Simon Quick Advisors’s Eversource Energy ES Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Buy	5,244 +1,416	+37%	+$90.1K	0.01%	577
2025 Q1	$238K	Buy	+3,828	New	+$238K	0.01%	502
2020 Q1	–	Sell	-67	Closed	-$6K	–	544
2019 Q4	$6K	Buy	+67	New	+$6K	﹤0.01%	461