Mather Group’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 | $291K | Buy |
4,578
+1,287
| +39% | +$81.9K | ﹤0.01% | 507 |
|
2025
Q1 | $204K | Buy |
3,291
+459
| +16% | +$28.5K | ﹤0.01% | 582 |
|
2024
Q4 | $163K | Sell |
2,832
-149
| -5% | -$8.56K | ﹤0.01% | 625 |
|
2024
Q3 | $203K | Sell |
2,981
-295
| -9% | -$20.1K | ﹤0.01% | 569 |
|
2024
Q2 | $196K | Buy |
3,276
+586
| +22% | +$35K | ﹤0.01% | 622 |
|
2024
Q1 | $166K | Buy |
+2,690
| New | +$166K | ﹤0.01% | 573 |
|
2023
Q3 | – | Sell |
-2,868
| Closed | -$203K | – | 558 |
|
2023
Q2 | $203K | Buy |
+2,868
| New | +$203K | ﹤0.01% | 550 |
|
2022
Q2 | – | Sell |
-2,353
| Closed | -$208K | – | 410 |
|
2022
Q1 | $208K | Sell |
2,353
-389
| -14% | -$34.4K | ﹤0.01% | 430 |
|
2021
Q4 | $249K | Buy |
+2,742
| New | +$249K | ﹤0.01% | 326 |
|