Modera Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Sell |
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|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $354K | Buy |
|
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|
2024
Q3 | $412K | Sell |
|
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $390K | Buy |
|
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $572K | Buy |
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