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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $536K | Sell |
7,742
-4
| -0.1% | -$283 | 0.02% | 260 |
|
|
2025
Q4 | $522K | Buy |
7,746
+1,388
| +22% | +$97.5K | 0.02% | 267 |
|
|
2025
Q3 | $452K | Buy |
6,358
+373
| +6% | +$24.5K | 0.01% | 277 |
|
|
2025
Q2 | $381K | Buy |
5,985
+43
| +0.7% | +$2.65K | 0.01% | 290 |
|
|
2025
Q1 | $369K | Sell |
5,942
-50
| -0.8% | -$2.98K | 0.01% | 283 |
|
|
2024
Q4 | $344K | Sell |
5,992
-20
| -0.3% | -$1.25K | 0.01% | 295 |
|
|
2024
Q3 | $409K | Buy |
6,012
+89
| +2% | +$5.75K | 0.01% | 284 |
|
|
2024
Q2 | $336K | Sell |
5,923
-34
| -0.6% | -$2.02K | 0.01% | 301 |
|
|
2024
Q1 | $356K | Sell |
5,957
-24
| -0.4% | -$1.38K | 0.01% | 301 |
|
|
2023
Q4 | $369K | Sell |
5,981
-54
| -0.9% | -$3.11K | 0.01% | 284 |
|
|
2023
Q3 | $351K | Buy |
6,035
+1,200
| +25% | +$80K | 0.02% | 285 |
|
|
2023
Q2 | $343K | Sell |
4,835
-140
| -3% | -$10.4K | 0.01% | 309 |
|
|
2023
Q1 | $389K | Sell |
4,975
-353
| -7% | -$27.9K | 0.02% | 301 |
|
|
2022
Q4 | $447K | Sell |
5,328
-76
| -1% | -$6.03K | 0.02% | 274 |
|
|
2022
Q3 | $421K | Sell |
5,404
-221
| -4% | -$19.5K | 0.02% | 270 |
|
|
2022
Q2 | $475K | Buy |
5,625
+131
| +2% | +$11.6K | 0.02% | 266 |
|
|
2022
Q1 | $485K | Buy |
5,494
+796
| +17% | +$68.1K | 0.02% | 286 |
|
|
2021
Q4 | $427K | Sell |
4,698
-564
| -11% | -$48.5K | 0.01% | 309 |
|
|
2021
Q3 | $430K | Buy |
5,262
+243
| +5% | +$21.1K | 0.02% | 289 |
|
|
2021
Q2 | $403K | Buy |
5,019
+165
| +3% | +$13.9K | 0.02% | 292 |
|
|
2021
Q1 | $420K | Sell |
4,854
-7,857
| -62% | -$667K | 0.02% | 266 |
|
|
2020
Q4 | $1.1M | Buy |
12,711
+114
| +0.9% | +$10.2K | 0.05% | 180 |
|
|
2020
Q3 | $1.05M | Sell |
12,597
-149
| -1% | -$12.8K | 0.06% | 169 |
|
|
2020
Q2 | $1.06M | Buy |
12,746
+560
| +5% | +$46.4K | 0.06% | 171 |
|
|
2020
Q1 | $953K | Buy |
12,186
+2,183
| +22% | +$192K | 0.06% | 164 |
|
|
2019
Q4 | $851K | Buy |
10,003
+2,729
| +38% | +$227K | 0.05% | 195 |
|
|
2019
Q3 | $622K | Buy |
7,274
+2,101
| +41% | +$167K | 0.04% | 209 |
|
|
2019
Q2 | $392K | Buy |
5,173
+499
| +11% | +$36.5K | 0.02% | 252 |
|
|
2019
Q1 | $332K | Hold |
4,674
| – | – | 0.02% | 271 |
|
|
2018
Q4 | $304K | Hold |
4,674
| – | – | 0.02% | 414 |
|
|
2018
Q3 | $287K | Hold |
4,674
| – | – | 0.02% | 442 |
|
|
2018
Q2 | $274K | Sell |
4,674
-1,420
| -23% | -$81.7K | 0.02% | 449 |
|
|
2018
Q1 | $359K | Sell |
6,094
-120
| -2% | -$7.1K | 0.02% | 408 |
|
|
2017
Q4 | $393K | Hold |
6,214
| – | – | 0.02% | 390 |
|
|
2017
Q3 | $376K | Buy |
6,214
+120
| +2% | +$7.4K | 0.02% | 392 |
|
|
2017
Q2 | $370K | Sell |
6,094
-94
| -2% | -$5.71K | 0.02% | 404 |
|
|
2017
Q1 | $364K | Sell |
6,188
-118
| -2% | -$6.71K | 0.02% | 406 |
|
|
2016
Q4 | $348K | Sell |
6,306
-224
| -3% | -$12K | 0.02% | 413 |
|
|
2016
Q3 | $354K | Buy |
6,530
+474
| +8% | +$26.8K | 0.02% | 421 |
|
|
2016
Q2 | $363K | Hold |
6,056
| – | – | 0.03% | 403 |
|
|
2016
Q1 | $353K | Buy |
6,056
+45
| +0.7% | +$2.46K | 0.03% | 394 |
|
|
2015
Q4 | $307K | Sell |
6,011
-375
| -6% | -$19.1K | 0.02% | 406 |
|
|
2015
Q3 | $323K | Buy |
6,386
+283
| +5% | +$13.6K | 0.03% | 396 |
|
|
2015
Q2 | $277K | Sell |
6,103
-52
| -0.8% | -$2.52K | 0.02% | 452 |
|
|
2015
Q1 | $311K | Hold |
6,155
| – | – | 0.02% | 421 |
|
|
2014
Q4 | $329K | Buy |
6,155
+52
| +0.9% | +$2.59K | 0.03% | 402 |
|
|
2014
Q3 | $270K | Sell |
6,103
-200
| -3% | -$9K | 0.02% | 434 |
|
|
2014
Q2 | $298K | Sell |
6,303
-840
| -12% | -$38.5K | 0.03% | 405 |
|
|
2014
Q1 | $325K | Sell |
7,143
-656
| -8% | -$28.6K | 0.03% | 364 |
|
|
2013
Q4 | $331K | Buy |
7,799
+876
| +13% | +$36.8K | 0.04% | 345 |
|
|
2013
Q3 | $286K | Hold |
6,923
| – | – | 0.03% | 365 |
|
|
2013
Q2 | $291K | Buy |
+6,923
| New | +$299K | 0.04% | 361 |
|
Other funds holding ES
VCM
VPM
MAM
