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Evergreen Capital Management’s Eversource Energy ES Stock Holding History

Evergreen Capital Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$658K Buy
9,495
+682
+8% +$48.2K 0.01% 642
2025
Q4 		$593K Sell
8,813
-284
-3% -$19.9K 0.01% 652
2025
Q3 		$647K Sell
9,097
-81
-0.9% -$5.31K 0.02% 542
2025
Q2 		$584K Sell
9,178
-989
-10% -$60.9K 0.02% 497
2025
Q1 		$631K Buy
10,167
+2,279
+29% +$136K 0.02% 432
2024
Q4 		$453K Buy
7,888
+594
+8% +$37K 0.01% 545
2024
Q3 		$496K Buy
7,294
+638
+10% +$41.2K 0.02% 501
2024
Q2 		$377K Sell
6,656
-376
-5% -$22.3K 0.01% 565
2024
Q1 		$420K Sell
7,032
-2,001
-22% -$115K 0.02% 492
2023
Q4 		$558K Buy
9,033
+4,646
+106% +$268K 0.02% 398
2023
Q3 		$255K Buy
+4,387
New +$292K 0.01% 620

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