Union Savings Bank’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 | $830K | Sell |
12,564
-1,550
| -11% | -$102K | 0.38% | 52 |
|
|
2025
Q1 | $877K | Hold |
14,114
| – | – | 0.43% | 49 |
|
|
2024
Q4 | $811K | Sell |
14,114
-813
| -5% | -$46.7K | 0.4% | 53 |
|
|
2024
Q3 | $1.02M | Buy |
14,927
+1,049
| +8% | +$71.4K | 0.5% | 44 |
|
|
2024
Q2 | $787K | Hold |
13,878
| – | – | 0.41% | 56 |
|
|
2024
Q1 | $829K | Hold |
13,878
| – | – | 0.43% | 54 |
|
|
2023
Q4 | $857K | Hold |
13,878
| – | – | 0.49% | 53 |
|
|
2023
Q3 | $807K | Hold |
13,878
| – | – | 0.5% | 52 |
|
|
2023
Q2 | $1M | Buy |
+13,878
| New | +$1M | 0.6% | 42 |
|