Stoneridge Investment Partners’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	–	Sell	-4,522	Closed	-$281K	–	140
2025 Q1	$281K	Sell	4,522 -23,612	-84%	-$1.47M	0.24%	71
2024 Q4	$1.62M	Buy	+28,134	New	+$1.62M	0.58%	53