Ken Fisher’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 | $593K | Buy |
9,324
+3,202
| +52% | +$204K | ﹤0.01% | 763 |
|
|
2025
Q1 | $380K | Buy |
6,122
+312
| +5% | +$19.4K | ﹤0.01% | 847 |
|
|
2024
Q4 | $334K | Sell |
5,810
-6,496
| -53% | -$373K | ﹤0.01% | 848 |
|
|
2024
Q3 | $837K | Buy |
12,306
+232
| +2% | +$15.8K | ﹤0.01% | 683 |
|
|
2024
Q2 | $685K | Sell |
12,074
-5
| -0% | -$284 | ﹤0.01% | 733 |
|
|
2024
Q1 | $722K | Sell |
12,079
-11,314
| -48% | -$676K | ﹤0.01% | 719 |
|
|
2023
Q4 | $1.44M | Sell |
23,393
-36,586
| -61% | -$2.26M | ﹤0.01% | 645 |
|
|
2023
Q3 | $3.49M | Sell |
59,979
-8,187
| -12% | -$476K | ﹤0.01% | 561 |
|
|
2023
Q2 | $4.83M | Sell |
68,166
-4,327
| -6% | -$307K | ﹤0.01% | 548 |
|
|
2023
Q1 | $5.67M | Sell |
72,493
-17,686
| -20% | -$1.38M | ﹤0.01% | 524 |
|
|
2022
Q4 | $7.56M | Buy |
90,179
+431
| +0.5% | +$36.1K | 0.01% | 487 |
|
|
2022
Q3 | $7M | Buy |
89,748
+9,550
| +12% | +$745K | 0.01% | 435 |
|
|
2022
Q2 | $6.77M | Sell |
80,198
-18,318
| -19% | -$1.55M | ﹤0.01% | 390 |
|
|
2022
Q1 | $8.69M | Buy |
98,516
+5,265
| +6% | +$464K | 0.01% | 388 |
|
|
2021
Q4 | $8.48M | Buy |
93,251
+82,502
| +768% | +$7.51M | ﹤0.01% | 404 |
|
|
2021
Q3 | $879K | Buy |
10,749
+287
| +3% | +$23.5K | ﹤0.01% | 639 |
|
|
2021
Q2 | $840K | Buy |
10,462
+88
| +0.8% | +$7.07K | ﹤0.01% | 642 |
|
|
2021
Q1 | $898K | Sell |
10,374
-742
| -7% | -$64.2K | ﹤0.01% | 631 |
|
|
2020
Q4 | $962K | Buy |
11,116
+2,259
| +26% | +$195K | ﹤0.01% | 600 |
|
|
2020
Q3 | $740K | Sell |
8,857
-2,164
| -20% | -$181K | ﹤0.01% | 598 |
|
|
2020
Q2 | $918K | Buy |
+11,021
| New | +$918K | ﹤0.01% | 573 |
|
|
2019
Q3 | – | Sell |
-4,045
| Closed | -$306K | – | 839 |
|
|
2019
Q2 | $306K | Buy |
+4,045
| New | +$306K | ﹤0.01% | 730 |
|