U.S. Capital Wealth Advisors’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 | $10.6M | Buy |
166,616
+8,722
| +6% | +$555K | 0.31% | 78 |
|
|
2025
Q1 | $9.81M | Buy |
157,894
+11,322
| +8% | +$703K | 0.3% | 80 |
|
|
2024
Q4 | $8.42M | Buy |
146,572
+2,037
| +1% | +$117K | 0.26% | 82 |
|
|
2024
Q3 | $9.84M | Buy |
144,535
+1,621
| +1% | +$110K | 0.35% | 70 |
|
|
2024
Q2 | $8.1M | Buy |
142,914
+15,382
| +12% | +$872K | 0.31% | 70 |
|
|
2024
Q1 | $7.62M | Buy |
127,532
+20,399
| +19% | +$1.22M | 0.29% | 79 |
|
|
2023
Q4 | $6.61M | Sell |
107,133
-8,928
| -8% | -$551K | 0.26% | 95 |
|
|
2023
Q3 | $6.75M | Buy |
116,061
+8,262
| +8% | +$480K | 0.3% | 77 |
|
|
2023
Q2 | $7.65M | Buy |
107,799
+6,529
| +6% | +$463K | 0.36% | 67 |
|
|
2023
Q1 | $7.93M | Buy |
101,270
+8,636
| +9% | +$676K | 0.37% | 60 |
|
|
2022
Q4 | $7.77M | Buy |
92,634
+2,607
| +3% | +$219K | 0.36% | 56 |
|
|
2022
Q3 | $7.02M | Sell |
90,027
-49,934
| -36% | -$3.89M | 0.36% | 58 |
|
|
2022
Q2 | $11.8M | Buy |
139,961
+4,425
| +3% | +$374K | 0.52% | 34 |
|
|
2022
Q1 | $12M | Buy |
135,536
+18,109
| +15% | +$1.6M | 0.44% | 42 |
|
|
2021
Q4 | $10.7M | Buy |
117,427
+883
| +0.8% | +$80.3K | 0.42% | 52 |
|
|
2021
Q3 | $9.53M | Buy |
+116,544
| New | +$9.53M | 0.41% | 56 |
|