Old North State 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
$451K Buy
7,076
+263
+4% +$16.7K 0.23% 77
2025
Q1
$424K Buy
6,813
+1,761
+35% +$109K 0.24% 72
2024
Q4
$291K Buy
5,052
+724
+17% +$41.6K 0.16% 89
2024
Q3
$295K Buy
4,328
+557
+15% +$37.9K 0.17% 87
2024
Q2
$214K Buy
+3,771
New +$214K 0.14% 93