Janney Montgomery Scott’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 | $14.3M | Sell |
225,363
-3,190
| -1% | -$203K | 0.04% | 430 |
|
2025
Q1 | $14.2M | Buy |
228,553
+127,752
| +127% | +$7.93M | 0.04% | 422 |
|
2024
Q4 | $5.79M | Buy |
100,801
+6,714
| +7% | +$386K | 0.02% | 724 |
|
2024
Q3 | $6.4M | Sell |
94,087
-6,237
| -6% | -$424K | 0.02% | 685 |
|
2024
Q2 | $5.69M | Sell |
100,324
-19,844
| -17% | -$1.13M | 0.02% | 681 |
|
2024
Q1 | $7.18M | Buy |
120,168
+15,340
| +15% | +$917K | 0.02% | 625 |
|
2023
Q4 | $6.47M | Buy |
104,828
+7,953
| +8% | +$491K | 0.02% | 643 |
|
2023
Q3 | $5.63M | Buy |
96,875
+6,062
| +7% | +$353K | 0.02% | 629 |
|
2023
Q2 | $6.44M | Buy |
90,813
+15,334
| +20% | +$1.09M | 0.02% | 609 |
|
2023
Q1 | $5.91M | Sell |
75,479
-383
| -0.5% | -$30K | 0.02% | 587 |
|
2022
Q4 | $6.36M | Buy |
75,862
+6,042
| +9% | +$507K | 0.02% | 578 |
|
2022
Q3 | $5.44M | Buy |
69,820
+472
| +0.7% | +$36.8K | 0.02% | 590 |
|
2022
Q2 | $5.8M | Buy |
69,348
+9,345
| +16% | +$781K | 0.03% | 549 |
|
2022
Q1 | $5.29M | Sell |
60,003
-13,029
| -18% | -$1.15M | 0.02% | 584 |
|
2021
Q4 | $6.65M | Sell |
73,032
-541
| -0.7% | -$49.2K | 0.03% | 533 |
|
2021
Q3 | $6.02M | Buy |
73,573
+4,035
| +6% | +$330K | 0.03% | 540 |
|
2021
Q2 | $5.58M | Buy |
69,538
+4,138
| +6% | +$332K | 0.02% | 550 |
|
2021
Q1 | $5.66M | Buy |
65,400
+3,166
| +5% | +$274K | 0.03% | 517 |
|
2020
Q4 | $5.38M | Sell |
62,234
-710
| -1% | -$61.4K | 0.03% | 519 |
|
2020
Q3 | $5.26M | Buy |
62,944
+840
| +1% | +$70.2K | 0.03% | 471 |
|
2020
Q2 | $5.17M | Sell |
62,104
-3,569
| -5% | -$297K | 0.03% | 441 |
|
2020
Q1 | $5.14M | Sell |
65,673
-1,476
| -2% | -$115K | 0.04% | 386 |
|
2019
Q4 | $5.71M | Buy |
67,149
+7,609
| +13% | +$647K | 0.04% | 417 |
|
2019
Q3 | $5.09M | Buy |
59,540
+4,390
| +8% | +$375K | 0.04% | 431 |
|
2019
Q2 | $4.18M | Buy |
55,150
+3,220
| +6% | +$244K | 0.03% | 476 |
|
2019
Q1 | $3.68M | Buy |
51,930
+4,850
| +10% | +$344K | 0.03% | 495 |
|
2018
Q4 | $3.06M | Buy |
47,080
+2,473
| +6% | +$161K | 0.03% | 500 |
|
2018
Q3 | $2.74M | Buy |
44,607
+851
| +2% | +$52.3K | 0.02% | 597 |
|
2018
Q2 | $2.57M | Buy |
43,756
+1,476
| +3% | +$86.5K | 0.02% | 581 |
|
2018
Q1 | $2.49M | Buy |
42,280
+738
| +2% | +$43.5K | 0.03% | 574 |
|
2017
Q4 | $2.63M | Buy |
41,542
+5,590
| +16% | +$353K | 0.03% | 555 |
|
2017
Q3 | $2.17M | Sell |
35,952
-3,723
| -9% | -$225K | 0.02% | 578 |
|
2017
Q2 | $2.41M | Sell |
39,675
-21,593
| -35% | -$1.31M | 0.03% | 506 |
|
2017
Q1 | $3.6M | Buy |
61,268
+4,090
| +7% | +$240K | 0.05% | 374 |
|
2016
Q4 | $3.16M | Buy |
57,178
+3,463
| +6% | +$191K | 0.05% | 374 |
|
2016
Q3 | $2.91M | Buy |
+53,715
| New | +$2.91M | 0.05% | 348 |
|
2016
Q2 | – | Sell |
-43,055
| Closed | -$2.51M | – | 817 |
|
2016
Q1 | $2.51M | Buy |
43,055
+10,139
| +31% | +$592K | 0.07% | 279 |
|
2015
Q4 | $1.68M | Buy |
32,916
+9,066
| +38% | +$463K | 0.04% | 390 |
|
2015
Q3 | $1.21M | Buy |
23,850
+643
| +3% | +$32.5K | 0.03% | 470 |
|
2015
Q2 | $1.05M | Sell |
23,207
-1,294
| -5% | -$58.8K | 0.02% | 766 |
|
2015
Q1 | $1.24M | Buy |
24,501
+1,648
| +7% | +$83.3K | 0.02% | 776 |
|
2014
Q4 | $1.22M | Sell |
22,853
-1,136
| -5% | -$60.8K | 0.02% | 768 |
|
2014
Q3 | $1.06M | Buy |
23,989
+1,472
| +7% | +$65.2K | 0.02% | 813 |
|
2014
Q2 | $1.06M | Sell |
22,517
-380
| -2% | -$18K | 0.02% | 793 |
|
2014
Q1 | $1.04M | Sell |
22,897
-2,328
| -9% | -$106K | 0.03% | 738 |
|
2013
Q4 | $1.07M | Buy |
25,225
+2,997
| +13% | +$127K | 0.03% | 688 |
|
2013
Q3 | $917K | Buy |
22,228
+9,484
| +74% | +$391K | 0.03% | 686 |
|
2013
Q2 | $536K | Buy |
+12,744
| New | +$536K | 0.06% | 386 |
|