Wealthspire Advisors (New York)’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Sell |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $476K | Sell |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $703K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $506K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Buy |
|