KCM Investment Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Buy |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $953K | Buy |
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|
2019
Q4 | $851K | Buy |
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|
2019
Q3 | $622K | Buy |
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|
2019
Q2 | $392K | Buy |
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|
2019
Q1 | $332K | Hold |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $287K | Hold |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $359K | Sell |
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|
2017
Q4 | $393K | Hold |
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|
2017
Q3 | $376K | Buy |
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|
2017
Q2 | $370K | Sell |
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|
2017
Q1 | $364K | Sell |
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|
2016
Q4 | $348K | Sell |
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|
2016
Q3 | $354K | Buy |
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|
2016
Q2 | $363K | Hold |
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|
2016
Q1 | $353K | Buy |
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|
2015
Q4 | $307K | Sell |
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|
2015
Q3 | $323K | Buy |
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|
2015
Q2 | $277K | Sell |
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|
2015
Q1 | $311K | Hold |
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|
2014
Q4 | $329K | Buy |
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|
2014
Q3 | $270K | Sell |
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|
2014
Q2 | $298K | Sell |
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|
2014
Q1 | $325K | Sell |
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|
2013
Q4 | $331K | Buy |
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|
2013
Q3 | $286K | Hold |
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|
2013
Q2 | $291K | Buy |
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