SRH Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-75
| Closed | -$4.25K | – | 288 |
|
|
2024
Q2 | $4.25K | Hold |
75
| – | – | ﹤0.01% | 254 |
|
|
2024
Q1 | $4.48K | Hold |
75
| – | – | ﹤0.01% | 263 |
|
|
2023
Q4 | $4.63K | Hold |
75
| – | – | ﹤0.01% | 256 |
|
|
2023
Q3 | $4.36K | Hold |
75
| – | – | ﹤0.01% | 249 |
|
|
2023
Q2 | $5.87K | Hold |
75
| – | – | ﹤0.01% | 235 |
|
|
2023
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $6K | Hold |
75
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $6K | Hold |
75
| – | – | 0.01% | 235 |
|
|
2022
Q1 | $7K | Hold |
75
| – | – | 0.01% | 238 |
|
|
2021
Q4 | $7K | Hold |
75
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $6K | Hold |
75
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $6K | Hold |
75
| – | – | 0.01% | 244 |
|
|
2021
Q1 | $6K | Hold |
75
| – | – | 0.01% | 235 |
|
|
2020
Q4 | $6K | Hold |
75
| – | – | 0.01% | 232 |
|
|
2020
Q3 | $6K | Hold |
75
| – | – | 0.01% | 213 |
|
|
2020
Q2 | $6K | Sell |
75
-75
| -50% | -$6.21K | 0.01% | 197 |
|
|
2020
Q1 | $12K | Hold |
150
| – | – | 0.03% | 142 |
|
|
2019
Q4 | $13K | Hold |
150
| – | – | 0.04% | 148 |
|
|
2019
Q3 | $13K | Hold |
150
| – | – | 0.04% | 147 |
|
|
2019
Q2 | $11K | Hold |
150
| – | – | 0.04% | 161 |
|
|
2019
Q1 | $11K | Hold |
150
| – | – | 0.04% | 146 |
|
|
2018
Q4 | $10K | Hold |
150
| – | – | 0.04% | 152 |
|
|
2018
Q3 | $9K | Hold |
150
| – | – | 0.03% | 178 |
|
|
2018
Q2 | $9K | Hold |
150
| – | – | 0.03% | 168 |
|
|
2018
Q1 | $9K | Hold |
150
| – | – | 0.04% | 149 |
|
|
2017
Q4 | $9K | Hold |
150
| – | – | 0.04% | 142 |
|
|
2017
Q3 | $9K | Hold |
150
| – | – | 0.04% | 143 |
|
|
2017
Q2 | $9K | Hold |
150
| – | – | 0.04% | 121 |
|
|
2017
Q1 | $9K | Hold |
150
| – | – | 0.04% | 123 |
|
|
2016
Q4 | $8K | Hold |
150
| – | – | 0.04% | 126 |
|
|
2016
Q3 | $8K | Hold |
150
| – | – | 0.04% | 120 |
|
|
2016
Q2 | $9K | Hold |
150
| – | – | 0.05% | 114 |
|
|
2016
Q1 | $9K | Hold |
150
| – | – | 0.05% | 112 |
|
|
2015
Q4 | $8K | Hold |
150
| – | – | 0.05% | 114 |
|
|
2015
Q3 | $8K | Hold |
150
| – | – | 0.05% | 112 |
|
|
2015
Q2 | $7K | Hold |
150
| – | – | 0.04% | 122 |
|
|
2015
Q1 | $8K | Hold |
150
| – | – | 0.05% | 109 |
|
|
2014
Q4 | $8K | Hold |
150
| – | – | 0.05% | 110 |
|
|
2014
Q3 | $7K | Hold |
150
| – | – | 0.05% | 110 |
|
|
2014
Q2 | $7K | Hold |
150
| – | – | 0.06% | 110 |
|
|
2014
Q1 | $7K | Hold |
150
| – | – | 0.06% | 108 |
|
|
2013
Q4 | $6K | Buy |
+150
| New | +$6.3K | 0.06% | 112 |
|
Other funds holding ES
N
MAM
SRH Advisors's ES Position: Q3 2024 in Review
SRH Advisors sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 75 shares — an estimated $4.25K sold.
SRH Advisors first reported a position in ES in Q4 2013 and held it in 43 quarters. The position peaked at $13K in Q4 2019. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.
- SRH Advisors reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
- SRH Advisors sold 75 Eversource Energy shares in Q3 2024, an estimated $4.25K.
- SRH Advisors first reported a position in Eversource Energy in Q4 2013 and held it in 43 quarters.
- SRH Advisors's Eversource Energy position peaked at $13K in Q4 2019.
- 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.
Based on SRH Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.