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
2026 Q1	$415K	Sell	5,985 -640	-10%	-$45.2K	0.01%	468
2025 Q4	$446K	Buy	6,625 +613	+10%	+$43K	0.01%	477
2025 Q3	$428K	Sell	6,012 -108	-2%	-$7.08K	0.01%	486
2025 Q2	$389K	Buy	6,120 +57	+0.9%	+$3.51K	﹤0.01%	489
2025 Q1	$377K	Sell	6,063 -97	-2%	-$5.79K	0.01%	475
2024 Q4	$354K	Buy	6,160 +111	+2%	+$6.92K	﹤0.01%	489
2024 Q3	$412K	Sell	6,049 -384	-6%	-$24.8K	0.01%	441
2024 Q2	$365K	Sell	6,433 -12	-0.2%	-$711	0.01%	442
2024 Q1	$385K	Sell	6,445 -85	-1%	-$4.89K	0.01%	431
2023 Q4	$403K	Buy	6,530 +146	+2%	+$8.42K	0.01%	409
2023 Q3	$371K	Buy	6,384 +891	+16%	+$59.4K	0.01%	407
2023 Q2	$390K	Buy	5,493 +638	+13%	+$47.5K	0.01%	421
2023 Q1	$380K	Hold	4,855	–	–	0.01%	250
2022 Q4	$407K	Sell	4,855 -36	-0.7%	-$2.85K	0.02%	235
2022 Q3	$381K	Buy	4,891 +15	+0.3%	+$1.32K	0.02%	214
2022 Q2	$412K	Sell	4,876 -13	-0.3%	-$1.16K	0.02%	217
2022 Q1	$431K	Sell	4,889 -1,401	-22%	-$120K	0.02%	225
2021 Q4	$572K	Buy	+6,290	New	+$541K	0.02%	252