EP Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $935K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $220K | Buy |
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