Synergy Asset Management’s Eversource Energy ES Stock Holding History

Synergy Asset Management’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.63M	Buy
2025 Q1	–	Sell
2024 Q4	$8.81K	Buy
2024 Q1	–	Sell
2023 Q4	$3.09M	Sell
2023 Q3	$3.2M	Sell
2023 Q2	$5.14M	Buy