Northwest & Ethical Investments’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	–	Sell	-50,715	Closed	-$3.41M	–	557
2025 Q4	$3.41M	Buy	50,715 +3,396	+7%	+$238K	0.08%	220
2025 Q3	$3.37M	Hold	47,319	–	–	0.08%	220
2025 Q2	$3.01M	Buy	+47,319	New	+$2.92M	0.07%	221
2024 Q1	–	Sell	-9,192	Closed	-$567K	–	498
2023 Q4	$567K	Hold	9,192	–	–	0.02%	302
2023 Q3	$535K	Sell	9,192 -21,586	-70%	-$1.44M	0.02%	320
2023 Q2	$2.18M	Buy	30,778 +552	+2%	+$41.1K	0.07%	241
2023 Q1	$2.37M	Hold	30,226	–	–	0.08%	234
2022 Q4	$2.53M	Sell	30,226 -15,258	-34%	-$1.21M	0.09%	221
2022 Q3	$3.55M	Sell	45,484 -1,248	-3%	-$110K	0.14%	186
2022 Q2	$3.95M	Buy	46,732 +2,808	+6%	+$249K	0.15%	174
2022 Q1	$3.87M	Sell	43,924 -10,895	-20%	-$932K	0.12%	197
2021 Q4	$4.99M	Buy	54,819 +36,165	+194%	+$3.11M	0.15%	164
2021 Q3	$1.53M	Buy	+18,654	New	+$1.62M	0.05%	249
2017 Q2	–	Sell	-35,000	Closed	-$2.06M	–	374
2017 Q1	$2.06M	Sell	35,000 -38,100	-52%	-$2.17M	0.14%	187
2016 Q4	$4.04M	Hold	73,100	–	–	0.28%	91
2016 Q3	$3.96M	Buy	+73,100	New	+$4.13M	0.28%	88