Fulcrum Asset Management’s Eversource Energy ES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.93M Buy
2025
Q2
$4.05M Buy
2025
Q1
Hold
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Sell
2020
Q2
$5.11M Buy