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Tortoise Investment Management’s Eversource Energy ES Stock Holding History

Tortoise Investment Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$66K Buy
1,037
+47
+5% +$2.99K 0.01% 348
2025
Q1 		$61.5K Hold
990
– – 0.01% 345
2024
Q4 		$56.9K Hold
990
– – 0.01% 402
2024
Q3 		$67.4K Hold
990
– – 0.01% 365
2024
Q2 		$56.1K Sell
990
-39
-4% -$2.21K 0.01% 375
2024
Q1 		$61.5K Buy
1,029
+344
+50% +$20.6K 0.01% 361
2023
Q4 		$42.3K Hold
685
– – 0.01% 378
2023
Q3 		$39.8K Hold
685
– – 0.01% 368
2023
Q2 		$48.6K Hold
685
– – 0.01% 350
2023
Q1 		$53.6K Hold
685
– – 0.01% 329
2022
Q4 		$57.4K Hold
685
– – 0.01% 316
2022
Q3 		$53K Buy
685
+141
+26% +$10.9K 0.01% 305
2022
Q2 		$46K Hold
544
– – 0.01% 311
2022
Q1 		$48K Sell
544
-17
-3% -$1.5K 0.01% 308
2021
Q4 		$51K Buy
561
+76
+16% +$6.91K 0.01% 293
2021
Q3 		$40K Hold
485
– – 0.01% 300
2021
Q2 		$39K Sell
485
-1,312
-73% -$106K 0.01% 298
2021
Q1 		$156K Hold
1,797
– – 0.03% 168
2020
Q4 		$155K Sell
1,797
-118
-6% -$10.2K 0.04% 160
2020
Q3 		$160K Hold
1,915
– – 0.04% 151
2020
Q2 		$159K Buy
1,915
+341
+22% +$28.3K 0.04% 149
2020
Q1 		$123K Hold
1,574
– – 0.04% 156
2019
Q4 		$134K Hold
1,574
– – 0.03% 168
2019
Q3 		$135K Hold
1,574
– – 0.03% 165
2019
Q2 		$119K Hold
1,574
– – 0.03% 179
2019
Q1 		$112K Hold
1,574
– – 0.03% 181
2018
Q4 		$102K Hold
1,574
– – 0.03% 180
2018
Q3 		$97K Hold
1,574
– – 0.03% 190
2018
Q2 		$92K Hold
1,574
– – 0.03% 191
2018
Q1 		$93K Sell
1,574
-649
-29% -$38.3K 0.03% 184
2017
Q4 		$140K Hold
2,223
– – 0.04% 159
2017
Q3 		$134K Hold
2,223
– – 0.04% 151
2017
Q2 		$135K Sell
2,223
-125
-5% -$7.59K 0.04% 137
2017
Q1 		$138K Sell
2,348
-48
-2% -$2.82K 0.05% 128
2016
Q4 		$132K Buy
2,396
+48
+2% +$2.64K 0.05% 129
2016
Q3 		$127K Sell
2,348
-347
-13% -$18.8K 0.04% 117
2016
Q2 		$161K Buy
2,695
+1,121
+71% +$67K 0.06% 111
2016
Q1 		$92K Hold
1,574
– – 0.03% 147
2015
Q4 		$80K Hold
1,574
– – 0.03% 169
2015
Q3 		$80K Hold
1,574
– – 0.03% 165
2015
Q2 		$71K Hold
1,574
– – 0.03% 184
2015
Q1 		$80K Hold
1,574
– – 0.03% 176
2014
Q4 		$84K Hold
1,574
– – 0.03% 172
2014
Q3 		$70K Hold
1,574
– – 0.03% 182
2014
Q2 		$74K Buy
1,574
+262
+20% +$12.3K 0.03% 181
2014
Q1 		$60K Sell
1,312
-731
-36% -$33.4K 0.03% 177
2013
Q4 		$87K Buy
2,043
+731
+56% +$31.1K 0.05% 145
2013
Q3 		$54K Hold
1,312
– – 0.03% 144
2013
Q2 		$55K Buy
+1,312
New +$55K 0.04% 138