Wealthspire Advisors (New York)’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 | $344K | Sell |
5,404
-270
| -5% | -$17.2K | ﹤0.01% | 630 |
|
|
2025
Q1 | $352K | Sell |
5,674
-276
| -5% | -$17.1K | ﹤0.01% | 599 |
|
|
2024
Q4 | $342K | Sell |
5,950
-436
| -7% | -$25K | ﹤0.01% | 619 |
|
|
2024
Q3 | $435K | Sell |
6,386
-6
| -0.1% | -$408 | ﹤0.01% | 525 |
|
|
2024
Q2 | $362K | Buy |
6,392
+780
| +14% | +$44.2K | ﹤0.01% | 494 |
|
|
2024
Q1 | $335K | Buy |
5,612
+32
| +0.6% | +$1.91K | ﹤0.01% | 502 |
|
|
2023
Q4 | $344K | Buy |
5,580
+119
| +2% | +$7.35K | ﹤0.01% | 494 |
|
|
2023
Q3 | $318K | Buy |
5,461
+524
| +11% | +$30.5K | 0.01% | 474 |
|
|
2023
Q2 | $350K | Sell |
4,937
-21
| -0.4% | -$1.49K | 0.01% | 436 |
|
|
2023
Q1 | $388K | Sell |
4,958
-1,816
| -27% | -$142K | 0.01% | 392 |
|
|
2022
Q4 | $568K | Buy |
6,774
+1,197
| +21% | +$100K | 0.01% | 349 |
|
|
2022
Q3 | $435K | Buy |
5,577
+1,023
| +22% | +$79.8K | 0.01% | 361 |
|
|
2022
Q2 | $385K | Sell |
4,554
-119
| -3% | -$10.1K | 0.01% | 355 |
|
|
2022
Q1 | $412K | Sell |
4,673
-950
| -17% | -$83.8K | 0.01% | 302 |
|
|
2021
Q4 | $512K | Buy |
5,623
+555
| +11% | +$50.5K | 0.01% | 317 |
|
|
2021
Q3 | $414K | Sell |
5,068
-860
| -15% | -$70.3K | 0.01% | 396 |
|
|
2021
Q2 | $476K | Sell |
5,928
-4,466
| -43% | -$359K | 0.01% | 230 |
|
|
2021
Q1 | $900K | Buy |
10,394
+2,264
| +28% | +$196K | 0.02% | 282 |
|
|
2020
Q4 | $703K | Buy |
+8,130
| New | +$703K | 0.02% | 254 |
|
|
2020
Q2 | – | Sell |
-6,467
| Closed | -$506K | – | 350 |
|
|
2020
Q1 | $506K | Buy |
+6,467
| New | +$506K | 0.02% | 289 |
|
|
2019
Q1 | – | Sell |
-201
| Closed | -$13K | – | 280 |
|
|
2018
Q4 | $13K | Buy |
+201
| New | +$13K | ﹤0.01% | 436 |
|