Heritage Financial Services’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 | $600K | Hold |
9,432
| – | – | 0.06% | 60 |
|
|
2025
Q1 | $586K | Hold |
9,432
| – | – | 0.06% | 59 |
|
|
2024
Q4 | $542K | Hold |
9,432
| – | – | 0.07% | 65 |
|
|
2024
Q3 | $642K | Sell |
9,432
-1,329
| -12% | -$90.4K | 0.09% | 51 |
|
|
2024
Q2 | $610K | Sell |
10,761
-746
| -6% | -$42.3K | 0.09% | 52 |
|
|
2024
Q1 | $688K | Buy |
11,507
+1,272
| +12% | +$76K | 0.1% | 48 |
|
|
2023
Q4 | $632K | Sell |
10,235
-250
| -2% | -$15.4K | 0.11% | 51 |
|
|
2023
Q3 | $610K | Hold |
10,485
| – | – | 0.12% | 40 |
|
|
2023
Q2 | $744K | Sell |
10,485
-1,456
| -12% | -$103K | 0.15% | 34 |
|
|
2023
Q1 | $935K | Hold |
11,941
| – | – | 0.2% | 25 |
|
|
2022
Q4 | $1M | Sell |
11,941
-301
| -2% | -$25.2K | 0.25% | 24 |
|
|
2022
Q3 | $954K | Buy |
12,242
+66
| +0.5% | +$5.14K | 0.58% | 18 |
|
|
2022
Q2 | $1.03M | Sell |
12,176
-16
| -0.1% | -$1.35K | 0.57% | 17 |
|
|
2022
Q1 | $1.08M | Buy |
12,192
+142
| +1% | +$12.5K | 0.7% | 20 |
|
|
2021
Q4 | $1.1M | Buy |
+12,050
| New | +$1.1M | 0.86% | 18 |
|