North Star Investment 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	$12.5K	Buy	197 +6	+3%	+$382	﹤0.01%	854
2025 Q1	$11.9K	Hold	191	–	–	﹤0.01%	830
2024 Q4	$11K	Hold	191	–	–	﹤0.01%	855
2024 Q3	$13K	Hold	191	–	–	﹤0.01%	791
2024 Q2	$10.8K	Hold	191	–	–	﹤0.01%	800
2024 Q1	$11.4K	Hold	191	–	–	﹤0.01%	836
2023 Q4	$11.8K	Sell	191 -11	-5%	-$679	﹤0.01%	802
2023 Q3	$11.7K	Hold	202	–	–	﹤0.01%	801
2023 Q2	$14.3K	Hold	202	–	–	﹤0.01%	789
2023 Q1	$15.8K	Hold	202	–	–	﹤0.01%	795
2022 Q4	$16.9K	Buy	202 +11	+6%	+$922	﹤0.01%	765
2022 Q3	$15K	Hold	191	–	–	﹤0.01%	736
2022 Q2	$16K	Hold	191	–	–	﹤0.01%	741
2022 Q1	$17K	Hold	191	–	–	﹤0.01%	766
2021 Q4	$17K	Hold	191	–	–	﹤0.01%	795
2021 Q3	$16K	Hold	191	–	–	﹤0.01%	776
2021 Q2	$15K	Hold	191	–	–	﹤0.01%	775
2021 Q1	$17K	Buy	191 +25	+15%	+$2.23K	﹤0.01%	711
2020 Q4	$14K	Hold	166	–	–	﹤0.01%	728
2020 Q3	$14K	Hold	166	–	–	﹤0.01%	709
2020 Q2	$14K	Hold	166	–	–	﹤0.01%	676
2020 Q1	$13K	Hold	166	–	–	﹤0.01%	683
2019 Q4	$14K	Hold	166	–	–	﹤0.01%	762
2019 Q3	$14K	Buy	+166	New	+$14K	﹤0.01%	764
2019 Q2	–	Sell	-166	Closed	-$12K	–	548
2019 Q1	$12K	Hold	166	–	–	﹤0.01%	795
2018 Q4	$11K	Hold	166	–	–	﹤0.01%	784
2018 Q3	$10K	Hold	166	–	–	﹤0.01%	842
2018 Q2	$10K	Hold	166	–	–	﹤0.01%	850
2018 Q1	$10K	Hold	166	–	–	﹤0.01%	844
2017 Q4	$10K	Hold	166	–	–	﹤0.01%	821
2017 Q3	$10K	Hold	166	–	–	﹤0.01%	837
2017 Q2	$10K	Hold	166	–	–	﹤0.01%	826
2017 Q1	$10K	Hold	166	–	–	﹤0.01%	798
2016 Q4	$9K	Buy	+166	New	+$9K	﹤0.01%	760