Empirical Finance’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 | $835K | Sell |
12,046
-7
| -0.1% | -$495 | 0.04% | 334 |
|
|
2025
Q4 | $812K | Sell |
12,053
-503
| -4% | -$35.3K | 0.04% | 326 |
|
|
2025
Q3 | $893K | Buy |
12,556
+129
| +1% | +$8.46K | 0.04% | 330 |
|
|
2025
Q2 | $791K | Buy |
12,427
+88
| +0.7% | +$5.42K | 0.04% | 351 |
|
|
2025
Q1 | $766K | Buy |
12,339
+450
| +4% | +$26.8K | 0.05% | 327 |
|
|
2024
Q4 | $683K | Sell |
11,889
-150
| -1% | -$9.35K | 0.04% | 345 |
|
|
2024
Q3 | $819K | Buy |
12,039
+267
| +2% | +$17.3K | 0.05% | 314 |
|
|
2024
Q2 | $668K | Sell |
11,772
-772
| -6% | -$45.8K | 0.04% | 332 |
|
|
2024
Q1 | $750K | Buy |
12,544
+425
| +4% | +$24.4K | 0.05% | 328 |
|
|
2023
Q4 | $748K | Buy |
12,119
+92
| +0.8% | +$5.3K | 0.05% | 310 |
|
|
2023
Q3 | $699K | Buy |
12,027
+1,202
| +11% | +$80.1K | 0.05% | 304 |
|
|
2023
Q2 | $768K | Buy |
10,825
+1,289
| +14% | +$96K | 0.06% | 286 |
|
|
2023
Q1 | $746K | Buy |
9,536
+504
| +6% | +$39.8K | 0.07% | 272 |
|
|
2022
Q4 | $757K | Buy |
9,032
+725
| +9% | +$57.5K | 0.08% | 256 |
|
|
2022
Q3 | $648K | Buy |
8,307
+1,373
| +20% | +$121K | 0.08% | 254 |
|
|
2022
Q2 | $586K | Buy |
6,934
+375
| +6% | +$33.3K | 0.07% | 247 |
|
|
2022
Q1 | $578K | Buy |
6,559
+739
| +13% | +$63.2K | 0.06% | 277 |
|
|
2021
Q4 | $530K | Buy |
5,820
+1,589
| +38% | +$137K | 0.06% | 281 |
|
|
2021
Q3 | $346K | Buy |
4,231
+246
| +6% | +$21.4K | 0.05% | 324 |
|
|
2021
Q2 | $320K | Buy |
3,985
+634
| +19% | +$53.4K | 0.05% | 322 |
|
|
2021
Q1 | $290K | Hold |
3,351
| – | – | 0.05% | 273 |
|
|
2020
Q4 | $290K | Buy |
3,351
+603
| +22% | +$53.7K | 0.05% | 273 |
|
|
2020
Q3 | $230K | Buy |
+2,748
| New | +$235K | 0.05% | 259 |
|
|
2017
Q1 | – | Sell |
-139
| Closed | -$8K | – | 243 |
|
|
2016
Q4 | $8K | Buy |
+139
| New | +$7.43K | 0.01% | 423 |
|
Other funds holding ES
VCM
VPM
MAM
