Sustainable Insight Capital Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,900
| Closed | -$1.08M | – | 107 |
|
|
2022
Q4 | $1.08M | Buy |
12,900
+200
| +2% | +$16.8K | 1.22% | 24 |
|
|
2022
Q3 | $990K | Buy |
12,700
+400
| +3% | +$31.2K | 1.16% | 22 |
|
|
2022
Q2 | $1.04M | Buy |
+12,300
| New | +$1.04M | 1.03% | 31 |
|
|
2022
Q1 | – | Sell |
-6,880
| Closed | -$626K | – | 125 |
|
|
2021
Q4 | $626K | Sell |
6,880
-9,359
| -58% | -$852K | 0.34% | 41 |
|
|
2021
Q3 | $1.33M | Buy |
16,239
+4,956
| +44% | +$405K | 0.85% | 29 |
|
|
2021
Q2 | $905K | Sell |
11,283
-5,689
| -34% | -$456K | 0.54% | 35 |
|
|
2021
Q1 | $1.47M | Buy |
16,972
+9,494
| +127% | +$822K | 0.98% | 30 |
|
|
2020
Q4 | $647K | Buy |
+7,478
| New | +$647K | 0.44% | 41 |
|
|
2020
Q1 | $1.18M | Sell |
15,077
-18,323
| -55% | -$1.43M | 1.65% | 22 |
|
|
2019
Q4 | $2.84M | Sell |
33,400
-4,700
| -12% | -$400K | 2.93% | 23 |
|
|
2019
Q3 | $3.26M | Buy |
+38,100
| New | +$3.26M | 3.73% | 21 |
|