UMB Bank’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $128K | Buy |
1,851
+22
| +1% | +$1.55K | ﹤0.01% | 857 |
|
|
2025
Q4 | $123K | Buy |
1,829
+345
| +23% | +$24.2K | ﹤0.01% | 857 |
|
|
2025
Q3 | $106K | Buy |
1,484
+194
| +15% | +$12.7K | ﹤0.01% | 839 |
|
|
2025
Q2 | $82.1K | Buy |
1,290
+643
| +99% | +$39.6K | ﹤0.01% | 911 |
|
|
2025
Q1 | $40.2K | Sell |
647
-63
| -9% | -$3.76K | ﹤0.01% | 1141 |
|
|
2024
Q4 | $40.8K | Buy |
710
+197
| +38% | +$12.3K | ﹤0.01% | 992 |
|
|
2024
Q3 | $34.9K | Buy |
513
+198
| +63% | +$12.8K | ﹤0.01% | 990 |
|
|
2024
Q2 | $17.9K | Sell |
315
-86
| -21% | -$5.1K | ﹤0.01% | 1101 |
|
|
2024
Q1 | $24K | Buy |
401
+170
| +74% | +$9.77K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $14.3K | Sell |
231
-411
| -64% | -$23.7K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $37.3K | Buy |
642
+364
| +131% | +$24.3K | ﹤0.01% | 899 |
|
|
2023
Q2 | $19.7K | Sell |
278
-18
| -6% | -$1.34K | ﹤0.01% | 1103 |
|
|
2023
Q1 | $23.2K | Buy |
296
+18
| +6% | +$1.42K | ﹤0.01% | 1051 |
|
|
2022
Q4 | $23K | Buy |
278
+151
| +119% | +$12K | ﹤0.01% | 1067 |
|
|
2022
Q3 | $10K | Hold |
127
| – | – | ﹤0.01% | 1301 |
|
|
2022
Q2 | $11K | Hold |
127
| – | – | ﹤0.01% | 1360 |
|
|
2022
Q1 | $11K | Sell |
127
-82
| -39% | -$7.01K | ﹤0.01% | 1455 |
|
|
2021
Q4 | $19K | Buy |
+209
| New | +$18K | ﹤0.01% | 1288 |
|
|
2017
Q2 | – | Sell |
-3,554
| Closed | -$209K | – | 322 |
|
|
2017
Q1 | $209K | Buy |
+3,554
| New | +$202K | 0.01% | 328 |
|
|
2016
Q3 | – | Sell |
-3,554
| Closed | -$213K | – | 353 |
|
|
2016
Q2 | $213K | Hold |
3,554
| – | – | 0.01% | 331 |
|
|
2016
Q1 | $207K | Sell |
3,554
-500
| -12% | -$27.3K | 0.01% | 333 |
|
|
2015
Q4 | $207K | Hold |
4,054
| – | – | 0.01% | 334 |
|
|
2015
Q3 | $205K | Buy |
+4,054
| New | +$195K | 0.01% | 284 |
|
|
2015
Q2 | – | Sell |
-4,054
| Closed | -$205 | – | 316 |
|
|
2015
Q1 | $205 | Hold |
4,054
| – | – | 0.01% | 294 |
|
|
2014
Q4 | $217K | Buy |
+4,054
| New | +$202K | 0.01% | 280 |
|
Other funds holding ES
VCM
VPM
MAM
