Modern Wealth Management’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 | $681K | Buy |
10,710
+358
| +3% | +$22.8K | 0.02% | 422 |
|
|
2025
Q1 | $643K | Buy |
10,352
+83
| +0.8% | +$5.16K | 0.02% | 371 |
|
|
2024
Q4 | $590K | Buy |
10,269
+662
| +7% | +$38K | 0.02% | 332 |
|
|
2024
Q3 | $654K | Buy |
9,607
+78
| +0.8% | +$5.31K | 0.04% | 214 |
|
|
2024
Q2 | $540K | Buy |
9,529
+134
| +1% | +$7.6K | 0.04% | 207 |
|
|
2024
Q1 | $562K | Buy |
9,395
+17
| +0.2% | +$1.02K | 0.05% | 166 |
|
|
2023
Q4 | $579K | Buy |
+9,378
| New | +$579K | 0.07% | 85 |
|