Evergreen Capital Management’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 | $584K | Sell |
9,178
-989
| -10% | -$62.9K | 0.02% | 495 |
|
|
2025
Q1 | $631K | Buy |
10,167
+2,279
| +29% | +$142K | 0.02% | 432 |
|
|
2024
Q4 | $453K | Buy |
7,888
+594
| +8% | +$34.1K | 0.01% | 545 |
|
|
2024
Q3 | $496K | Buy |
7,294
+638
| +10% | +$43.4K | 0.02% | 501 |
|
|
2024
Q2 | $377K | Sell |
6,656
-376
| -5% | -$21.3K | 0.01% | 565 |
|
|
2024
Q1 | $420K | Sell |
7,032
-2,001
| -22% | -$120K | 0.02% | 492 |
|
|
2023
Q4 | $558K | Buy |
9,033
+4,646
| +106% | +$287K | 0.02% | 398 |
|
|
2023
Q3 | $255K | Buy |
+4,387
| New | +$255K | 0.01% | 619 |
|