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ORG Wealth Partners’s Eversource Energy ES Stock Holding History

ORG Wealth Partners’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$487K Buy
7,545
+5,167
+217% +$334K 0.12% 117
2025
Q1 		$148K Buy
2,378
+950
+67% +$59K 0.05% 214
2024
Q4 		$82K Sell
1,428
-45
-3% -$2.58K 0.03% 197
2024
Q3 		$100K Buy
+1,473
New +$100K 0.03% 184