SAM
Synergy Asset Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
+41,351
| New | +$2.63M | 0.3% | 55 |
|
|
2025
Q1 | – | Sell |
-129
| Closed | -$8.81K | – | 290 |
|
|
2024
Q4 | $8.81K | Buy |
+129
| New | +$8.81K | ﹤0.01% | 494 |
|
|
2024
Q1 | – | Sell |
-50,114
| Closed | -$3.09M | – | 137 |
|
|
2023
Q4 | $3.09M | Sell |
50,114
-4,941
| -9% | -$305K | 0.55% | 56 |
|
|
2023
Q3 | $3.2M | Sell |
55,055
-17,379
| -24% | -$1.01M | 0.63% | 50 |
|
|
2023
Q2 | $5.14M | Buy |
+72,434
| New | +$5.14M | 1.27% | 29 |
|