MCF Advisors’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 |
-26
| Closed | -$1.62K | – | 913 |
|
2025
Q1 | $1.62K | Sell |
26
-107
| -80% | -$6.65K | ﹤0.01% | 824 |
|
2024
Q4 | $7.64K | Buy |
133
+36
| +37% | +$2.07K | ﹤0.01% | 701 |
|
2024
Q3 | $6.6K | Sell |
97
-77
| -44% | -$5.24K | ﹤0.01% | 707 |
|
2024
Q2 | $9.87K | Hold |
174
| – | – | ﹤0.01% | 644 |
|
2024
Q1 | $10.4K | Buy |
174
+14
| +9% | +$837 | ﹤0.01% | 622 |
|
2023
Q4 | $9.88K | Buy |
+160
| New | +$9.88K | ﹤0.01% | 601 |
|
2023
Q3 | – | Sell |
-28
| Closed | -$1.99K | – | 934 |
|
2023
Q2 | $1.99K | Hold |
28
| – | – | ﹤0.01% | 715 |
|
2023
Q1 | $2.19K | Hold |
28
| – | – | ﹤0.01% | 699 |
|
2022
Q4 | $2.35K | Sell |
28
-285
| -91% | -$23.9K | ﹤0.01% | 663 |
|
2022
Q3 | $24K | Sell |
313
-33
| -10% | -$2.53K | ﹤0.01% | 433 |
|
2022
Q2 | $29K | Hold |
346
| – | – | ﹤0.01% | 388 |
|
2022
Q1 | $31K | Buy |
+346
| New | +$31K | ﹤0.01% | 397 |
|
2021
Q4 | – | Sell |
-283
| Closed | -$23K | – | 242 |
|
2021
Q3 | $23K | Buy |
283
+5
| +2% | +$406 | ﹤0.01% | 395 |
|
2021
Q2 | $22K | Hold |
278
| – | – | ﹤0.01% | 378 |
|
2021
Q1 | $24K | Hold |
278
| – | – | ﹤0.01% | 345 |
|
2020
Q4 | $24K | Hold |
278
| – | – | ﹤0.01% | 321 |
|
2020
Q3 | $23K | Buy |
278
+253
| +1,012% | +$20.9K | ﹤0.01% | 312 |
|
2020
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 435 |
|
2018
Q3 | – | Sell |
-39
| Closed | -$2K | – | 470 |
|
2018
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 405 |
|
2018
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 413 |
|
2017
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 418 |
|
2017
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 440 |
|
2017
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 438 |
|
2017
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 414 |
|
2016
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 402 |
|
2016
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 413 |
|
2016
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 462 |
|
2016
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 405 |
|
2015
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 420 |
|
2014
Q2 | – | Sell |
-65
| Closed | -$3K | – | 424 |
|
2014
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 378 |
|
2013
Q4 | $3K | Sell |
65
-57
| -47% | -$2.63K | ﹤0.01% | 365 |
|
2013
Q3 | $6K | Buy |
+122
| New | +$6K | ﹤0.01% | 313 |
|