McDonald Partners’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 | $990K | Buy |
15,507
+396
| +3% | +$25.3K | 0.24% | 115 |
|
|
2025
Q1 | $942K | Buy |
15,111
+744
| +5% | +$46.4K | 0.25% | 117 |
|
|
2024
Q4 | $825K | Buy |
14,367
+2,009
| +16% | +$115K | 0.21% | 126 |
|
|
2024
Q3 | $841K | Buy |
12,358
+137
| +1% | +$9.32K | 0.21% | 126 |
|
|
2024
Q2 | $693K | Buy |
12,221
+465
| +4% | +$26.4K | 0.19% | 135 |
|
|
2024
Q1 | $703K | Buy |
11,756
+950
| +9% | +$56.8K | 0.19% | 131 |
|
|
2023
Q4 | $667K | Buy |
10,806
+1,606
| +17% | +$99.1K | 0.2% | 132 |
|
|
2023
Q3 | $535K | Buy |
9,200
+245
| +3% | +$14.2K | 0.17% | 140 |
|
|
2023
Q2 | $635K | Buy |
8,955
+135
| +2% | +$9.58K | 0.19% | 137 |
|
|
2023
Q1 | $690K | Sell |
8,820
-52
| -0.6% | -$4.07K | 0.22% | 123 |
|
|
2022
Q4 | $744K | Buy |
8,872
+173
| +2% | +$14.5K | 0.25% | 113 |
|
|
2022
Q3 | $678K | Buy |
8,699
+325
| +4% | +$25.3K | 0.26% | 114 |
|
|
2022
Q2 | $707K | Buy |
8,374
+85
| +1% | +$7.18K | 0.18% | 149 |
|
|
2022
Q1 | $731K | Buy |
+8,289
| New | +$731K | 0.16% | 162 |
|
|
2021
Q4 | – | Sell |
-7,396
| Closed | -$605K | – | 598 |
|
|
2021
Q3 | $605K | Buy |
7,396
+437
| +6% | +$35.7K | 0.14% | 167 |
|
|
2021
Q2 | $558K | Buy |
6,959
+220
| +3% | +$17.6K | 0.13% | 177 |
|
|
2021
Q1 | $584K | Sell |
6,739
-915
| -12% | -$79.3K | 0.15% | 158 |
|
|
2020
Q4 | $662K | Buy |
+7,654
| New | +$662K | 0.19% | 137 |
|