HB Wealth 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 | $930K | Buy |
14,610
+2,194
| +18% | +$140K | 0.01% | 537 |
|
|
2025
Q1 | $771K | Buy |
12,416
+1,079
| +10% | +$67K | 0.01% | 605 |
|
|
2024
Q4 | $651K | Sell |
11,337
-1,894
| -14% | -$109K | 0.01% | 531 |
|
|
2024
Q3 | $900K | Buy |
13,231
+2,130
| +19% | +$145K | 0.01% | 415 |
|
|
2024
Q2 | $630K | Buy |
11,101
+746
| +7% | +$42.3K | 0.01% | 468 |
|
|
2024
Q1 | $619K | Buy |
10,355
+4,328
| +72% | +$259K | 0.01% | 440 |
|
|
2023
Q4 | $372K | Buy |
6,027
+1,682
| +39% | +$104K | 0.01% | 531 |
|
|
2023
Q3 | $253K | Buy |
+4,345
| New | +$253K | ﹤0.01% | 619 |
|