John G. Ullman & Associates’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4M	Sell	193,788 -1,012	-0.5%	-$71.5K	1.78%	13
2025 Q4	$13.1M	Buy	194,800 +31,875	+20%	+$2.24M	1.75%	12
2025 Q3	$11.6M	Buy	162,925 +50,223	+45%	+$3.29M	1.56%	15
2025 Q2	$7.17M	Sell	112,702 -300	-0.3%	-$18.5K	1.06%	26
2025 Q1	$7.02M	Buy	113,002 +9,552	+9%	+$570K	1.08%	24
2024 Q4	$5.94M	Buy	103,450 +54,650	+112%	+$3.41M	0.87%	36
2024 Q3	$3.32M	Sell	48,800 -1,275	-3%	-$82.4K	0.48%	68
2024 Q2	$2.84M	Buy	50,075 +20,900	+72%	+$1.24M	0.43%	71
2024 Q1	$1.74M	Sell	29,175 -44,367	-60%	-$2.55M	0.27%	83
2023 Q4	$4.54M	Buy	73,542 +2,482	+3%	+$143K	0.72%	46
2023 Q3	$4.13M	Buy	71,060 +28,638	+68%	+$1.91M	0.68%	46
2023 Q2	$3.01M	Buy	+42,422	New	+$3.16M	0.46%	63