Northwestern Mutual Wealth 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 | $1.21M | Sell |
19,075
-4,944
| -21% | -$315K | ﹤0.01% | 1107 |
|
2025
Q1 | $1.49M | Buy |
24,019
+8,622
| +56% | +$535K | ﹤0.01% | 987 |
|
2024
Q4 | $884K | Buy |
15,397
+810
| +6% | +$46.5K | ﹤0.01% | 1107 |
|
2024
Q3 | $993K | Buy |
14,587
+1,081
| +8% | +$73.6K | ﹤0.01% | 1072 |
|
2024
Q2 | $766K | Buy |
13,506
+1,846
| +16% | +$105K | ﹤0.01% | 1109 |
|
2024
Q1 | $697K | Buy |
11,660
+1,912
| +20% | +$114K | ﹤0.01% | 1133 |
|
2023
Q4 | $602K | Buy |
9,748
+2,844
| +41% | +$176K | ﹤0.01% | 1134 |
|
2023
Q3 | $402K | Buy |
6,904
+514
| +8% | +$29.9K | ﹤0.01% | 1227 |
|
2023
Q2 | $453K | Sell |
6,390
-502
| -7% | -$35.6K | ﹤0.01% | 1193 |
|
2023
Q1 | $539K | Buy |
6,892
+2,613
| +61% | +$205K | ﹤0.01% | 1098 |
|
2022
Q4 | $359K | Sell |
4,279
-8,097
| -65% | -$679K | ﹤0.01% | 1225 |
|
2022
Q3 | $966K | Buy |
12,376
+1,543
| +14% | +$120K | ﹤0.01% | 831 |
|
2022
Q2 | $916K | Buy |
10,833
+1,674
| +18% | +$142K | ﹤0.01% | 843 |
|
2022
Q1 | $807K | Sell |
9,159
-2,178
| -19% | -$192K | ﹤0.01% | 917 |
|
2021
Q4 | $1.03M | Buy |
11,337
+1,893
| +20% | +$172K | ﹤0.01% | 821 |
|
2021
Q3 | $772K | Buy |
9,444
+2,040
| +28% | +$167K | ﹤0.01% | 847 |
|
2021
Q2 | $594K | Buy |
7,404
+1,482
| +25% | +$119K | ﹤0.01% | 923 |
|
2021
Q1 | $512K | Buy |
5,922
+1,071
| +22% | +$92.6K | ﹤0.01% | 907 |
|
2020
Q4 | $419K | Buy |
4,851
+222
| +5% | +$19.2K | ﹤0.01% | 887 |
|
2020
Q3 | $387K | Buy |
4,629
+4,110
| +792% | +$344K | ﹤0.01% | 825 |
|
2020
Q2 | $43K | Sell |
519
-218
| -30% | -$18.1K | ﹤0.01% | 1494 |
|
2020
Q1 | $58K | Sell |
737
-1,227
| -62% | -$96.6K | ﹤0.01% | 1327 |
|
2019
Q4 | $167K | Sell |
1,964
-1,518
| -44% | -$129K | ﹤0.01% | 1015 |
|
2019
Q3 | $298K | Buy |
3,482
+447
| +15% | +$38.3K | ﹤0.01% | 766 |
|
2019
Q2 | $230K | Sell |
3,035
-39
| -1% | -$2.96K | ﹤0.01% | 848 |
|
2019
Q1 | $218K | Buy |
3,074
+1,146
| +59% | +$81.3K | ﹤0.01% | 841 |
|
2018
Q4 | $125K | Sell |
1,928
-379
| -16% | -$24.6K | ﹤0.01% | 932 |
|
2018
Q3 | $142K | Buy |
2,307
+710
| +44% | +$43.7K | ﹤0.01% | 925 |
|
2018
Q2 | $94K | Sell |
1,597
-585
| -27% | -$34.4K | ﹤0.01% | 1018 |
|
2018
Q1 | $128K | Buy |
2,182
+86
| +4% | +$5.05K | ﹤0.01% | 879 |
|
2017
Q4 | $132K | Sell |
2,096
-1,683
| -45% | -$106K | ﹤0.01% | 851 |
|
2017
Q3 | $228K | Buy |
3,779
+509
| +16% | +$30.7K | ﹤0.01% | 648 |
|
2017
Q2 | $199K | Buy |
3,270
+1,265
| +63% | +$77K | ﹤0.01% | 671 |
|
2017
Q1 | $119K | Buy |
2,005
+400
| +25% | +$23.7K | ﹤0.01% | 781 |
|
2016
Q4 | $89K | Buy |
+1,605
| New | +$89K | ﹤0.01% | 850 |
|
2016
Q3 | – | Sell |
-1,901
| Closed | -$113K | – | 579 |
|
2016
Q2 | $113K | Buy |
1,901
+1,189
| +167% | +$70.7K | ﹤0.01% | 692 |
|
2016
Q1 | $42K | Sell |
712
-301
| -30% | -$17.8K | ﹤0.01% | 955 |
|
2015
Q4 | $52K | Sell |
1,013
-285
| -22% | -$14.6K | ﹤0.01% | 773 |
|
2015
Q3 | $66K | Buy |
1,298
+443
| +52% | +$22.5K | ﹤0.01% | 660 |
|
2015
Q2 | $39K | Sell |
855
-87
| -9% | -$3.97K | ﹤0.01% | 721 |
|
2015
Q1 | $48K | Buy |
942
+596
| +172% | +$30.4K | ﹤0.01% | 658 |
|
2014
Q4 | $19K | Sell |
346
-920
| -73% | -$50.5K | ﹤0.01% | 896 |
|
2014
Q3 | $56K | Sell |
1,266
-129
| -9% | -$5.71K | ﹤0.01% | 595 |
|
2014
Q2 | $66K | Buy |
1,395
+367
| +36% | +$17.4K | ﹤0.01% | 556 |
|
2014
Q1 | $47K | Buy |
1,028
+133
| +15% | +$6.08K | ﹤0.01% | 611 |
|
2013
Q4 | $38K | Buy |
+895
| New | +$38K | ﹤0.01% | 647 |
|