New England Capital Financial Advisors’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 | $564K | Buy |
8,866
+26
| +0.3% | +$1.65K | 0.26% | 31 |
|
2025
Q1 | $549K | Buy |
8,840
+343
| +4% | +$21.3K | 0.28% | 28 |
|
2024
Q4 | $488K | Sell |
8,497
-448
| -5% | -$25.7K | 0.24% | 32 |
|
2024
Q3 | $609K | Sell |
8,945
-435
| -5% | -$29.6K | 0.32% | 27 |
|
2024
Q2 | $532K | Buy |
9,380
+597
| +7% | +$33.9K | 0.3% | 27 |
|
2024
Q1 | $525K | Sell |
8,783
-525
| -6% | -$31.4K | 0.3% | 26 |
|
2023
Q4 | $575K | Sell |
9,308
-95
| -1% | -$5.86K | 0.35% | 25 |
|
2023
Q3 | $547K | Buy |
9,403
+77
| +0.8% | +$4.48K | 0.38% | 22 |
|
2023
Q2 | $661K | Sell |
9,326
-301
| -3% | -$21.3K | 0.44% | 22 |
|
2023
Q1 | $753K | Buy |
9,627
+25
| +0.3% | +$1.96K | 0.53% | 21 |
|
2022
Q4 | $766K | Buy |
+9,602
| New | +$766K | 0.54% | 21 |
|