PDS Planning’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
$244K Buy
3,840
+173
+5% +$11K 0.02% 416
2025
Q1
$228K Buy
+3,667
New +$228K 0.02% 397