Retirement Planning Company of New England’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 | $272K | Buy |
4,278
+88
| +2% | +$5.6K | 0.12% | 187 |
|
|
2025
Q1 | $260K | Buy |
4,190
+223
| +6% | +$13.9K | 0.13% | 191 |
|
|
2024
Q4 | $228K | Buy |
+3,967
| New | +$228K | 0.11% | 207 |
|
|
2022
Q2 | – | Sell |
-2,283
| Closed | -$201K | – | 218 |
|
|
2022
Q1 | $201K | Buy |
2,283
+10
| +0.4% | +$880 | 0.11% | 218 |
|
|
2021
Q4 | $206K | Buy |
+2,273
| New | +$206K | 0.1% | 213 |
|