JGUA
John G. Ullman & Associates’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Sell |
112,702
-300
| -0.3% | -$19.1K | 1.06% | 26 |
|
|
2025
Q1 | $7.02M | Buy |
113,002
+9,552
| +9% | +$593K | 1.08% | 24 |
|
|
2024
Q4 | $5.94M | Buy |
103,450
+54,650
| +112% | +$3.14M | 0.87% | 36 |
|
|
2024
Q3 | $3.32M | Sell |
48,800
-1,275
| -3% | -$86.8K | 0.48% | 68 |
|
|
2024
Q2 | $2.84M | Buy |
50,075
+20,900
| +72% | +$1.19M | 0.43% | 71 |
|
|
2024
Q1 | $1.74M | Sell |
29,175
-44,367
| -60% | -$2.65M | 0.27% | 83 |
|
|
2023
Q4 | $4.54M | Buy |
73,542
+2,482
| +3% | +$153K | 0.72% | 46 |
|
|
2023
Q3 | $4.13M | Buy |
71,060
+28,638
| +68% | +$1.67M | 0.68% | 46 |
|
|
2023
Q2 | $3.01M | Buy |
+42,422
| New | +$3.01M | 0.46% | 63 |
|