SF
ES icon

Summit Financial’s Eversource Energy ES Stock Holding History

Summit Financial’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,691
Closed -$477K – 260
2022
Q4 		$477K Sell
5,691
-5,025
-47% -$421K 0.04% 172
2022
Q3 		$835K Buy
+10,716
New +$835K 0.08% 123