SageView Advisory Group’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 | $327K | Sell |
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|
2025
Q2 | $309K | Buy |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $230K | Sell |
|
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|
2024
Q3 | $292K | Sell |
|
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $450K | Sell |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $854K | Buy |
|