Focus Partners Wealth’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 | $7.46M | Sell |
117,260
-251,738
| -68% | -$16M | 0.02% | 561 |
|
|
2025
Q1 | $22.9M | Sell |
368,998
-69,614
| -16% | -$4.32M | 0.06% | 293 |
|
|
2024
Q4 | $25.2M | Buy |
438,612
+415,222
| +1,775% | +$23.8M | 0.07% | 273 |
|
|
2024
Q3 | $1.67M | Sell |
23,390
-516,647
| -96% | -$36.9M | 0.01% | 811 |
|
|
2024
Q2 | $30.6M | Buy |
540,037
+24,056
| +5% | +$1.36M | 0.1% | 191 |
|
|
2024
Q1 | $30.8M | Buy |
515,981
+511,011
| +10,282% | +$30.5M | 0.25% | 103 |
|
|
2023
Q4 | $307K | Buy |
+4,970
| New | +$307K | ﹤0.01% | 665 |
|