Oxler Private Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $332K | Buy |
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|
2025
Q2 | $294K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.52M | Buy |
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|
2022
Q2 | $2.71M | Buy |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $2.88M | Sell |
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|
2021
Q3 | $2.59M | Hold |
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|
2021
Q2 | $2.54M | Hold |
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|
2021
Q1 | $2.74M | Hold |
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|
2020
Q4 | $2.74M | Buy |
|