Summit Securities Group’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 | $15.7K | Buy |
+247
| New | +$15.7K | ﹤0.01% | 660 |
|
|
2023
Q3 | – | Sell |
-456
| Closed | -$32K | – | 542 |
|
|
2023
Q2 | $32K | Sell |
456
-229
| -33% | -$16.1K | ﹤0.01% | 396 |
|
|
2023
Q1 | $54K | Buy |
685
+333
| +95% | +$26.3K | ﹤0.01% | 279 |
|
|
2022
Q4 | $30K | Sell |
352
-2,248
| -86% | -$192K | ﹤0.01% | 597 |
|
|
2022
Q3 | $203K | Buy |
2,600
+1,877
| +260% | +$147K | 0.02% | 263 |
|
|
2022
Q2 | $61K | Buy |
723
+482
| +200% | +$40.7K | 0.01% | 339 |
|
|
2022
Q1 | $21K | Buy |
+241
| New | +$21K | ﹤0.01% | 483 |
|
|
2017
Q2 | – | Sell |
-7,652
| Closed | -$450K | – | 234 |
|
|
2017
Q1 | $450K | Buy |
+7,652
| New | +$450K | 0.13% | 140 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$9K | – | 574 |
|
|
2014
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 393 |
|