SGCA
Steel Grove Capital Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
29,670
-278
| -0.9% | -$17.7K | 0.22% | 57 |
|
|
2025
Q1 | $1.86M | Buy |
29,948
+849
| +3% | +$52.7K | 0.28% | 48 |
|
|
2024
Q4 | $1.67M | Sell |
29,099
-1,126
| -4% | -$64.7K | 0.23% | 58 |
|
|
2024
Q3 | $2.04M | Buy |
+30,225
| New | +$2.04M | 0.29% | 41 |
|