EverSource 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
2026 Q1	$481K	Buy	6,941 +2,340	+51%	+$165K	0.01%	618
2025 Q4	$310K	Sell	4,601 -833	-15%	-$58.5K	0.01%	744
2025 Q3	$387K	Buy	5,434 +2,069	+61%	+$136K	0.02%	604
2025 Q2	$214K	Sell	3,365 -450	-12%	-$27.7K	0.01%	823
2025 Q1	$237K	Buy	3,815 +1,434	+60%	+$85.6K	0.01%	593
2024 Q4	$137K	Buy	2,381 +703	+42%	+$43.8K	0.01%	809
2024 Q3	$114K	Buy	1,678 +699	+71%	+$45.2K	0.01%	752
2024 Q2	$63.6K	Buy	979 +82	+9%	+$4.86K	﹤0.01%	979
2024 Q1	$54.4K	Sell	897 -540	-38%	-$31K	﹤0.01%	948
2023 Q4	$88.7K	Buy	1,437 +865	+151%	+$49.9K	0.01%	683
2023 Q3	$33.2K	Buy	572 +166	+41%	+$11.1K	﹤0.01%	957
2023 Q2	$28.8K	Buy	406 +84	+26%	+$6.25K	﹤0.01%	1019
2023 Q1	$25.2K	Buy	322 +110	+52%	+$8.69K	﹤0.01%	1001
2022 Q4	$17.8K	Sell	212 -67	-24%	-$5.31K	﹤0.01%	1100
2022 Q3	$22K	Buy	279 +103	+59%	+$9.08K	0.01%	869
2022 Q2	$15K	Sell	176 -182	-51%	-$16.2K	﹤0.01%	909
2022 Q1	$32K	Sell	358 -7	-2%	-$599	0.01%	555
2021 Q4	$34K	Buy	+365	New	+$31.4K	0.01%	496