Northwest & Ethical Investments’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 | $3.01M | Buy |
+47,319
| New | +$3.01M | 0.07% | 221 |
|
|
2024
Q1 | – | Sell |
-9,192
| Closed | -$567K | – | 488 |
|
|
2023
Q4 | $567K | Hold |
9,192
| – | – | 0.02% | 302 |
|
|
2023
Q3 | $535K | Sell |
9,192
-21,586
| -70% | -$1.26M | 0.02% | 320 |
|
|
2023
Q2 | $2.18M | Buy |
30,778
+552
| +2% | +$39.1K | 0.07% | 241 |
|
|
2023
Q1 | $2.37M | Hold |
30,226
| – | – | 0.08% | 234 |
|
|
2022
Q4 | $2.53M | Sell |
30,226
-15,258
| -34% | -$1.28M | 0.09% | 221 |
|
|
2022
Q3 | $3.55M | Sell |
45,484
-1,248
| -3% | -$97.3K | 0.14% | 186 |
|
|
2022
Q2 | $3.95M | Buy |
46,732
+2,808
| +6% | +$237K | 0.15% | 174 |
|
|
2022
Q1 | $3.87M | Sell |
43,924
-10,895
| -20% | -$961K | 0.12% | 197 |
|
|
2021
Q4 | $4.99M | Buy |
54,819
+36,165
| +194% | +$3.29M | 0.15% | 164 |
|
|
2021
Q3 | $1.53M | Buy |
+18,654
| New | +$1.53M | 0.05% | 249 |
|
|
2017
Q2 | – | Sell |
-35,000
| Closed | -$2.06M | – | 374 |
|
|
2017
Q1 | $2.06M | Sell |
35,000
-38,100
| -52% | -$2.24M | 0.14% | 187 |
|
|
2016
Q4 | $4.04M | Hold |
73,100
| – | – | 0.28% | 91 |
|
|
2016
Q3 | $3.96M | Buy |
+73,100
| New | +$3.96M | 0.28% | 88 |
|