Morgan Stanley’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 | $397M | Buy |
6,244,110
+826,221
| +15% | +$52.6M | 0.03% | 583 |
|
|
2025
Q1 | $337M | Buy |
5,417,889
+255,677
| +5% | +$15.9M | 0.02% | 617 |
|
|
2024
Q4 | $296M | Sell |
5,162,212
-175,434
| -3% | -$10.1M | 0.02% | 660 |
|
|
2024
Q3 | $363M | Buy |
5,337,646
+567,129
| +12% | +$38.6M | 0.03% | 588 |
|
|
2024
Q2 | $271M | Sell |
4,770,517
-93,338
| -2% | -$5.29M | 0.02% | 664 |
|
|
2024
Q1 | $291M | Sell |
4,863,855
-3,997,081
| -45% | -$239M | 0.02% | 636 |
|
|
2023
Q4 | $547M | Buy |
8,860,936
+4,396,706
| +98% | +$271M | 0.02% | 638 |
|
|
2023
Q3 | $260M | Buy |
4,464,230
+723,318
| +19% | +$42.1M | 0.03% | 605 |
|
|
2023
Q2 | $265M | Buy |
3,740,912
+147,256
| +4% | +$10.4M | 0.03% | 607 |
|
|
2023
Q1 | $281M | Buy |
3,593,656
+3,790
| +0.1% | +$297K | 0.03% | 577 |
|
|
2022
Q4 | $301M | Buy |
3,589,866
+482,554
| +16% | +$40.5M | 0.03% | 518 |
|
|
2022
Q3 | $242M | Buy |
3,107,312
+175,599
| +6% | +$13.7M | 0.03% | 503 |
|
|
2022
Q2 | $248M | Buy |
2,931,713
+1,286,589
| +78% | +$109M | 0.03% | 504 |
|
|
2022
Q1 | $145M | Buy |
1,645,124
+6,774
| +0.4% | +$597K | 0.02% | 654 |
|
|
2021
Q4 | $149M | Sell |
1,638,350
-18,236
| -1% | -$1.66M | 0.02% | 686 |
|
|
2021
Q3 | $135M | Buy |
1,656,586
+55,720
| +3% | +$4.56M | 0.02% | 679 |
|
|
2021
Q2 | $128M | Buy |
1,600,866
+355,223
| +29% | +$28.5M | 0.02% | 721 |
|
|
2021
Q1 | $108M | Sell |
1,245,643
-60,498
| -5% | -$5.24M | 0.02% | 730 |
|
|
2020
Q4 | $113M | Buy |
1,306,141
+60,492
| +5% | +$5.23M | 0.02% | 665 |
|
|
2020
Q3 | $104M | Sell |
1,245,649
-1,180
| -0.1% | -$98.6K | 0.02% | 579 |
|
|
2020
Q2 | $104M | Sell |
1,246,829
-283,412
| -19% | -$23.6M | 0.02% | 538 |
|
|
2020
Q1 | $120M | Buy |
1,530,241
+192,386
| +14% | +$15M | 0.03% | 446 |
|
|
2019
Q4 | $114M | Buy |
1,337,855
+85,324
| +7% | +$7.26M | 0.03% | 556 |
|
|
2019
Q3 | $107M | Sell |
1,252,531
-125,891
| -9% | -$10.8M | 0.03% | 534 |
|
|
2019
Q2 | $104M | Buy |
1,378,422
+71,026
| +5% | +$5.38M | 0.03% | 550 |
|
|
2019
Q1 | $92.8M | Sell |
1,307,396
-598,111
| -31% | -$42.4M | 0.03% | 565 |
|
|
2018
Q4 | $124M | Buy |
1,905,507
+498,008
| +35% | +$32.4M | 0.04% | 449 |
|
|
2018
Q3 | $86.5M | Sell |
1,407,499
-131,012
| -9% | -$8.05M | 0.02% | 669 |
|
|
2018
Q2 | $90.2M | Sell |
1,538,511
-207,661
| -12% | -$12.2M | 0.02% | 618 |
|
|
2018
Q1 | $103M | Sell |
1,746,172
-97,909
| -5% | -$5.77M | 0.03% | 579 |
|
|
2017
Q4 | $117M | Sell |
1,844,081
-130,939
| -7% | -$8.27M | 0.03% | 533 |
|
|
2017
Q3 | $119M | Buy |
1,975,020
+536,423
| +37% | +$32.4M | 0.04% | 484 |
|
|
2017
Q2 | $87.3M | Sell |
1,438,597
-104,139
| -7% | -$6.32M | 0.03% | 620 |
|
|
2017
Q1 | $90.7M | Buy |
1,542,736
+359,834
| +30% | +$21.2M | 0.03% | 607 |
|
|
2016
Q4 | $65.3M | Buy |
1,182,902
+217,393
| +23% | +$12M | 0.02% | 727 |
|
|
2016
Q3 | $52.3M | Buy |
965,509
+160,443
| +20% | +$8.69M | 0.02% | 828 |
|
|
2016
Q2 | $48.2M | Buy |
805,066
+37,102
| +5% | +$2.22M | 0.02% | 815 |
|
|
2016
Q1 | $44.8M | Buy |
767,964
+80,256
| +12% | +$4.68M | 0.02% | 811 |
|
|
2015
Q4 | $35.1M | Sell |
687,708
-241,373
| -26% | -$12.3M | 0.01% | 1012 |
|
|
2015
Q3 | $47M | Buy |
929,081
+281,561
| +43% | +$14.3M | 0.02% | 822 |
|
|
2015
Q2 | $29.4M | Sell |
647,520
-4,792
| -0.7% | -$218K | 0.01% | 1194 |
|
|
2015
Q1 | $33M | Sell |
652,312
-271,789
| -29% | -$13.7M | 0.01% | 1096 |
|
|
2014
Q4 | $49.5M | Sell |
924,101
-237,976
| -20% | -$12.7M | 0.02% | 873 |
|
|
2014
Q3 | $51.5M | Sell |
1,162,077
-76,688
| -6% | -$3.4M | 0.02% | 803 |
|
|
2014
Q2 | $58.6M | Buy |
1,238,765
+249,575
| +25% | +$11.8M | 0.02% | 722 |
|
|
2014
Q1 | $45M | Buy |
989,190
+161,999
| +20% | +$7.37M | 0.02% | 800 |
|
|
2013
Q4 | $35.1M | Buy |
827,191
+78,816
| +11% | +$3.34M | 0.01% | 947 |
|
|
2013
Q3 | $30.9M | Sell |
748,375
-211,019
| -22% | -$8.7M | 0.01% | 937 |
|
|
2013
Q2 | $40.3M | Buy |
+959,394
| New | +$40.3M | 0.02% | 746 |
|