Frank Rimerman 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 | $228K | Sell |
3,580
-1,389
| -28% | -$88.4K | 0.02% | 516 |
|
|
2025
Q1 | $309K | Buy |
4,969
+1,019
| +26% | +$63.3K | 0.02% | 404 |
|
|
2024
Q4 | $227K | Buy |
3,950
+3
| +0.1% | +$172 | 0.02% | 473 |
|
|
2024
Q3 | $269K | Sell |
3,947
-39,320
| -91% | -$2.68M | 0.02% | 449 |
|
|
2024
Q2 | $2.45M | Buy |
+43,267
| New | +$2.45M | 0.17% | 98 |
|