Oxler Private Wealth’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 | $294K | Buy |
4,620
+2
| +0% | +$127 | 0.09% | 77 |
|
|
2025
Q1 | $287K | Buy |
4,618
+46
| +1% | +$2.86K | 0.1% | 75 |
|
|
2024
Q4 | $263K | Sell |
4,572
-645
| -12% | -$37K | 0.09% | 79 |
|
|
2024
Q3 | $355K | Buy |
5,217
+47
| +0.9% | +$3.2K | 0.12% | 69 |
|
|
2024
Q2 | $293K | Buy |
5,170
+64
| +1% | +$3.63K | 0.11% | 71 |
|
|
2024
Q1 | $305K | Sell |
5,106
-24
| -0.5% | -$1.43K | 0.12% | 74 |
|
|
2023
Q4 | $317K | Sell |
5,130
-26,646
| -84% | -$1.64M | 0.26% | 53 |
|
|
2023
Q3 | $1.85M | Sell |
31,776
-887
| -3% | -$51.6K | 0.93% | 28 |
|
|
2023
Q2 | $2.32M | Buy |
32,663
+304
| +0.9% | +$21.6K | 1.1% | 26 |
|
|
2023
Q1 | $2.53M | Buy |
32,359
+278
| +0.9% | +$21.8K | 1.25% | 25 |
|
|
2022
Q4 | $2.69M | Sell |
32,081
-222
| -0.7% | -$18.6K | 1.45% | 23 |
|
|
2022
Q3 | $2.52M | Buy |
32,303
+234
| +0.7% | +$18.2K | 1.41% | 18 |
|
|
2022
Q2 | $2.71M | Buy |
32,069
+236
| +0.7% | +$19.9K | 1.3% | 23 |
|
|
2022
Q1 | $2.81M | Buy |
31,833
+227
| +0.7% | +$20K | 1.27% | 22 |
|
|
2021
Q4 | $2.88M | Sell |
31,606
-44
| -0.1% | -$4K | 1.19% | 20 |
|
|
2021
Q3 | $2.59M | Hold |
31,650
| – | – | 1.14% | 22 |
|
|
2021
Q2 | $2.54M | Hold |
31,650
| – | – | 1.11% | 20 |
|
|
2021
Q1 | $2.74M | Hold |
31,650
| – | – | 1.39% | 18 |
|
|
2020
Q4 | $2.74M | Buy |
+31,650
| New | +$2.74M | 1.54% | 19 |
|