Jackson Grant Investment Advisers’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 | $55.6K | Hold |
874
| – | – | 0.02% | 175 |
|
2025
Q1 | $54.3K | Hold |
874
| – | – | 0.02% | 171 |
|
2024
Q4 | $50.2K | Hold |
874
| – | – | 0.02% | 180 |
|
2024
Q3 | $59.5K | Hold |
874
| – | – | 0.02% | 170 |
|
2024
Q2 | $49.6K | Hold |
874
| – | – | 0.02% | 180 |
|
2024
Q1 | $52.3K | Hold |
874
| – | – | 0.02% | 172 |
|
2023
Q4 | $54K | Hold |
874
| – | – | 0.02% | 168 |
|
2023
Q3 | $50.8K | Hold |
874
| – | – | 0.02% | 164 |
|
2023
Q2 | $62K | Hold |
874
| – | – | 0.03% | 157 |
|
2023
Q1 | $68.4K | Hold |
874
| – | – | 0.03% | 165 |
|
2022
Q4 | $73.3K | Hold |
874
| – | – | 0.04% | 152 |
|
2022
Q3 | $68K | Hold |
874
| – | – | 0.04% | 150 |
|
2022
Q2 | $74K | Hold |
874
| – | – | 0.04% | 150 |
|
2022
Q1 | $77K | Hold |
874
| – | – | 0.03% | 165 |
|
2021
Q4 | $80K | Hold |
874
| – | – | 0.04% | 135 |
|
2021
Q3 | $71K | Hold |
874
| – | – | 0.03% | 176 |
|
2021
Q2 | $70K | Hold |
874
| – | – | 0.03% | 173 |
|
2021
Q1 | $76K | Hold |
874
| – | – | 0.04% | 163 |
|
2020
Q4 | $76K | Hold |
874
| – | – | 0.04% | 152 |
|
2020
Q3 | $73K | Hold |
874
| – | – | 0.04% | 126 |
|
2020
Q2 | $73K | Hold |
874
| – | – | 0.05% | 125 |
|
2020
Q1 | $68K | Hold |
874
| – | – | 0.05% | 125 |
|
2019
Q4 | $74K | Buy |
874
+5
| +0.6% | +$423 | 0.04% | 133 |
|
2019
Q3 | $74K | Buy |
869
+6
| +0.7% | +$511 | 0.04% | 133 |
|
2019
Q2 | $65K | Buy |
863
+6
| +0.7% | +$452 | 0.04% | 136 |
|
2019
Q1 | $61K | Buy |
857
+6
| +0.7% | +$427 | 0.04% | 135 |
|
2018
Q4 | $55K | Buy |
851
+6
| +0.7% | +$388 | 0.04% | 139 |
|
2018
Q3 | $52K | Buy |
845
+7
| +0.8% | +$431 | 0.03% | 144 |
|
2018
Q2 | $49K | Buy |
838
+15
| +2% | +$877 | 0.03% | 149 |
|
2018
Q1 | $49K | Hold |
823
| – | – | 0.03% | 147 |
|
2017
Q4 | $52K | Buy |
823
+6
| +0.7% | +$379 | 0.04% | 141 |
|
2017
Q3 | $49K | Buy |
+817
| New | +$49K | 0.04% | 143 |
|