DIM
DC Investments Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
30,471
| – | – | 0.81% | 26 |
|
|
2025
Q1 | $1.89M | Buy |
30,471
+1,006
| +3% | +$62.5K | 0.97% | 38 |
|
|
2024
Q4 | $1.69M | Buy |
29,465
+12,993
| +79% | +$746K | 1.1% | 30 |
|
|
2024
Q3 | $1.12M | Hold |
16,472
| – | – | 0.78% | 37 |
|
|
2024
Q2 | $934K | Hold |
16,472
| – | – | 0.79% | 39 |
|
|
2024
Q1 | $985K | Buy |
+16,472
| New | +$985K | 0.8% | 37 |
|
|
2022
Q2 | – | Sell |
-12,489
| Closed | -$1.1M | – | 46 |
|
|
2022
Q1 | $1.1M | Buy |
12,489
+610
| +5% | +$53.8K | 1.91% | 24 |
|
|
2021
Q4 | $1.08M | Hold |
11,879
| – | – | 1.53% | 25 |
|
|
2021
Q3 | $971K | Hold |
11,879
| – | – | 1.81% | 25 |
|
|
2021
Q2 | $953K | Hold |
11,879
| – | – | 2.24% | 23 |
|
|
2021
Q1 | $1.03M | Buy |
+11,879
| New | +$1.03M | 2.55% | 20 |
|
|
2020
Q3 | – | Sell |
-2,949
| Closed | -$246K | – | 139 |
|
|
2020
Q2 | $246K | Sell |
2,949
-3,160
| -52% | -$264K | 0.09% | 278 |
|
|
2020
Q1 | $478K | Sell |
6,109
-1,042
| -15% | -$81.5K | 0.39% | 75 |
|
|
2019
Q4 | $608K | Sell |
7,151
-542
| -7% | -$46.1K | 0.47% | 45 |
|
|
2019
Q3 | $658K | Sell |
7,693
-749
| -9% | -$64.1K | 0.38% | 37 |
|
|
2019
Q2 | $640K | Buy |
8,442
+3,160
| +60% | +$240K | 0.36% | 55 |
|
|
2019
Q1 | $375K | Hold |
5,282
| – | – | 0.24% | 185 |
|
|
2018
Q4 | $344K | Buy |
+5,282
| New | +$344K | 0.28% | 176 |
|
|
2018
Q2 | – | Sell |
-16,468
| Closed | -$970K | – | 327 |
|
|
2018
Q1 | $970K | Hold |
16,468
| – | – | 0.65% | 47 |
|
|
2017
Q4 | $1.04M | Buy |
+16,468
| New | +$1.04M | 0.43% | 41 |
|