Glenview Trust’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $516K | Sell |
7,441
-679
| -8% | -$48K | 0.01% | 357 |
|
|
2025
Q4 | $547K | Buy |
8,120
+481
| +6% | +$33.8K | 0.01% | 356 |
|
|
2025
Q3 | $543K | Sell |
7,639
-949
| -11% | -$62.2K | 0.01% | 363 |
|
|
2025
Q2 | $546K | Buy |
8,588
+11
| +0.1% | +$678 | 0.01% | 363 |
|
|
2025
Q1 | $533K | Buy |
8,577
+718
| +9% | +$42.8K | 0.01% | 351 |
|
|
2024
Q4 | $451K | Buy |
7,859
+2,567
| +49% | +$160K | 0.01% | 367 |
|
|
2024
Q3 | $360K | Buy |
5,292
+45
| +0.9% | +$2.91K | 0.01% | 392 |
|
|
2024
Q2 | $298K | Sell |
5,247
-58
| -1% | -$3.44K | 0.01% | 401 |
|
|
2024
Q1 | $317K | Buy |
5,305
+1,268
| +31% | +$72.9K | 0.01% | 390 |
|
|
2023
Q4 | $249K | Buy |
+4,037
| New | +$233K | 0.01% | 425 |
|
|
2023
Q3 | – | Sell |
-3,327
| Closed | -$236K | – | 453 |
|
|
2023
Q2 | $236K | Hold |
3,327
| – | – | 0.01% | 424 |
|
|
2023
Q1 | $260K | Hold |
3,327
| – | – | 0.01% | 392 |
|
|
2022
Q4 | $279K | Buy |
3,327
+12
| +0.4% | +$952 | 0.01% | 378 |
|
|
2022
Q3 | $258K | Hold |
3,315
| – | – | 0.01% | 364 |
|
|
2022
Q2 | $280K | Buy |
3,315
+10
| +0.3% | +$888 | 0.01% | 357 |
|
|
2022
Q1 | $291K | Hold |
3,305
| – | – | 0.01% | 367 |
|
|
2021
Q4 | $301K | Hold |
3,305
| – | – | 0.01% | 363 |
|
|
2021
Q3 | $270K | Hold |
3,305
| – | – | 0.01% | 354 |
|
|
2021
Q2 | $265K | Hold |
3,305
| – | – | 0.01% | 365 |
|
|
2021
Q1 | $286K | Sell |
3,305
-943
| -22% | -$80K | 0.01% | 344 |
|
|
2020
Q4 | $367K | Sell |
4,248
-1,700
| -29% | -$151K | 0.02% | 271 |
|
|
2020
Q3 | $497K | Hold |
5,948
| – | – | 0.03% | 231 |
|
|
2020
Q2 | $495K | Hold |
5,948
| – | – | 0.03% | 228 |
|
|
2020
Q1 | $465K | Hold |
5,948
| – | – | 0.03% | 215 |
|
|
2019
Q4 | $506K | Sell |
5,948
-228
| -4% | -$19K | 0.03% | 233 |
|
|
2019
Q3 | $528K | Sell |
6,176
-872
| -12% | -$69.3K | 0.03% | 232 |
|
|
2019
Q2 | $534K | Sell |
7,048
-139
| -2% | -$10.2K | 0.03% | 226 |
|
|
2019
Q1 | $510K | Sell |
7,187
-1,500
| -17% | -$103K | 0.03% | 231 |
|
|
2018
Q4 | $565K | Buy |
8,687
+1,500
| +21% | +$97.7K | 0.04% | 216 |
|
|
2018
Q3 | $442K | Hold |
7,187
| – | – | 0.03% | 246 |
|
|
2018
Q2 | $421K | Sell |
7,187
-2,378
| -25% | -$137K | 0.03% | 226 |
|
|
2018
Q1 | $564K | Hold |
9,565
| – | – | 0.04% | 219 |
|
|
2017
Q4 | $604K | Hold |
9,565
| – | – | 0.04% | 227 |
|
|
2017
Q3 | $578K | Sell |
9,565
-62
| -0.6% | -$3.83K | 0.04% | 216 |
|
|
2017
Q2 | $584K | Hold |
9,627
| – | – | 0.05% | 209 |
|
|
2017
Q1 | $566K | Sell |
9,627
-850
| -8% | -$48.3K | 0.04% | 208 |
|
|
2016
Q4 | $579K | Buy |
+10,477
| New | +$560K | 0.05% | 201 |
|
Other funds holding ES
VCM
VPM
MAM
