Finivi Inc.’s Eversource Energy ES Stock Holding History

Finivi Inc.’s Portfolio ES Stock Details ES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$953K	Sell
2025 Q2	$1.26M	Sell
2025 Q1	$1.53M	Sell
2024 Q4	$1.42M	Buy
2024 Q3	$644K	Buy
2024 Q2	$536K	Buy
2024 Q1	$564K	Buy
2023 Q4	$482K	Buy
2021 Q4	$707K	Buy