Soltis Investment Advisors’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	$5.68M	Buy	89,247 +7,203	+9%	+$458K	0.45%	59
2025 Q1	$5.1M	Buy	82,044 +9,443	+13%	+$587K	0.46%	62
2024 Q4	$4.17M	Buy	72,601 +19,465	+37%	+$1.12M	0.39%	70
2024 Q3	$3.62M	Buy	+53,136	New	+$3.62M	0.35%	83