McKinley Carter Wealth Services’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.52M	Sell	36,438 -10	-0%	-$707	0.15%	113
2025 Q4	$2.45M	Buy	36,448 +3,414	+10%	+$240K	0.14%	114
2025 Q3	$2.35M	Buy	33,034 +737	+2%	+$48.3K	0.12%	113
2025 Q2	$2.05M	Buy	32,297 +28,983	+875%	+$1.79M	0.11%	114
2025 Q1	$206K	Buy	+3,314	New	+$198K	0.01%	299
2024 Q4	–	Sell	-3,314	Closed	-$226K	–	297
2024 Q3	$226K	Buy	+3,314	New	+$214K	0.01%	290
2024 Q1	–	Sell	-3,314	Closed	-$205K	–	304
2023 Q4	$205K	Sell	3,314 -836	-20%	-$48.2K	0.02%	298
2023 Q3	$241K	Sell	4,150 -235	-5%	-$15.7K	0.02%	268
2023 Q2	$311K	Sell	4,385 -81	-2%	-$6.03K	0.02%	246
2023 Q1	$350K	Hold	4,466	–	–	0.03%	240
2022 Q4	$374K	Hold	4,466	–	–	0.03%	230
2022 Q3	$348K	Sell	4,466 -475	-10%	-$41.9K	0.03%	219
2022 Q2	$417K	Sell	4,941 -131	-3%	-$11.6K	0.04%	211
2022 Q1	$447K	Sell	5,072 -209	-4%	-$17.9K	0.04%	207
2021 Q4	$480K	Sell	5,281 -1,421	-21%	-$122K	0.04%	193
2021 Q3	$547K	Sell	6,702 -2,040	-23%	-$177K	0.04%	176
2021 Q2	$702K	Sell	8,742 -19	-0.2%	-$1.6K	0.06%	161
2021 Q1	$758K	Buy	8,761 +86	+1%	+$7.3K	0.06%	156
2020 Q4	$751K	Buy	8,675 +5,168	+147%	+$460K	0.1%	140
2020 Q3	$293K	Buy	3,507 +111	+3%	+$9.5K	0.07%	118
2020 Q2	$283K	Buy	3,396 +57	+2%	+$4.72K	0.07%	115
2020 Q1	$261K	Buy	3,339 +1	+0%	+$88	0.08%	122
2019 Q4	$284K	Sell	3,338 -74	-2%	-$6.15K	0.07%	139
2019 Q3	$292K	Buy	3,412 +486	+17%	+$38.6K	0.07%	140
2019 Q2	$222K	Buy	+2,926	New	+$214K	0.06%	146
2018 Q2	–	Sell	-2,942	Closed	-$173K	–	236
2018 Q1	$173K	Buy	+2,942	New	+$174K	0.06%	167