96K | – | 670 |
|
|
2022
Q2 | $96K | Buy |
+1,140
| New | +$96K | 0.01% | 554 |
|
|
2021
Q4 | – | Sell |
-730
| Closed | -$60K | – | 508 |
|
|
2021
Q3 | $60K | Buy |
730
+15
| +2% | +$1.23K | ﹤0.01% | 544 |
|
|
2021
Q2 | $57K | Buy |
715
+252
| +54% | +$20.1K | ﹤0.01% | 541 |
|
|
2021
Q1 | $40K | Buy |
463
+159
| +52% | +$13.7K | ﹤0.01% | 534 |
|
|
2020
Q4 | $26K | Buy |
304
+90
| +42% | +$7.7K | ﹤0.01% | 560 |
|
|
2020
Q3 | $18K | Buy |
214
+114
| +114% | +$9.59K | ﹤0.01% | 565 |
|
|
2020
Q2 | $8K | Buy |
100
+10
| +11% | +$800 | ﹤0.01% | 593 |
|
|
2020
Q1 | $7K | Sell |
90
-6
| -6% | -$467 | ﹤0.01% | 496 |
|
|
2019
Q4 | $8K | Hold |
96
| – | – | ﹤0.01% | 460 |
|
|
2019
Q3 | $8K | Buy |
96
+7
| +8% | +$583 | ﹤0.01% | 495 |
|
|
2019
Q2 | $7K | Buy |
89
+12
| +16% | +$944 | ﹤0.01% | 547 |
|
|
2019
Q1 | $5K | Buy |
77
+63
| +450% | +$4.09K | ﹤0.01% | 542 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 488 |
|