SVB Wealth’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
Q2 | – | Sell |
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|
2025
Q1 | $153K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $219K | Sell |
|
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|
2023
Q4 | $261K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $378K | Sell |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $449K | Buy |
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|
2019
Q3 | $424K | Sell |
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|
2019
Q2 | $387K | Buy |
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|
2019
Q1 | $360K | Buy |
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|
2018
Q4 | $321K | Sell |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $295K | Sell |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $356K | Buy |
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|
2017
Q3 | $244K | Buy |
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|
2017
Q2 | $236K | Hold |
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|
2017
Q1 | $229K | Buy |
|
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $268K | Buy |
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|
2016
Q2 | $204K | Buy |
|
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $639K | Sell |
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|
2015
Q3 | $648K | Buy |
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|
2015
Q2 | $408K | Sell |
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|
2015
Q1 | $479K | Hold |
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|
2014
Q4 | $508K | Buy |
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