Valley Brook Capital Group’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 | $479K | Hold |
7,528
| – | – | 0.36% | 68 |
|
|
2025
Q1 | $468K | Hold |
7,528
| – | – | 0.37% | 62 |
|
|
2024
Q4 | $432K | Hold |
7,528
| – | – | 0.32% | 68 |
|
|
2024
Q3 | $512K | Hold |
7,528
| – | – | 0.37% | 66 |
|
|
2024
Q2 | $427K | Hold |
7,528
| – | – | 0.33% | 69 |
|
|
2024
Q1 | $450K | Sell |
7,528
-100
| -1% | -$5.98K | 0.36% | 67 |
|
|
2023
Q4 | $471K | Sell |
7,628
-562
| -7% | -$34.7K | 0.41% | 61 |
|
|
2023
Q3 | $476K | Sell |
8,190
-1,312
| -14% | -$76.3K | 0.47% | 58 |
|
|
2023
Q2 | $674K | Hold |
9,502
| – | – | 0.62% | 52 |
|
|
2023
Q1 | $744K | Hold |
9,502
| – | – | 0.69% | 49 |
|
|
2022
Q4 | $797K | Hold |
9,502
| – | – | 0.76% | 39 |
|
|
2022
Q3 | $740K | Hold |
9,502
| – | – | 0.81% | 39 |
|
|
2022
Q2 | $802K | Hold |
9,502
| – | – | 0.83% | 36 |
|
|
2022
Q1 | $837K | Hold |
9,502
| – | – | 0.72% | 44 |
|
|
2021
Q4 | $864K | Hold |
9,502
| – | – | 0.75% | 40 |
|
|
2021
Q3 | $776K | Hold |
9,502
| – | – | 0.77% | 40 |
|
|
2021
Q2 | $762K | Buy |
9,502
+77
| +0.8% | +$6.18K | 0.73% | 43 |
|
|
2021
Q1 | $816K | Buy |
9,425
+23
| +0.2% | +$1.99K | 0.74% | 36 |
|
|
2020
Q4 | $813K | Buy |
+9,402
| New | +$813K | 0.8% | 33 |
|