Dorsey & Whitney Trust’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 | $258K | Buy |
4,062
+520
| +15% | +$33.1K | 0.01% | 576 |
|
|
2025
Q1 | $220K | Sell |
3,542
-41
| -1% | -$2.55K | 0.01% | 615 |
|
|
2024
Q4 | $206K | Sell |
3,583
-108
| -3% | -$6.2K | 0.01% | 641 |
|
|
2024
Q3 | $251K | Sell |
3,691
-783
| -18% | -$53.3K | 0.01% | 579 |
|
|
2024
Q2 | $254K | Sell |
4,474
-1,514
| -25% | -$85.9K | 0.02% | 528 |
|
|
2024
Q1 | $358K | Sell |
5,988
-350
| -6% | -$20.9K | 0.02% | 424 |
|
|
2023
Q4 | $391K | Buy |
6,338
+1,281
| +25% | +$79.1K | 0.03% | 392 |
|
|
2023
Q3 | $294K | Buy |
5,057
+1,237
| +32% | +$71.9K | 0.03% | 428 |
|
|
2023
Q2 | $271K | Sell |
3,820
-490
| -11% | -$34.8K | 0.02% | 464 |
|
|
2023
Q1 | $337K | Buy |
+4,310
| New | +$337K | 0.03% | 403 |
|