Empirical Wealth Management’s Eversource Energy ES Stock Holding History

Empirical Wealth Management’s Portfolio ES Stock Details ES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$622K	Buy
2022 Q2	–	Sell
2022 Q1	$282K	Buy
2021 Q4	$282K	Buy
2020 Q2	–	Sell
2020 Q1	$219K	Buy
2019 Q4	$206K	Buy