Shelton Capital Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,504
| Closed | -$587K | – | 736 |
|
|
2023
Q1 | $587K | Buy |
+7,504
| New | +$593K | 0.02% | 282 |
|
|
2022
Q4 | – | Sell |
-7,470
| Closed | -$582K | – | 693 |
|
|
2022
Q3 | $582K | Sell |
7,470
-104
| -1% | -$9.17K | 0.03% | 284 |
|
|
2022
Q2 | $640K | Hold |
7,574
| – | – | 0.03% | 288 |
|
|
2022
Q1 | $668K | Hold |
7,574
| – | – | 0.02% | 313 |
|
|
2021
Q4 | $689K | Hold |
7,574
| – | – | 0.02% | 309 |
|
|
2021
Q3 | $619K | Hold |
7,574
| – | – | 0.02% | 319 |
|
|
2021
Q2 | $608K | Hold |
7,574
| – | – | 0.02% | 332 |
|
|
2021
Q1 | $656K | Hold |
7,574
| – | – | 0.02% | 329 |
|
|
2020
Q4 | $655K | Hold |
7,574
| – | – | 0.03% | 306 |
|
|
2020
Q3 | $633K | Hold |
7,574
| – | – | 0.03% | 400 |
|
|
2020
Q2 | $631K | Hold |
7,574
| – | – | 0.03% | 294 |
|
|
2020
Q1 | $592K | Hold |
7,574
| – | – | 0.04% | 264 |
|
|
2019
Q4 | $644K | Hold |
7,574
| – | – | 0.04% | 299 |
|
|
2019
Q3 | $647K | Sell |
7,574
-138
| -2% | -$11K | 0.04% | 289 |
|
|
2019
Q2 | $584K | Buy |
7,712
+7,165
| +1,310% | +$524K | 0.03% | 308 |
|
|
2019
Q1 | $7.71K | Sell |
547
-2,927
| -84% | -$202K | 0.03% | 471 |
|
|
2018
Q4 | $226K | Hold |
3,474
| – | – | 0.02% | 636 |
|
|
2018
Q3 | $213K | Hold |
3,474
| – | – | 0.01% | 817 |
|
|
2018
Q2 | $204K | Hold |
3,474
| – | – | 0.01% | 801 |
|
|
2018
Q1 | $205K | Hold |
3,474
| – | – | 0.01% | 774 |
|
|
2017
Q4 | $219K | Hold |
3,474
| – | – | 0.01% | 773 |
|
|
2017
Q3 | $210K | Hold |
3,474
| – | – | 0.01% | 771 |
|
|
2017
Q2 | $211K | Sell |
3,474
-616
| -15% | -$37.4K | 0.01% | 787 |
|
|
2017
Q1 | $240K | Sell |
4,090
-1,266
| -24% | -$72K | 0.02% | 702 |
|
|
2016
Q4 | $296K | Hold |
5,356
| – | – | 0.02% | 621 |
|
|
2016
Q3 | $290K | Buy |
5,356
+250
| +5% | +$14.1K | 0.02% | 587 |
|
|
2016
Q2 | $306K | Hold |
5,106
| – | – | 0.03% | 543 |
|
|
2016
Q1 | $298K | Hold |
5,106
| – | – | 0.03% | 567 |
|
|
2015
Q4 | $261K | Hold |
5,106
| – | – | 0.03% | 608 |
|
|
2015
Q3 | $258K | Buy |
5,106
+300
| +6% | +$14.5K | 0.03% | 596 |
|
|
2015
Q2 | $218K | Hold |
4,806
| – | – | 0.02% | 716 |
|
|
2015
Q1 | $243K | Buy |
+4,806
| New | +$253K | 0.03% | 694 |
|
Other funds holding ES
MAM
Shelton Capital Management's ES Position: Q2 2023 in Review
Shelton Capital Management sold out of Eversource Energy (ES) in Q2 2023, closing a stake of 7,504 shares — an estimated $587K sold.
Shelton Capital Management first reported a position in ES in Q1 2015 and held it in 32 quarters. The position peaked at $689K in Q4 2021. 853 funds tracked by Wall St. Rank hold ES as of Q2 2023.
- Shelton Capital Management reported no remaining Eversource Energy position as of Q2 2023 after selling out during the quarter.
- Shelton Capital Management sold 7,504 Eversource Energy shares in Q2 2023, an estimated $587K.
- Shelton Capital Management first reported a position in Eversource Energy in Q1 2015 and held it in 32 quarters.
- Shelton Capital Management's Eversource Energy position peaked at $689K in Q4 2021.
- 853 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2023.
Based on Shelton Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.