Wealth Enhancement Advisory Services’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
64,544
+17,118
| +36% | +$1.1M | 0.01% | 980 |
|
|
2025
Q1 | $2.95M | Sell |
47,426
-5,213
| -10% | -$324K | 0.01% | 1044 |
|
|
2024
Q4 | $3.02M | Sell |
52,639
-5,462
| -9% | -$314K | 0.01% | 990 |
|
|
2024
Q3 | $3.95M | Buy |
58,101
+4,281
| +8% | +$291K | 0.01% | 802 |
|
|
2024
Q2 | $3.05M | Buy |
53,820
+678
| +1% | +$38.4K | 0.01% | 840 |
|
|
2024
Q1 | $3.18M | Sell |
53,142
-4
| -0% | -$239 | 0.01% | 795 |
|
|
2023
Q4 | $3.28M | Buy |
53,146
+2,468
| +5% | +$152K | 0.01% | 729 |
|
|
2023
Q3 | $2.95M | Buy |
+50,678
| New | +$2.95M | 0.01% | 721 |
|
|
2020
Q1 | – | Sell |
-27,574
| Closed | -$2.35M | – | 235 |
|
|
2019
Q4 | $2.35M | Sell |
27,574
-37,869
| -58% | -$3.22M | 0.08% | 99 |
|
|
2019
Q3 | $5.6M | Buy |
+65,443
| New | +$5.6M | 0.23% | 53 |
|
|
2018
Q3 | – | Sell |
-48,467
| Closed | -$2.83M | – | 180 |
|
|
2018
Q2 | $2.83M | Buy |
48,467
+33,224
| +218% | +$1.94M | 0.17% | 51 |
|
|
2018
Q1 | $894K | Buy |
+15,243
| New | +$894K | 0.06% | 122 |
|
|
2015
Q2 | – | Sell |
-19,151
| Closed | -$967K | – | 118 |
|
|
2015
Q1 | $967K | Buy |
19,151
+2,514
| +15% | +$127K | 0.37% | 47 |
|
|
2014
Q4 | $890K | Buy |
+16,637
| New | +$890K | 0.35% | 49 |
|