Valmark Advisers’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 | $580K | Hold |
8,375
| – | – | 0.01% | 439 |
|
|
2025
Q4 | $564K | Sell |
8,375
-286
| -3% | -$20.1K | 0.01% | 425 |
|
|
2025
Q3 | $616K | Sell |
8,661
-46
| -0.5% | -$3.02K | 0.01% | 401 |
|
|
2025
Q2 | $554K | Sell |
8,707
-8
| -0.1% | -$493 | 0.01% | 429 |
|
|
2025
Q1 | $541K | Sell |
8,715
-130
| -1% | -$7.76K | 0.01% | 412 |
|
|
2024
Q4 | $508K | Buy |
8,845
+31
| +0.4% | +$1.93K | 0.01% | 415 |
|
|
2024
Q3 | $600K | Sell |
8,814
-44
| -0.5% | -$2.84K | 0.01% | 385 |
|
|
2024
Q2 | $502K | Buy |
8,858
+27
| +0.3% | +$1.6K | 0.01% | 387 |
|
|
2024
Q1 | $528K | Sell |
8,831
-140
| -2% | -$8.05K | 0.01% | 375 |
|
|
2023
Q4 | $554K | Sell |
8,971
-90
| -1% | -$5.19K | 0.01% | 335 |
|
|
2023
Q3 | $527K | Hold |
9,061
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $643K | Sell |
9,061
-170
| -2% | -$12.7K | 0.01% | 291 |
|
|
2023
Q1 | $722K | Buy |
9,231
+90
| +1% | +$7.11K | 0.02% | 263 |
|
|
2022
Q4 | $766K | Buy |
9,141
+554
| +6% | +$43.9K | 0.02% | 244 |
|
|
2022
Q3 | $669K | Sell |
8,587
-50
| -0.6% | -$4.41K | 0.01% | 243 |
|
|
2022
Q2 | $730K | Buy |
8,637
+21
| +0.2% | +$1.87K | 0.01% | 243 |
|
|
2022
Q1 | $760K | Buy |
8,616
+133
| +2% | +$11.4K | 0.01% | 242 |
|
|
2021
Q4 | $772K | Sell |
8,483
-847
| -9% | -$72.9K | 0.01% | 231 |
|
|
2021
Q3 | $763K | Sell |
9,330
-1,008
| -10% | -$87.5K | 0.01% | 227 |
|
|
2021
Q2 | $830K | Buy |
10,338
+2,694
| +35% | +$227K | 0.02% | 214 |
|
|
2021
Q1 | $662K | Buy |
7,644
+349
| +5% | +$29.6K | 0.01% | 234 |
|
|
2020
Q4 | $631K | Buy |
+7,295
| New | +$650K | 0.01% | 228 |
|
Other funds holding ES
VCM
VPM
MAM
