OneDigital Investment Advisors’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 | $741K | Sell |
10,699
-1,066
| -9% | -$75.3K | 0.01% | 791 |
|
|
2025
Q4 | $792K | Sell |
11,765
-52
| -0.4% | -$3.65K | 0.01% | 756 |
|
|
2025
Q3 | $841K | Sell |
11,817
-798
| -6% | -$52.3K | 0.01% | 724 |
|
|
2025
Q2 | $803K | Buy |
12,615
+324
| +3% | +$20K | 0.01% | 718 |
|
|
2025
Q1 | $763K | Buy |
12,291
+778
| +7% | +$46.4K | 0.01% | 698 |
|
|
2024
Q4 | $661K | Sell |
11,513
-923
| -7% | -$57.5K | 0.01% | 784 |
|
|
2024
Q3 | $846K | Sell |
12,436
-173
| -1% | -$11.2K | 0.01% | 717 |
|
|
2024
Q2 | $715K | Sell |
12,609
-636
| -5% | -$37.7K | 0.01% | 746 |
|
|
2024
Q1 | $792K | Buy |
13,245
+1,393
| +12% | +$80.1K | 0.01% | 579 |
|
|
2023
Q4 | $731K | Buy |
11,852
+785
| +7% | +$45.3K | 0.01% | 578 |
|
|
2023
Q3 | $644K | Sell |
11,067
-334
| -3% | -$22.3K | 0.01% | 561 |
|
|
2023
Q2 | $809K | Buy |
11,401
+364
| +3% | +$27.1K | 0.02% | 472 |
|
|
2023
Q1 | $864K | Buy |
11,037
+1,133
| +11% | +$89.5K | 0.02% | 430 |
|
|
2022
Q4 | $830K | Buy |
9,904
+782
| +9% | +$62K | 0.02% | 398 |
|
|
2022
Q3 | $711K | Buy |
9,122
+2,853
| +46% | +$251K | 0.03% | 372 |
|
|
2022
Q2 | $530K | Buy |
6,269
+57
| +0.9% | +$5.06K | 0.02% | 400 |
|
|
2022
Q1 | $548K | Buy |
6,212
+169
| +3% | +$14.5K | 0.02% | 412 |
|
|
2021
Q4 | $550K | Sell |
6,043
-338
| -5% | -$29.1K | 0.02% | 420 |
|
|
2021
Q3 | $522K | Buy |
6,381
+144
| +2% | +$12.5K | 0.02% | 404 |
|
|
2021
Q2 | $500K | Buy |
6,237
+693
| +13% | +$58.4K | 0.02% | 410 |
|
|
2021
Q1 | $480K | Sell |
5,544
-251
| -4% | -$21.3K | 0.02% | 393 |
|
|
2020
Q4 | $501K | Sell |
5,795
-209
| -3% | -$18.6K | 0.03% | 355 |
|
|
2020
Q3 | $502K | Buy |
6,004
+58
| +1% | +$4.96K | 0.03% | 307 |
|
|
2020
Q2 | $495K | Sell |
5,946
-810
| -12% | -$67.1K | 0.04% | 313 |
|
|
2020
Q1 | $528K | Buy |
6,756
+1,060
| +19% | +$93K | 0.05% | 267 |
|
|
2019
Q4 | $485K | Sell |
5,696
-96
| -2% | -$7.98K | 0.04% | 313 |
|
|
2019
Q3 | $495K | Sell |
5,792
-1,550
| -21% | -$123K | 0.04% | 277 |
|
|
2019
Q2 | $556K | Buy |
7,342
+5,627
| +328% | +$412K | 0.04% | 231 |
|
|
2019
Q1 | $122K | Buy |
1,715
+815
| +91% | +$56.1K | 0.02% | 347 |
|
|
2018
Q4 | $59K | Sell |
900
-1,185
| -57% | -$77.2K | 0.01% | 424 |
|
|
2018
Q3 | $128K | Hold |
2,085
| – | – | 0.03% | 246 |
|
|
2018
Q2 | $122K | Hold |
2,085
| – | – | 0.03% | 305 |
|
|
2018
Q1 | $123K | Hold |
2,085
| – | – | 0.03% | 304 |
|
|
2017
Q4 | $132K | Buy |
2,085
+1,185
| +132% | +$74.9K | 0.02% | 293 |
|
|
2017
Q3 | $54K | Sell |
900
-1,185
| -57% | -$73.1K | 0.02% | 367 |
|
|
2017
Q2 | $127K | Buy |
+2,085
| New | +$127K | 0.04% | 265 |
|
Other funds holding ES
VCM
VPM
MAM
