Summit Global Investments’s Eversource Energy ES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,689
Closed -$333K 544
2023
Q2
$333K Buy
+4,689
New +$333K 0.02% 402
2020
Q2
Sell
-18,677
Closed -$1.46M 245
2020
Q1
$1.46M Buy
18,677
+198
+1% +$15.5K 0.21% 64
2019
Q4
$1.57M Buy
+18,479
New +$1.57M 0.17% 94