Kestra Private Wealth 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 | $3.91M | Buy |
61,507
+4,465
| +8% | +$284K | 0.06% | 325 |
|
|
2025
Q1 | $3.54M | Buy |
57,042
+3,566
| +7% | +$221K | 0.06% | 323 |
|
|
2024
Q4 | $3.07M | Buy |
53,476
+14,312
| +37% | +$822K | 0.05% | 329 |
|
|
2024
Q3 | $2.67M | Buy |
39,164
+3,507
| +10% | +$239K | 0.05% | 351 |
|
|
2024
Q2 | $2.02M | Buy |
35,657
+3,545
| +11% | +$201K | 0.04% | 393 |
|
|
2024
Q1 | $1.92M | Buy |
32,112
+6,523
| +25% | +$390K | 0.04% | 383 |
|
|
2023
Q4 | $1.58M | Buy |
25,589
+7,864
| +44% | +$485K | 0.04% | 407 |
|
|
2023
Q3 | $1.03M | Buy |
17,725
+3,708
| +26% | +$216K | 0.03% | 456 |
|
|
2023
Q2 | $994K | Buy |
14,017
+1,202
| +9% | +$85.2K | 0.03% | 440 |
|
|
2023
Q1 | $1M | Buy |
12,815
+1,149
| +10% | +$89.9K | 0.04% | 405 |
|
|
2022
Q4 | $978K | Sell |
11,666
-206
| -2% | -$17.3K | 0.05% | 370 |
|
|
2022
Q3 | $926K | Buy |
11,872
+713
| +6% | +$55.6K | 0.05% | 347 |
|
|
2022
Q2 | $943K | Buy |
11,159
+4,445
| +66% | +$376K | 0.05% | 355 |
|
|
2022
Q1 | $592K | Sell |
6,714
-344
| -5% | -$30.3K | 0.03% | 519 |
|
|
2021
Q4 | $642K | Sell |
7,058
-43
| -0.6% | -$3.91K | 0.03% | 511 |
|
|
2021
Q3 | $581K | Buy |
7,101
+1,662
| +31% | +$136K | 0.03% | 498 |
|
|
2021
Q2 | $436K | Buy |
5,439
+146
| +3% | +$11.7K | 0.03% | 549 |
|
|
2021
Q1 | $458K | Buy |
5,293
+1,559
| +42% | +$135K | 0.03% | 473 |
|
|
2020
Q4 | $319K | Buy |
3,734
+750
| +25% | +$64.1K | 0.02% | 549 |
|
|
2020
Q3 | $249K | Buy |
+2,984
| New | +$249K | 0.02% | 541 |
|