Synergy Investment Management’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-68	Closed	-$4.22K	–	227
2025 Q1	$4.22K	Hold	68	–	–	﹤0.01%	474
2024 Q4	$3.9K	Buy	+68	New	+$3.9K	﹤0.01%	492