New England Capital Financial Advisors’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	$613K	Sell	8,854 -60	-0.7%	-$4.24K	0.17%	30
2025 Q4	$600K	Buy	8,914 +25	+0.3%	+$1.75K	0.23%	32
2025 Q3	$632K	Buy	8,889 +23	+0.3%	+$1.51K	0.27%	30
2025 Q2	$564K	Buy	8,866 +26	+0.3%	+$1.6K	0.26%	31
2025 Q1	$549K	Buy	8,840 +343	+4%	+$20.5K	0.28%	28
2024 Q4	$488K	Sell	8,497 -448	-5%	-$27.9K	0.24%	32
2024 Q3	$609K	Sell	8,945 -435	-5%	-$28.1K	0.32%	27
2024 Q2	$532K	Buy	9,380 +597	+7%	+$35.4K	0.3%	27
2024 Q1	$525K	Sell	8,783 -525	-6%	-$30.2K	0.3%	26
2023 Q4	$575K	Sell	9,308 -95	-1%	-$5.48K	0.35%	25
2023 Q3	$547K	Buy	9,403 +77	+0.8%	+$5.13K	0.38%	22
2023 Q2	$661K	Sell	9,326 -301	-3%	-$22.4K	0.44%	22
2023 Q1	$753K	Buy	9,627 +25	+0.3%	+$1.98K	0.53%	21
2022 Q4	$766K	Buy	+9,602	New	+$762K	0.54%	21