Savant Capital’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
24,659
+13,652
| +124% | +$965K | 0.01% | 461 |
|
|
2025
Q4 | $741K | Buy |
11,007
+1,436
| +15% | +$101K | ﹤0.01% | 679 |
|
|
2025
Q3 | $681K | Sell |
9,571
-552
| -5% | -$36.2K | ﹤0.01% | 689 |
|
|
2025
Q2 | $644K | Buy |
10,123
+1,551
| +18% | +$95.6K | ﹤0.01% | 660 |
|
|
2025
Q1 | $532K | Sell |
8,572
-3,630
| -30% | -$217K | ﹤0.01% | 657 |
|
|
2024
Q4 | $701K | Buy |
12,202
+347
| +3% | +$21.6K | 0.01% | 780 |
|
|
2024
Q3 | $807K | Sell |
11,855
-1,664
| -12% | -$108K | 0.01% | 716 |
|
|
2024
Q2 | $767K | Buy |
13,519
+7,879
| +140% | +$467K | 0.01% | 669 |
|
|
2024
Q1 | $337K | Buy |
5,640
+785
| +16% | +$45.1K | ﹤0.01% | 865 |
|
|
2023
Q4 | $300K | Buy |
4,855
+71
| +1% | +$4.09K | ﹤0.01% | 703 |
|
|
2023
Q3 | $278K | Buy |
4,784
+316
| +7% | +$21.1K | ﹤0.01% | 674 |
|
|
2023
Q2 | $317K | Sell |
4,468
-756
| -14% | -$56.3K | 0.01% | 635 |
|
|
2023
Q1 | $409K | Buy |
5,224
+210
| +4% | +$16.6K | 0.01% | 510 |
|
|
2022
Q4 | $420K | Buy |
5,014
+117
| +2% | +$9.28K | 0.01% | 390 |
|
|
2022
Q3 | $382K | Buy |
4,897
+231
| +5% | +$20.4K | 0.01% | 374 |
|
|
2022
Q2 | $394K | Sell |
4,666
-876
| -16% | -$77.8K | 0.01% | 382 |
|
|
2022
Q1 | $489K | Sell |
5,542
-28
| -0.5% | -$2.4K | 0.02% | 361 |
|
|
2021
Q4 | $507K | Buy |
5,570
+197
| +4% | +$16.9K | 0.02% | 351 |
|
|
2021
Q3 | $439K | Buy |
5,373
+931
| +21% | +$80.8K | 0.02% | 352 |
|
|
2021
Q2 | $356K | Sell |
4,442
-62
| -1% | -$5.22K | 0.01% | 374 |
|
|
2021
Q1 | $390K | Sell |
4,504
-192
| -4% | -$16.3K | 0.02% | 324 |
|
|
2020
Q4 | $406K | Sell |
4,696
-66
| -1% | -$5.88K | 0.02% | 307 |
|
|
2020
Q3 | $398K | Sell |
4,762
-66
| -1% | -$5.65K | 0.03% | 287 |
|
|
2020
Q2 | $402K | Buy |
4,828
+112
| +2% | +$9.28K | 0.03% | 277 |
|
|
2020
Q1 | $369K | Buy |
+4,716
| New | +$414K | 0.04% | 259 |
|
|
2015
Q1 | – | Sell |
-4,613
| Closed | -$247K | – | 211 |
|
|
2014
Q4 | $247K | Hold |
4,613
| – | – | 0.09% | 185 |
|
|
2014
Q3 | $204K | Sell |
4,613
-95
| -2% | -$4.27K | 0.09% | 195 |
|
|
2014
Q2 | $223K | Buy |
4,708
+53
| +1% | +$2.43K | 0.1% | 173 |
|
|
2014
Q1 | $212K | Buy |
+4,655
| New | +$203K | 0.1% | 166 |
|
|
2013
Q4 | – | Sell |
-5,909
| Closed | -$244K | – | 165 |
|
|
2013
Q3 | $244K | Buy |
+5,909
| New | +$250K | 0.13% | 128 |
|
Other funds holding ES
VCM
VPM
MAM
