McKinley Carter Wealth Services’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 | $2.05M | Buy |
32,297
+28,983
| +875% | +$1.84M | 0.11% | 114 |
|
|
2025
Q1 | $206K | Buy |
+3,314
| New | +$206K | 0.01% | 294 |
|
|
2024
Q4 | – | Sell |
-3,314
| Closed | -$226K | – | 296 |
|
|
2024
Q3 | $226K | Buy |
+3,314
| New | +$226K | 0.01% | 289 |
|
|
2024
Q1 | – | Sell |
-3,314
| Closed | -$205K | – | 303 |
|
|
2023
Q4 | $205K | Sell |
3,314
-836
| -20% | -$51.6K | 0.02% | 297 |
|
|
2023
Q3 | $241K | Sell |
4,150
-235
| -5% | -$13.7K | 0.02% | 268 |
|
|
2023
Q2 | $311K | Sell |
4,385
-81
| -2% | -$5.75K | 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% | -$37K | 0.03% | 219 |
|
|
2022
Q2 | $417K | Sell |
4,941
-131
| -3% | -$11.1K | 0.04% | 211 |
|
|
2022
Q1 | $447K | Sell |
5,072
-209
| -4% | -$18.4K | 0.04% | 207 |
|
|
2021
Q4 | $480K | Sell |
5,281
-1,421
| -21% | -$129K | 0.04% | 193 |
|
|
2021
Q3 | $547K | Sell |
6,702
-2,040
| -23% | -$167K | 0.04% | 176 |
|
|
2021
Q2 | $702K | Sell |
8,742
-19
| -0.2% | -$1.53K | 0.06% | 161 |
|
|
2021
Q1 | $758K | Buy |
8,761
+86
| +1% | +$7.44K | 0.06% | 156 |
|
|
2020
Q4 | $751K | Buy |
8,675
+5,168
| +147% | +$447K | 0.1% | 140 |
|
|
2020
Q3 | $293K | Buy |
3,507
+111
| +3% | +$9.27K | 0.07% | 118 |
|
|
2020
Q2 | $283K | Buy |
3,396
+57
| +2% | +$4.75K | 0.07% | 115 |
|
|
2020
Q1 | $261K | Buy |
3,339
+1
| +0% | +$78 | 0.08% | 122 |
|
|
2019
Q4 | $284K | Sell |
3,338
-74
| -2% | -$6.3K | 0.07% | 139 |
|
|
2019
Q3 | $292K | Buy |
3,412
+486
| +17% | +$41.6K | 0.07% | 140 |
|
|
2019
Q2 | $222K | Buy |
+2,926
| New | +$222K | 0.06% | 146 |
|
|
2018
Q2 | – | Sell |
-2,942
| Closed | -$173K | – | 236 |
|
|
2018
Q1 | $173K | Buy |
+2,942
| New | +$173K | 0.06% | 167 |
|