Global Retirement Partners’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
Q4 | $974K | Buy |
14,460
+6,707
| +87% | +$471K | 0.02% | 680 |
|
|
2025
Q3 | $552K | Buy |
7,753
+252
| +3% | +$16.5K | 0.01% | 738 |
|
|
2025
Q2 | $477K | Buy |
+7,501
| New | +$462K | 0.01% | 736 |
|
|
2024
Q4 | $152K | Buy |
2,639
+111
| +4% | +$6.92K | ﹤0.01% | 1074 |
|
|
2024
Q3 | $172K | Sell |
2,528
-388
| -13% | -$25.1K | 0.01% | 977 |
|
|
2024
Q2 | $165K | Buy |
2,916
+232
| +9% | +$13.8K | 0.01% | 966 |
|
|
2024
Q1 | $160K | Sell |
2,684
-108
| -4% | -$6.21K | 0.01% | 877 |
|
|
2023
Q4 | $157K | Sell |
2,792
-733
| -21% | -$42.3K | 0.01% | 850 |
|
|
2023
Q3 | $198K | Buy |
3,525
+372
| +12% | +$24.8K | 0.01% | 667 |
|
|
2023
Q2 | $224K | Sell |
3,153
-866
| -22% | -$64.5K | 0.01% | 649 |
|
|
2023
Q1 | $308K | Buy |
4,019
+172
| +4% | +$13.6K | 0.02% | 546 |
|
|
2022
Q4 | $323K | Buy |
3,847
+1,145
| +42% | +$90.8K | 0.02% | 463 |
|
|
2022
Q3 | $206K | Buy |
2,702
+463
| +21% | +$40.8K | 0.02% | 555 |
|
|
2022
Q2 | $189K | Buy |
2,239
+17
| +0.8% | +$1.51K | 0.02% | 560 |
|
|
2022
Q1 | $206K | Buy |
2,222
+416
| +23% | +$35.6K | 0.02% | 546 |
|
|
2021
Q4 | $164K | Buy |
1,806
+11
| +0.6% | +$946 | 0.13% | 53 |
|
|
2021
Q3 | $147K | Buy |
1,795
+1,371
| +323% | +$119K | 0.01% | 544 |
|
|
2021
Q2 | $34K | Buy |
424
+6
| +1% | +$505 | ﹤0.01% | 1005 |
|
|
2021
Q1 | $36K | Sell |
418
-43
| -9% | -$3.65K | ﹤0.01% | 902 |
|
|
2020
Q4 | $40K | Buy |
461
+48
| +12% | +$4.27K | 0.01% | 804 |
|
|
2020
Q3 | $35K | Buy |
413
+2
| +0.5% | +$171 | 0.01% | 729 |
|
|
2020
Q2 | $34K | Buy |
411
+2
| +0.5% | +$166 | 0.01% | 739 |
|
|
2020
Q1 | $32K | Buy |
409
+3
| +0.7% | +$263 | 0.01% | 675 |
|
|
2019
Q4 | $35K | Buy |
406
+2
| +0.5% | +$166 | 0.01% | 740 |
|
|
2019
Q3 | $35K | Buy |
404
+2
| +0.5% | +$159 | 0.01% | 713 |
|
|
2019
Q2 | $30K | Buy |
402
+337
| +518% | +$24.7K | 0.01% | 751 |
|
|
2019
Q1 | $5K | Sell |
65
-224
| -78% | -$15.4K | ﹤0.01% | 1232 |
|
|
2018
Q4 | $19K | Hold |
289
| – | – | ﹤0.01% | 756 |
|
|
2018
Q3 | $18K | Hold |
289
| – | – | ﹤0.01% | 852 |
|
|
2018
Q2 | $17K | Hold |
289
| – | – | ﹤0.01% | 845 |
|
|
2018
Q1 | $17K | Sell |
289
-335
| -54% | -$19.8K | ﹤0.01% | 802 |
|
|
2017
Q4 | $39K | Hold |
624
| – | – | 0.01% | 560 |
|
|
2017
Q3 | $38K | Sell |
624
-200
| -24% | -$12.3K | 0.02% | 491 |
|
|
2017
Q2 | $50K | Hold |
824
| – | – | 0.02% | 407 |
|
|
2017
Q1 | $48K | Buy |
824
+200
| +32% | +$11.4K | 0.03% | 388 |
|
|
2016
Q4 | $34K | Buy |
+624
| New | +$33.3K | 0.02% | 408 |
|
Other funds holding ES
MAM
