Waverly Advisors’s Eversource Energy ES Stock Holding History

Waverly Advisors’s Portfolio ES Stock Details ES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$429K	Buy
2018 Q1	–	Sell
2017 Q4	$215K	Hold
2017 Q3	$205K	Hold
2017 Q2	$206K	Sell
2017 Q1	$202K	Buy
2014 Q1	–	Sell
2013 Q4	$27K	Hold
2013 Q3	$26K	Buy