Steward Partners Investment Advisory’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Sell |
14,599
-245
| -2% | -$17.3K | 0.01% | 1162 |
|
|
2025
Q4 | $999K | Sell |
14,844
-4,108
| -22% | -$288K | 0.01% | 1069 |
|
|
2025
Q3 | $1.35M | Buy |
18,952
+758
| +4% | +$49.7K | 0.01% | 924 |
|
|
2025
Q2 | $1.16M | Sell |
18,194
-796
| -4% | -$49.1K | 0.01% | 934 |
|
|
2025
Q1 | $1.18M | Buy |
18,990
+439
| +2% | +$26.2K | 0.01% | 854 |
|
|
2024
Q4 | $1.07M | Sell |
18,551
-3,153
| -15% | -$197K | 0.01% | 851 |
|
|
2024
Q3 | $1.48M | Buy |
21,704
+35
| +0.2% | +$2.26K | 0.01% | 731 |
|
|
2024
Q2 | $1.23M | Buy |
21,669
+5,804
| +37% | +$344K | 0.01% | 741 |
|
|
2024
Q1 | $948K | Sell |
15,865
-12,275
| -44% | -$706K | 0.01% | 812 |
|
|
2023
Q4 | $1.74M | Sell |
28,140
-2,952
| -9% | -$170K | 0.02% | 541 |
|
|
2023
Q3 | $1.81M | Buy |
31,092
+384
| +1% | +$25.6K | 0.03% | 498 |
|
|
2023
Q2 | $2.18M | Buy |
30,708
+1,789
| +6% | +$133K | 0.03% | 460 |
|
|
2023
Q1 | $2.26M | Buy |
28,919
+817
| +3% | +$64.5K | 0.04% | 437 |
|
|
2022
Q4 | $2.36M | Buy |
28,102
+911
| +3% | +$72.3K | 0.04% | 417 |
|
|
2022
Q3 | $2.12M | Buy |
27,191
+85
| +0.3% | +$7.49K | 0.04% | 409 |
|
|
2022
Q2 | $2.29M | Buy |
27,106
+629
| +2% | +$55.9K | 0.04% | 395 |
|
|
2022
Q1 | $2.33M | Buy |
26,477
+790
| +3% | +$67.6K | 0.04% | 431 |
|
|
2021
Q4 | $2.34M | Buy |
25,687
+387
| +2% | +$33.3K | 0.04% | 450 |
|
|
2021
Q3 | $2.07M | Buy |
25,300
+1,839
| +8% | +$160K | 0.04% | 450 |
|
|
2021
Q2 | $1.88M | Sell |
23,461
-3,012
| -11% | -$254K | 0.03% | 462 |
|
|
2021
Q1 | $2.29M | Buy |
26,473
+3,422
| +15% | +$290K | 0.04% | 399 |
|
|
2020
Q4 | $1.99M | Sell |
23,051
-683
| -3% | -$60.8K | 0.04% | 370 |
|
|
2020
Q3 | $1.98M | Buy |
23,734
+1,867
| +9% | +$160K | 0.05% | 327 |
|
|
2020
Q2 | $1.82M | Buy |
21,867
+2,764
| +14% | +$229K | 0.05% | 325 |
|
|
2020
Q1 | $1.49M | Sell |
19,103
-669
| -3% | -$58.7K | 0.05% | 309 |
|
|
2019
Q4 | $1.68M | Buy |
19,772
+293
| +2% | +$24.4K | 0.05% | 332 |
|
|
2019
Q3 | $1.66M | Buy |
19,479
+192
| +1% | +$15.3K | 0.06% | 305 |
|
|
2019
Q2 | $1.46M | Buy |
19,287
+3,159
| +20% | +$231K | 0.05% | 312 |
|
|
2019
Q1 | $1.14M | Buy |
16,128
+1,150
| +8% | +$79.2K | 0.05% | 330 |
|
|
2018
Q4 | $974K | Sell |
14,978
-413
| -3% | -$26.9K | 0.05% | 338 |
|
|
2018
Q3 | $946K | Buy |
15,391
+830
| +6% | +$50.8K | 0.05% | 357 |
|
|
2018
Q2 | $853K | Buy |
14,561
+2,567
| +21% | +$148K | 0.05% | 327 |
|
|
2018
Q1 | $706K | Buy |
11,994
+274
| +2% | +$16.2K | 0.05% | 338 |
|
|
2017
Q4 | $740K | Sell |
11,720
-138
| -1% | -$8.72K | 0.06% | 283 |
|
|
2017
Q3 | $716K | Buy |
11,858
+721
| +6% | +$44.5K | 0.07% | 241 |
|
|
2017
Q2 | $676K | Buy |
11,137
+8,738
| +364% | +$531K | 0.08% | 231 |
|
|
2017
Q1 | $141K | Buy |
2,399
+173
| +8% | +$9.84K | 0.02% | 379 |
|
|
2016
Q4 | $122K | Buy |
+2,226
| New | +$119K | 0.06% | 232 |
|
Other funds holding ES
VCM
VPM
MAM
