Savant Capital’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 | $882K | Buy |
13,869
+1,692
| +14% | +$108K | 0.01% | 853 |
|
|
2025
Q1 | $756K | Sell |
12,177
-25
| -0.2% | -$1.55K | 0.01% | 850 |
|
|
2024
Q4 | $701K | Buy |
12,202
+347
| +3% | +$19.9K | 0.01% | 778 |
|
|
2024
Q3 | $807K | Sell |
11,855
-1,664
| -12% | -$113K | 0.01% | 715 |
|
|
2024
Q2 | $767K | Buy |
13,519
+7,879
| +140% | +$447K | 0.01% | 668 |
|
|
2024
Q1 | $337K | Buy |
5,640
+785
| +16% | +$46.9K | ﹤0.01% | 864 |
|
|
2023
Q4 | $300K | Buy |
4,855
+71
| +1% | +$4.38K | ﹤0.01% | 702 |
|
|
2023
Q3 | $278K | Buy |
4,784
+316
| +7% | +$18.4K | ﹤0.01% | 673 |
|
|
2023
Q2 | $317K | Sell |
4,468
-756
| -14% | -$53.6K | 0.01% | 635 |
|
|
2023
Q1 | $409K | Buy |
5,224
+210
| +4% | +$16.4K | 0.01% | 510 |
|
|
2022
Q4 | $420K | Buy |
5,014
+117
| +2% | +$9.81K | 0.01% | 390 |
|
|
2022
Q3 | $382K | Buy |
4,897
+231
| +5% | +$18K | 0.01% | 373 |
|
|
2022
Q2 | $394K | Sell |
4,666
-876
| -16% | -$74K | 0.01% | 382 |
|
|
2022
Q1 | $489K | Sell |
5,542
-28
| -0.5% | -$2.47K | 0.02% | 361 |
|
|
2021
Q4 | $507K | Buy |
5,570
+197
| +4% | +$17.9K | 0.02% | 351 |
|
|
2021
Q3 | $439K | Buy |
5,373
+931
| +21% | +$76.1K | 0.02% | 352 |
|
|
2021
Q2 | $356K | Sell |
4,442
-62
| -1% | -$4.97K | 0.01% | 374 |
|
|
2021
Q1 | $390K | Sell |
4,504
-192
| -4% | -$16.6K | 0.02% | 324 |
|
|
2020
Q4 | $406K | Sell |
4,696
-66
| -1% | -$5.71K | 0.02% | 307 |
|
|
2020
Q3 | $398K | Sell |
4,762
-66
| -1% | -$5.52K | 0.03% | 287 |
|
|
2020
Q2 | $402K | Buy |
4,828
+112
| +2% | +$9.33K | 0.03% | 277 |
|
|
2020
Q1 | $369K | Buy |
+4,716
| New | +$369K | 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% | -$4.2K | 0.09% | 195 |
|
|
2014
Q2 | $223K | Buy |
4,708
+53
| +1% | +$2.51K | 0.1% | 173 |
|
|
2014
Q1 | $212K | Buy |
+4,655
| New | +$212K | 0.1% | 166 |
|
|
2013
Q4 | – | Sell |
-5,909
| Closed | -$244K | – | 165 |
|
|
2013
Q3 | $244K | Buy |
+5,909
| New | +$244K | 0.13% | 128 |
|