Fortis Group Advisors’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 | $257K | Hold |
3,891
| – | – | 0.05% | 193 |
|
|
2025
Q1 | $242K | Hold |
3,891
| – | – | 0.05% | 176 |
|
|
2024
Q4 | $223K | Hold |
3,891
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $265K | Hold |
3,891
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $221K | Hold |
3,891
| – | – | 0.04% | 170 |
|
|
2024
Q1 | $233K | Hold |
3,891
| – | – | 0.04% | 183 |
|
|
2023
Q4 | $305K | Hold |
3,891
| – | – | 0.08% | 99 |
|
|
2023
Q3 | $305K | Hold |
3,891
| – | – | 0.09% | 93 |
|
|
2023
Q2 | $276K | Hold |
3,891
| – | – | 0.07% | 113 |
|
|
2023
Q1 | $302K | Buy |
+3,891
| New | +$302K | 0.09% | 93 |
|
|
2020
Q3 | $325K | Buy |
+3,891
| New | +$325K | 0.06% | 133 |
|