LPL Financial’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 | $26.5M | Buy |
417,262
+50,183
| +14% | +$3.19M | 0.01% | 1076 |
|
2025
Q1 | $22.8M | Buy |
367,079
+105,885
| +41% | +$6.58M | 0.01% | 1074 |
|
2024
Q4 | $15M | Buy |
261,194
+21,818
| +9% | +$1.25M | 0.01% | 1251 |
|
2024
Q3 | $16.3M | Buy |
239,376
+13,848
| +6% | +$942K | 0.01% | 1152 |
|
2024
Q2 | $12.8M | Buy |
225,528
+16,400
| +8% | +$930K | 0.01% | 1209 |
|
2024
Q1 | $12.5M | Sell |
209,128
-36,088
| -15% | -$2.16M | 0.01% | 1185 |
|
2023
Q4 | $15.1M | Buy |
245,216
+9,187
| +4% | +$567K | 0.01% | 1002 |
|
2023
Q3 | $13.7M | Buy |
236,029
+6,100
| +3% | +$355K | 0.01% | 976 |
|
2023
Q2 | $16.3M | Buy |
229,929
+20,565
| +10% | +$1.46M | 0.01% | 877 |
|
2023
Q1 | $16.4M | Buy |
209,364
+14,438
| +7% | +$1.13M | 0.01% | 845 |
|
2022
Q4 | $16.3M | Buy |
194,926
+33,184
| +21% | +$2.78M | 0.01% | 800 |
|
2022
Q3 | $12.6M | Buy |
161,742
+6,514
| +4% | +$508K | 0.01% | 839 |
|
2022
Q2 | $13.1M | Buy |
155,228
+33,025
| +27% | +$2.79M | 0.01% | 826 |
|
2022
Q1 | $10.8M | Buy |
122,203
+3,134
| +3% | +$276K | 0.01% | 944 |
|
2021
Q4 | $10.8M | Buy |
119,069
+1,702
| +1% | +$155K | 0.01% | 973 |
|
2021
Q3 | $9.6M | Buy |
117,367
+9,494
| +9% | +$776K | 0.01% | 988 |
|
2021
Q2 | $8.66M | Buy |
107,873
+13,569
| +14% | +$1.09M | 0.01% | 988 |
|
2021
Q1 | $8.17M | Buy |
94,304
+7,540
| +9% | +$653K | 0.01% | 936 |
|
2020
Q4 | $7.51M | Buy |
86,764
+13,540
| +18% | +$1.17M | 0.01% | 883 |
|
2020
Q3 | $6.12M | Sell |
73,224
-1,716
| -2% | -$143K | 0.01% | 858 |
|
2020
Q2 | $6.24M | Buy |
74,940
+9,123
| +14% | +$760K | 0.01% | 771 |
|
2020
Q1 | $5.15M | Buy |
65,817
+3,112
| +5% | +$243K | 0.01% | 742 |
|
2019
Q4 | $5.33M | Buy |
62,705
+2,797
| +5% | +$238K | 0.01% | 815 |
|
2019
Q3 | $5.12M | Sell |
59,908
-871
| -1% | -$74.4K | 0.01% | 789 |
|
2019
Q2 | $4.61M | Sell |
60,779
-1,864
| -3% | -$141K | 0.01% | 823 |
|
2019
Q1 | $4.44M | Buy |
62,643
+4,040
| +7% | +$287K | 0.01% | 814 |
|
2018
Q4 | $3.81M | Buy |
58,603
+2,181
| +4% | +$142K | 0.01% | 806 |
|
2018
Q3 | $3.47M | Sell |
56,422
-206
| -0.4% | -$12.7K | 0.01% | 894 |
|
2018
Q2 | $3.32M | Sell |
56,628
-1,749
| -3% | -$103K | 0.01% | 893 |
|
2018
Q1 | $3.44M | Buy |
58,377
+5,764
| +11% | +$340K | 0.01% | 860 |
|
2017
Q4 | $3.32M | Buy |
52,613
+3,940
| +8% | +$249K | 0.01% | 812 |
|
2017
Q3 | $2.94M | Buy |
48,673
+3,347
| +7% | +$202K | 0.01% | 807 |
|
2017
Q2 | $2.75M | Buy |
45,326
+5,052
| +13% | +$307K | 0.01% | 780 |
|
2017
Q1 | $2.37M | Buy |
+40,274
| New | +$2.37M | 0.02% | 740 |
|
2016
Q2 | – | Sell |
-108,921
| Closed | -$6.22M | – | 2722 |
|
2016
Q1 | $6.22M | Buy |
108,921
+203
| +0.2% | +$11.6K | 0.02% | 616 |
|
2015
Q4 | $5.58M | Buy |
108,718
+57,583
| +113% | +$2.96M | 0.02% | 666 |
|
2015
Q3 | $2.61M | Sell |
51,135
-23,364
| -31% | -$1.19M | 0.01% | 720 |
|
2015
Q2 | $3.45M | Sell |
74,499
-1,790
| -2% | -$82.9K | 0.02% | 661 |
|
2015
Q1 | $3.87M | Sell |
76,289
-275
| -0.4% | -$14K | 0.02% | 621 |
|
2014
Q4 | $4.1M | Buy |
76,564
+798
| +1% | +$42.7K | 0.02% | 565 |
|
2014
Q3 | $3.4M | Buy |
75,766
+1,047
| +1% | +$47K | 0.02% | 612 |
|
2014
Q2 | $3.53M | Sell |
74,719
-2,727
| -4% | -$129K | 0.02% | 611 |
|
2014
Q1 | $3.52M | Buy |
77,446
+2,688
| +4% | +$122K | 0.02% | 568 |
|
2013
Q4 | $3.17M | Sell |
74,758
-635
| -0.8% | -$26.9K | 0.02% | 610 |
|
2013
Q3 | $3.15M | Buy |
75,393
+5,018
| +7% | +$209K | 0.02% | 576 |
|
2013
Q2 | $2.96M | Buy |
+70,375
| New | +$2.96M | 0.02% | 558 |
|