Montag & Associates’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 | $157K | Hold |
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|
2025
Q2 | $140K | Hold |
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|
2025
Q1 | $137K | Sell |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $153K | Buy |
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|
2024
Q2 | $125K | Hold |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $136K | Hold |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $156K | Hold |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $184K | Hold |
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|
2022
Q3 | $172K | Hold |
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|
2022
Q2 | $186K | Hold |
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|
2022
Q1 | $194K | Hold |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $180K | Hold |
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|
2021
Q2 | $177K | Hold |
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|
2021
Q1 | $190K | Hold |
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|
2020
Q4 | $190K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $225K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.4M | Sell |
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|
2014
Q1 | $1.66M | Sell |
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|
2013
Q4 | $2M | Buy |
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|
2013
Q3 | $1.93M | Sell |
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|
2013
Q2 | $2.13M | Buy |
|