Summit Trail Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.24M | Buy |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $729K | Buy |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $37K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $35K | Buy |
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