Stifel Financial’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 | $31M | Buy |
487,921
+23,519
| +5% | +$1.5M | 0.03% | 459 |
|
|
2025
Q1 | $28.8M | Buy |
464,402
+225,299
| +94% | +$14M | 0.03% | 447 |
|
|
2024
Q4 | $13.7M | Sell |
239,103
-8,854
| -4% | -$508K | 0.01% | 725 |
|
|
2024
Q3 | $16.9M | Sell |
247,957
-9,125
| -4% | -$621K | 0.02% | 650 |
|
|
2024
Q2 | $14.6M | Sell |
257,082
-9,085
| -3% | -$515K | 0.02% | 665 |
|
|
2024
Q1 | $15.9M | Sell |
266,167
-30,731
| -10% | -$1.84M | 0.02% | 634 |
|
|
2023
Q4 | $18.3M | Sell |
296,898
-49,851
| -14% | -$3.08M | 0.02% | 541 |
|
|
2023
Q3 | $20.2M | Sell |
346,749
-34,300
| -9% | -$1.99M | 0.03% | 464 |
|
|
2023
Q2 | $27M | Buy |
381,049
+3,793
| +1% | +$269K | 0.04% | 386 |
|
|
2023
Q1 | $29.5M | Sell |
377,256
-745
| -0.2% | -$58.3K | 0.04% | 361 |
|
|
2022
Q4 | $31.7M | Buy |
378,001
+158
| +0% | +$13.2K | 0.05% | 334 |
|
|
2022
Q3 | $29.5M | Sell |
377,843
-596
| -0.2% | -$46.5K | 0.05% | 325 |
|
|
2022
Q2 | $32M | Buy |
378,439
+1,310
| +0.3% | +$111K | 0.05% | 318 |
|
|
2022
Q1 | $33.3M | Buy |
377,129
+5,289
| +1% | +$466K | 0.05% | 343 |
|
|
2021
Q4 | $33.8M | Buy |
371,840
+11,383
| +3% | +$1.04M | 0.04% | 342 |
|
|
2021
Q3 | $29.5M | Buy |
360,457
+19,420
| +6% | +$1.59M | 0.04% | 355 |
|
|
2021
Q2 | $27.4M | Sell |
341,037
-32,276
| -9% | -$2.59M | 0.04% | 366 |
|
|
2021
Q1 | $32.3M | Sell |
373,313
-48,795
| -12% | -$4.23M | 0.05% | 297 |
|
|
2020
Q4 | $36.5M | Buy |
422,108
+633
| +0.2% | +$54.8K | 0.07% | 268 |
|
|
2020
Q3 | $35.2M | Sell |
421,475
-6,817
| -2% | -$570K | 0.07% | 248 |
|
|
2020
Q2 | $35.7M | Sell |
428,292
-12,574
| -3% | -$1.05M | 0.08% | 223 |
|
|
2020
Q1 | $34.5M | Sell |
440,866
-11,812
| -3% | -$924K | 0.1% | 206 |
|
|
2019
Q4 | $38.5M | Sell |
452,678
-35,746
| -7% | -$3.04M | 0.08% | 243 |
|
|
2019
Q3 | $41.7M | Buy |
488,424
+7,153
| +1% | +$611K | 0.11% | 200 |
|
|
2019
Q2 | $36.5M | Buy |
481,271
+123,955
| +35% | +$9.39M | 0.09% | 217 |
|
|
2019
Q1 | $25.3M | Buy |
357,316
+34,328
| +11% | +$2.43M | 0.07% | 261 |
|
|
2018
Q4 | $21M | Buy |
322,988
+21,182
| +7% | +$1.38M | 0.07% | 271 |
|
|
2018
Q3 | $18.5M | Sell |
301,806
-20,003
| -6% | -$1.23M | 0.05% | 329 |
|
|
2018
Q2 | $18.9M | Sell |
321,809
-13,319
| -4% | -$781K | 0.06% | 319 |
|
|
2018
Q1 | $19.7M | Sell |
335,128
-22,946
| -6% | -$1.35M | 0.06% | 306 |
|
|
2017
Q4 | $22.6M | Sell |
358,074
-12,800
| -3% | -$809K | 0.07% | 280 |
|
|
2017
Q3 | $22.4M | Sell |
370,874
-3,732
| -1% | -$226K | 0.08% | 261 |
|
|
2017
Q2 | $22.7M | Sell |
374,606
-77,546
| -17% | -$4.71M | 0.08% | 247 |
|
|
2017
Q1 | $26.5M | Buy |
452,152
+6,728
| +2% | +$395K | 0.1% | 210 |
|
|
2016
Q4 | $24.5M | Sell |
445,424
-24,437
| -5% | -$1.34M | 0.1% | 212 |
|
|
2016
Q3 | $25.4M | Sell |
469,861
-85
| -0% | -$4.59K | 0.11% | 196 |
|
|
2016
Q2 | $28.2M | Buy |
+469,946
| New | +$28.2M | 0.13% | 167 |
|
|
2016
Q1 | – | Sell |
-479,414
| Closed | -$24.5M | – | 2278 |
|
|
2015
Q4 | $24.5M | Sell |
479,414
-40,141
| -8% | -$2.05M | 0.13% | 181 |
|
|
2015
Q3 | $26.3M | Sell |
519,555
-65,855
| -11% | -$3.33M | 0.15% | 166 |
|
|
2015
Q2 | $26.5M | Sell |
585,410
-39,936
| -6% | -$1.81M | 0.14% | 174 |
|
|
2015
Q1 | $31.6M | Sell |
625,346
-179,662
| -22% | -$9.07M | 0.17% | 151 |
|
|
2014
Q4 | $43.1M | Buy |
805,008
+697,813
| +651% | +$37.3M | 0.24% | 100 |
|
|
2014
Q3 | $4.75M | Buy |
107,195
+1,488
| +1% | +$65.9K | 0.04% | 477 |
|
|
2014
Q2 | $5M | Buy |
105,707
+90,646
| +602% | +$4.29M | 0.04% | 458 |
|
|
2014
Q1 | $685K | Buy |
+15,061
| New | +$685K | 0.01% | 1252 |
|