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Live Oak Private Wealth’s Eversource Energy ES Stock Holding History

Live Oak Private Wealth’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$582K Sell
9,148
-82
-0.9% -$5.22K 0.09% 120
2025
Q1 		$573K Hold
9,230
– – 0.09% 120
2024
Q4 		$530K Buy
9,230
+82
+0.9% +$4.71K 0.09% 122
2024
Q3 		$623K Buy
+9,148
New +$623K 0.1% 108