Fulcrum Asset Management’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 | $1.08M | Buy |
+16,957
| New | +$1.08M | 0.83% | 36 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 79 |
|
|
2022
Q1 | – | Hold |
0
| – | -$547K | – | 94 |
|
|
2021
Q4 | – | Hold |
0
| – | -$547K | – | 117 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 118 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1.07M | – | 175 |
|
|
2021
Q1 | – | Hold |
0
| – | -$5.11M | – | 38 |
|
|
2020
Q4 | – | Hold |
0
| – | -$2.43M | – | 8 |
|
|
2020
Q3 | – | Sell |
-57,805
| Closed | -$5.11M | – | 16 |
|
|
2020
Q2 | $5.11M | Buy |
+57,805
| New | +$5.11M | 1.71% | 8 |
|