Principle Wealth Partners’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 | $1.13M | Buy |
17,798
+80
| +0.5% | +$5.09K | 0.07% | 148 |
|
|
2025
Q1 | $1.1M | Buy |
17,718
+4
| +0% | +$248 | 0.08% | 150 |
|
|
2024
Q4 | $1.02M | Buy |
17,714
+3
| +0% | +$172 | 0.07% | 153 |
|
|
2024
Q3 | $1.21M | Sell |
17,711
-76
| -0.4% | -$5.17K | 0.09% | 144 |
|
|
2024
Q2 | $1.01M | Sell |
17,787
-684
| -4% | -$38.8K | 0.08% | 157 |
|
|
2024
Q1 | $1.1M | Sell |
18,471
-109
| -0.6% | -$6.52K | 0.09% | 153 |
|
|
2023
Q4 | $1.15M | Sell |
18,580
-66
| -0.4% | -$4.07K | 0.1% | 143 |
|
|
2023
Q3 | $1.08M | Buy |
18,646
+3
| +0% | +$174 | 0.11% | 141 |
|
|
2023
Q2 | $1.32M | Buy |
18,643
+309
| +2% | +$21.9K | 0.13% | 124 |
|
|
2023
Q1 | $1.43M | Sell |
18,334
-134
| -0.7% | -$10.5K | 0.15% | 116 |
|
|
2022
Q4 | $1.55M | Buy |
18,468
+696
| +4% | +$58.4K | 0.18% | 106 |
|
|
2022
Q3 | $1.39K | Buy |
17,772
+242
| +1% | +$19 | 0.13% | 100 |
|
|
2022
Q2 | $1.48M | Buy |
17,530
+448
| +3% | +$37.8K | 0.18% | 103 |
|
|
2022
Q1 | $1.51M | Hold |
17,082
| – | – | 0.16% | 108 |
|
|
2021
Q4 | $1.55M | Hold |
17,082
| – | – | 0.16% | 103 |
|
|
2021
Q3 | $1.4M | Sell |
17,082
-640
| -4% | -$52.3K | 0.16% | 109 |
|
|
2021
Q2 | $1.42M | Sell |
17,722
-34
| -0.2% | -$2.73K | 0.16% | 109 |
|
|
2021
Q1 | $1.54M | Sell |
17,756
-167
| -0.9% | -$14.5K | 0.18% | 102 |
|
|
2020
Q4 | $1.55M | Buy |
+17,923
| New | +$1.55M | 0.2% | 93 |
|
|
2020
Q3 | – | Sell |
-3,701
| Closed | -$308K | – | 244 |
|
|
2020
Q2 | $308K | Buy |
3,701
+13
| +0.4% | +$1.08K | 0.09% | 114 |
|
|
2020
Q1 | $288K | Buy |
3,688
+14
| +0.4% | +$1.09K | 0.11% | 112 |
|
|
2019
Q4 | $313K | Buy |
3,674
+12
| +0.3% | +$1.02K | 0.1% | 123 |
|
|
2019
Q3 | $313K | Buy |
+3,662
| New | +$313K | 0.11% | 121 |
|