Principal Financial Group’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 | $26.7M | Sell |
419,523
-13,481
| -3% | -$858K | 0.01% | 696 |
|
|
2025
Q1 | $26.9M | Buy |
433,004
+14,799
| +4% | +$919K | 0.02% | 667 |
|
|
2024
Q4 | $24M | Buy |
418,205
+4,331
| +1% | +$249K | 0.01% | 747 |
|
|
2024
Q3 | $28.2M | Buy |
413,874
+17,654
| +4% | +$1.2M | 0.02% | 666 |
|
|
2024
Q2 | $22.5M | Sell |
396,220
-6,317
| -2% | -$358K | 0.01% | 784 |
|
|
2024
Q1 | $24.1M | Buy |
402,537
+8,736
| +2% | +$522K | 0.01% | 797 |
|
|
2023
Q4 | $24.3M | Sell |
393,801
-27,767
| -7% | -$1.71M | 0.02% | 757 |
|
|
2023
Q3 | $24.5M | Buy |
421,568
+95
| +0% | +$5.52K | 0.02% | 704 |
|
|
2023
Q2 | $29.9M | Sell |
421,473
-363,324
| -46% | -$25.8M | 0.02% | 627 |
|
|
2023
Q1 | $61.4M | Sell |
784,797
-330,721
| -30% | -$25.9M | 0.04% | 357 |
|
|
2022
Q4 | $93.5M | Sell |
1,115,518
-789,302
| -41% | -$66.2M | 0.07% | 253 |
|
|
2022
Q3 | $149M | Buy |
1,904,820
+28,949
| +2% | +$2.26M | 0.12% | 180 |
|
|
2022
Q2 | $158M | Buy |
1,875,871
+82,865
| +5% | +$7M | 0.12% | 186 |
|
|
2022
Q1 | $158M | Sell |
1,793,006
-97,588
| -5% | -$8.61M | 0.1% | 204 |
|
|
2021
Q4 | $172M | Buy |
1,890,594
+182,740
| +11% | +$16.6M | 0.1% | 197 |
|
|
2021
Q3 | $140M | Sell |
1,707,854
-6,927
| -0.4% | -$566K | 0.09% | 215 |
|
|
2021
Q2 | $138M | Sell |
1,714,781
-115,405
| -6% | -$9.26M | 0.09% | 217 |
|
|
2021
Q1 | $158M | Buy |
1,830,186
+45,534
| +3% | +$3.94M | 0.11% | 192 |
|
|
2020
Q4 | $154M | Sell |
1,784,652
-39,213
| -2% | -$3.39M | 0.11% | 186 |
|
|
2020
Q3 | $152M | Sell |
1,823,865
-35,125
| -2% | -$2.93M | 0.13% | 175 |
|
|
2020
Q2 | $155M | Sell |
1,858,990
-111,065
| -6% | -$9.25M | 0.14% | 169 |
|
|
2020
Q1 | $154M | Sell |
1,970,055
-39,666
| -2% | -$3.1M | 0.17% | 153 |
|
|
2019
Q4 | $171M | Sell |
2,009,721
-18,743
| -0.9% | -$1.59M | 0.14% | 185 |
|
|
2019
Q3 | $173M | Buy |
2,028,464
+2,854
| +0.1% | +$244K | 0.15% | 175 |
|
|
2019
Q2 | $153M | Sell |
2,025,610
-334,912
| -14% | -$25.4M | 0.14% | 184 |
|
|
2019
Q1 | $167M | Buy |
2,360,522
+385
| +0% | +$27.3K | 0.16% | 162 |
|
|
2018
Q4 | $154M | Sell |
2,360,137
-67,816
| -3% | -$4.41M | 0.16% | 151 |
|
|
2018
Q3 | $149M | Buy |
2,427,953
+30,620
| +1% | +$1.88M | 0.13% | 192 |
|
|
2018
Q2 | $141M | Sell |
2,397,333
-2,869
| -0.1% | -$168K | 0.13% | 193 |
|
|
2018
Q1 | $141M | Buy |
2,400,202
+29,361
| +1% | +$1.73M | 0.14% | 187 |
|
|
2017
Q4 | $150M | Buy |
2,370,841
+129,987
| +6% | +$8.21M | 0.14% | 196 |
|
|
2017
Q3 | $135M | Sell |
2,240,854
-85,895
| -4% | -$5.19M | 0.13% | 196 |
|
|
2017
Q2 | $141M | Buy |
2,326,749
+1,844,447
| +382% | +$112M | 0.14% | 186 |
|
|
2017
Q1 | $28.3M | Buy |
482,302
+10,697
| +2% | +$629K | 0.03% | 534 |
|
|
2016
Q4 | $26M | Sell |
471,605
-1,179
| -0.2% | -$65.1K | 0.03% | 558 |
|
|
2016
Q3 | $25.6M | Buy |
472,784
+10,471
| +2% | +$567K | 0.03% | 537 |
|
|
2016
Q2 | $27.7M | Buy |
462,313
+3,141
| +0.7% | +$188K | 0.04% | 469 |
|
|
2016
Q1 | $26.8M | Buy |
459,172
+9,701
| +2% | +$566K | 0.04% | 454 |
|
|
2015
Q4 | $23M | Buy |
449,471
+7,951
| +2% | +$406K | 0.03% | 499 |
|
|
2015
Q3 | $22.4M | Sell |
441,520
-3,820
| -0.9% | -$193K | 0.04% | 498 |
|
|
2015
Q2 | $20.2M | Buy |
445,340
+2,911
| +0.7% | +$132K | 0.03% | 576 |
|
|
2015
Q1 | $22.4M | Buy |
442,429
+16,633
| +4% | +$840K | 0.03% | 494 |
|
|
2014
Q4 | $22.8M | Buy |
425,796
+23,155
| +6% | +$1.24M | 0.04% | 478 |
|
|
2014
Q3 | $17.8M | Buy |
402,641
+3,622
| +0.9% | +$160K | 0.03% | 566 |
|
|
2014
Q2 | $18.9M | Buy |
399,019
+4,219
| +1% | +$199K | 0.03% | 551 |
|
|
2014
Q1 | $18M | Sell |
394,800
-2,225
| -0.6% | -$101K | 0.03% | 560 |
|
|
2013
Q4 | $16.8M | Sell |
397,025
-403
| -0.1% | -$17.1K | 0.03% | 586 |
|
|
2013
Q3 | $16.4M | Buy |
397,428
+1,316
| +0.3% | +$54.3K | 0.03% | 558 |
|
|
2013
Q2 | $16.6M | Buy |
+396,112
| New | +$16.6M | 0.04% | 506 |
|