Kestra Advisory Services’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 | $1.23M | Buy |
19,288
+487
| +3% | +$31K | 0.01% | 1353 |
|
2025
Q1 | $1.17M | Sell |
18,801
-97
| -0.5% | -$6.03K | 0.01% | 1302 |
|
2024
Q4 | $1.09M | Buy |
18,898
+1,497
| +9% | +$86K | 0.01% | 1370 |
|
2024
Q3 | $1.18M | Sell |
17,401
-1,573
| -8% | -$107K | 0.01% | 1227 |
|
2024
Q2 | $1.08M | Buy |
18,974
+3,232
| +21% | +$183K | 0.01% | 1269 |
|
2024
Q1 | $941K | Buy |
15,742
+878
| +6% | +$52.5K | 0.01% | 1280 |
|
2023
Q4 | $917K | Buy |
14,864
+623
| +4% | +$38.5K | 0.01% | 1168 |
|
2023
Q3 | $828K | Buy |
14,241
+1,909
| +15% | +$111K | 0.01% | 1092 |
|
2023
Q2 | $875K | Sell |
12,332
-1,227
| -9% | -$87K | 0.01% | 1039 |
|
2023
Q1 | $1.06M | Sell |
13,559
-11,154
| -45% | -$873K | 0.01% | 916 |
|
2022
Q4 | $2.07M | Buy |
24,713
+938
| +4% | +$78.6K | 0.02% | 732 |
|
2022
Q3 | $1.85M | Buy |
23,775
+1,598
| +7% | +$125K | 0.02% | 698 |
|
2022
Q2 | $1.87M | Buy |
22,177
+3,455
| +18% | +$292K | 0.02% | 697 |
|
2022
Q1 | $1.65M | Sell |
18,722
-550
| -3% | -$48.5K | 0.02% | 742 |
|
2021
Q4 | $1.75M | Buy |
19,272
+356
| +2% | +$32.4K | 0.02% | 739 |
|
2021
Q3 | $1.55M | Sell |
18,916
-1,506
| -7% | -$123K | 0.02% | 808 |
|
2021
Q2 | $1.64M | Sell |
20,422
-2,055
| -9% | -$165K | 0.02% | 728 |
|
2021
Q1 | $1.95M | Buy |
22,477
+3,768
| +20% | +$326K | 0.02% | 612 |
|
2020
Q4 | $1.6M | Buy |
18,709
+7,535
| +67% | +$643K | 0.02% | 677 |
|
2020
Q3 | $934K | Buy |
+11,174
| New | +$934K | 0.02% | 639 |
|