Grimes & Company’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 | $512K | Buy |
8,044
+238
| +3% | +$15.1K | 0.01% | 265 |
|
|
2025
Q1 | $485K | Buy |
7,806
+54
| +0.7% | +$3.35K | 0.02% | 244 |
|
|
2024
Q4 | $445K | Sell |
7,752
-125
| -2% | -$7.18K | 0.01% | 262 |
|
|
2024
Q3 | $536K | Sell |
7,877
-218
| -3% | -$14.8K | 0.01% | 229 |
|
|
2024
Q2 | $459K | Buy |
8,095
+105
| +1% | +$5.96K | 0.01% | 228 |
|
|
2024
Q1 | $478K | Sell |
7,990
-365
| -4% | -$21.8K | 0.01% | 229 |
|
|
2023
Q4 | $516K | Buy |
8,355
+124
| +2% | +$7.65K | 0.02% | 220 |
|
|
2023
Q3 | $479K | Buy |
8,231
+1,141
| +16% | +$66.4K | 0.02% | 211 |
|
|
2023
Q2 | $503K | Sell |
7,090
-3,164
| -31% | -$224K | 0.02% | 207 |
|
|
2023
Q1 | $802K | Buy |
10,254
+14
| +0.1% | +$1.1K | 0.03% | 169 |
|
|
2022
Q4 | $859K | Sell |
10,240
-591
| -5% | -$49.5K | 0.04% | 167 |
|
|
2022
Q3 | $844K | Buy |
10,831
+21
| +0.2% | +$1.64K | 0.04% | 153 |
|
|
2022
Q2 | $913K | Sell |
10,810
-1,597
| -13% | -$135K | 0.05% | 151 |
|
|
2022
Q1 | $1.09M | Sell |
12,407
-44
| -0.4% | -$3.88K | 0.06% | 152 |
|
|
2021
Q4 | $1.13M | Sell |
12,451
-2,986
| -19% | -$272K | 0.05% | 150 |
|
|
2021
Q3 | $1.26M | Sell |
15,437
-434
| -3% | -$35.5K | 0.05% | 141 |
|
|
2021
Q2 | $1.27M | Sell |
15,871
-1,144
| -7% | -$91.8K | 0.06% | 139 |
|
|
2021
Q1 | $1.47M | Sell |
17,015
-129
| -0.8% | -$11.2K | 0.07% | 122 |
|
|
2020
Q4 | $1.48M | Sell |
17,144
-433
| -2% | -$37.5K | 0.08% | 120 |
|
|
2020
Q3 | $1.47M | Buy |
17,577
+135
| +0.8% | +$11.3K | 0.09% | 111 |
|
|
2020
Q2 | $1.45M | Sell |
17,442
-2,907
| -14% | -$242K | 0.1% | 107 |
|
|
2020
Q1 | $1.59M | Buy |
20,349
+12,187
| +149% | +$953K | 0.15% | 96 |
|
|
2019
Q4 | $694K | Buy |
8,162
+395
| +5% | +$33.6K | 0.05% | 159 |
|
|
2019
Q3 | $664K | Buy |
7,767
+3
| +0% | +$256 | 0.05% | 158 |
|
|
2019
Q2 | $588K | Sell |
7,764
-20
| -0.3% | -$1.52K | 0.04% | 158 |
|
|
2019
Q1 | $552K | Buy |
7,784
+26
| +0.3% | +$1.84K | 0.04% | 155 |
|
|
2018
Q4 | $505K | Buy |
7,758
+4
| +0.1% | +$260 | 0.05% | 147 |
|
|
2018
Q3 | $476K | Sell |
7,754
-5
| -0.1% | -$307 | 0.04% | 162 |
|
|
2018
Q2 | $455K | Sell |
7,759
-522
| -6% | -$30.6K | 0.04% | 166 |
|
|
2018
Q1 | $488K | Buy |
8,281
+1,008
| +14% | +$59.4K | 0.05% | 159 |
|
|
2017
Q4 | $460K | Buy |
7,273
+3
| +0% | +$190 | 0.04% | 148 |
|
|
2017
Q3 | $439K | Buy |
7,270
+3
| +0% | +$181 | 0.05% | 145 |
|
|
2017
Q2 | $441K | Buy |
7,267
+3
| +0% | +$182 | 0.05% | 143 |
|
|
2017
Q1 | $427K | Buy |
7,264
+3
| +0% | +$176 | 0.05% | 145 |
|
|
2016
Q4 | $401K | Buy |
7,261
+3
| +0% | +$166 | 0.05% | 147 |
|
|
2016
Q3 | $393K | Buy |
7,258
+4
| +0.1% | +$217 | 0.05% | 142 |
|
|
2016
Q2 | $435K | Buy |
7,254
+288
| +4% | +$17.3K | 0.06% | 134 |
|
|
2016
Q1 | $406K | Buy |
6,966
+134
| +2% | +$7.81K | 0.05% | 133 |
|
|
2015
Q4 | $349K | Buy |
6,832
+3
| +0% | +$153 | 0.05% | 145 |
|
|
2015
Q3 | $346K | Buy |
6,829
+3
| +0% | +$152 | 0.04% | 136 |
|
|
2015
Q2 | $310K | Buy |
6,826
+3
| +0% | +$136 | 0.04% | 143 |
|
|
2015
Q1 | $345K | Sell |
6,823
-128
| -2% | -$6.47K | 0.08% | 113 |
|
|
2014
Q4 | $372K | Buy |
6,951
+7
| +0.1% | +$375 | 0.1% | 111 |
|
|
2014
Q3 | $308K | Sell |
6,944
-39
| -0.6% | -$1.73K | 0.08% | 116 |
|
|
2014
Q2 | $330K | Buy |
6,983
+144
| +2% | +$6.81K | 0.09% | 118 |
|
|
2014
Q1 | $311K | Sell |
6,839
-99
| -1% | -$4.5K | 0.09% | 112 |
|
|
2013
Q4 | $294K | Buy |
6,938
+115
| +2% | +$4.87K | 0.09% | 106 |
|
|
2013
Q3 | $281K | Buy |
6,823
+8
| +0.1% | +$329 | 0.1% | 103 |
|
|
2013
Q2 | $286K | Buy |
+6,815
| New | +$286K | 0.1% | 98 |
|