HB Wealth Management’s Eversource Energy ES Stock Holding History

HB Wealth Management’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.27M	Buy
2025 Q2	$930K	Buy
2025 Q1	$771K	Buy
2024 Q4	$651K	Sell
2024 Q3	$900K	Buy
2024 Q2	$630K	Buy
2024 Q1	$619K	Buy
2023 Q4	$372K	Buy
2023 Q3	$253K	Buy