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Welch & Forbes’s Eversource Energy ES Stock Holding History

Welch & Forbes’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$439K Sell
6,908
-250
-3% -$15.9K 0.01% 284
2025
Q1 		$445K Sell
7,158
-645
-8% -$40.1K 0.01% 278
2024
Q4 		$448K Hold
7,803
– – 0.01% 287
2024
Q3 		$531K Sell
7,803
-450
-5% -$30.6K 0.01% 283
2024
Q2 		$473K Sell
8,253
-1,060
-11% -$60.8K 0.01% 292
2024
Q1 		$557K Sell
9,313
-1,500
-14% -$89.7K 0.01% 279
2023
Q4 		$667K Sell
10,813
-76
-0.7% -$4.69K 0.01% 259
2023
Q3 		$633K Sell
10,889
-4,543
-29% -$264K 0.01% 257
2023
Q2 		$1.09M Sell
15,432
-609
-4% -$43.2K 0.02% 217
2023
Q1 		$1.26M Sell
16,041
-1,950
-11% -$153K 0.02% 206
2022
Q4 		$1.51M Sell
17,991
-387
-2% -$32.4K 0.03% 186
2022
Q3 		$1.43M Hold
18,378
– – 0.03% 194
2022
Q2 		$1.55M Sell
18,378
-175
-0.9% -$14.8K 0.03% 191
2022
Q1 		$1.64M Sell
18,553
-1,638
-8% -$144K 0.03% 192
2021
Q4 		$1.84M Hold
20,191
– – 0.03% 190
2021
Q3 		$1.65M Buy
20,191
+1,702
+9% +$139K 0.03% 190
2021
Q2 		$1.48M Buy
18,489
+2,624
+17% +$211K 0.03% 197
2021
Q1 		$1.37M Buy
15,865
+50
+0.3% +$4.33K 0.03% 197
2020
Q4 		$1.37M Buy
15,815
+1,910
+14% +$165K 0.03% 191
2020
Q3 		$1.16M Buy
13,905
+3,035
+28% +$254K 0.03% 188
2020
Q2 		$905K Buy
10,870
+321
+3% +$26.7K 0.02% 200
2020
Q1 		$825K Hold
10,549
– – 0.02% 196
2019
Q4 		$897K Sell
10,549
-328
-3% -$27.9K 0.02% 210
2019
Q3 		$930K Buy
10,877
+2,018
+23% +$173K 0.02% 210
2019
Q2 		$671K Sell
8,859
-750
-8% -$56.8K 0.02% 235
2019
Q1 		$681K Sell
9,609
-166
-2% -$11.8K 0.02% 228
2018
Q4 		$636K Buy
9,775
+2,944
+43% +$192K 0.02% 224
2018
Q3 		$420K Hold
6,831
– – 0.01% 274
2018
Q2 		$400K Hold
6,831
– – 0.01% 271
2018
Q1 		$402K Hold
6,831
– – 0.01% 274
2017
Q4 		$432K Buy
6,831
+75
+1% +$4.74K 0.01% 256
2017
Q3 		$408K Hold
6,756
– – 0.01% 262
2017
Q2 		$410K Hold
6,756
– – 0.01% 261
2017
Q1 		$397K Hold
6,756
– – 0.01% 264
2016
Q4 		$373K Hold
6,756
– – 0.01% 272
2016
Q3 		$366K Hold
6,756
– – 0.01% 237
2016
Q2 		$405K Hold
6,756
– – 0.01% 262
2016
Q1 		$394K Sell
6,756
-37
-0.5% -$2.16K 0.01% 260
2015
Q4 		$347K Buy
6,793
+37
+0.5% +$1.89K 0.01% 264
2015
Q3 		$342K Hold
6,756
– – 0.01% 276
2015
Q2 		$307K Hold
6,756
– – 0.01% 285
2015
Q1 		$341K Hold
6,756
– – 0.01% 281
2014
Q4 		$362K Hold
6,756
– – 0.01% 285
2014
Q3 		$299K Sell
6,756
-100
-1% -$4.43K 0.01% 297
2014
Q2 		$324K Hold
6,856
– – 0.01% 277
2014
Q1 		$312K Hold
6,856
– – 0.01% 284
2013
Q4 		$290K Hold
6,856
– – 0.01% 278
2013
Q3 		$283K Sell
6,856
-468
-6% -$19.3K 0.01% 298
2013
Q2 		$308K Buy
+7,324
New +$308K 0.01% 269