Legacy Wealth Management (Mississippi)’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 | – | Sell |
-9,930
| Closed | -$617K | – | 99 |
|
|
2025
Q1 | $617K | Sell |
9,930
-6,020
| -38% | -$374K | 0.2% | 58 |
|
|
2024
Q4 | $916K | Sell |
15,950
-3,280
| -17% | -$188K | 0.36% | 45 |
|
|
2024
Q3 | $1.31M | Sell |
19,230
-2,435
| -11% | -$166K | 0.48% | 43 |
|
|
2024
Q2 | $1.23M | Sell |
21,665
-4,105
| -16% | -$233K | 0.52% | 42 |
|
|
2024
Q1 | $1.54M | Buy |
25,770
+11,790
| +84% | +$705K | 0.69% | 37 |
|
|
2023
Q4 | $863K | Sell |
13,980
-1,650
| -11% | -$102K | 0.42% | 47 |
|
|
2023
Q3 | $909K | Buy |
+15,630
| New | +$909K | 0.47% | 48 |
|