San Luis Wealth Advisors’s Eversource Energy ES Stock Holding History

San Luis Wealth Advisors’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$714K	Hold
2025 Q2	$714K	Buy
2025 Q1	$692K	Buy
2022 Q2	–	Sell
2022 Q1	$147K	Buy
2020 Q4	$370K	Buy