Wilkins Investment Counsel’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 | $801K | Hold |
12,595
| – | – | 0.11% | 87 |
|
2025
Q1 | $782K | Buy |
12,595
+1,720
| +16% | +$107K | 0.11% | 84 |
|
2024
Q4 | $625K | Sell |
10,875
-77
| -0.7% | -$4.42K | 0.09% | 94 |
|
2024
Q3 | $745K | Hold |
10,952
| – | – | 0.1% | 90 |
|
2024
Q2 | $621K | Hold |
10,952
| – | – | 0.09% | 93 |
|
2024
Q1 | $655K | Buy |
+10,952
| New | +$655K | 0.1% | 89 |
|
2023
Q1 | – | Sell |
-2,700
| Closed | -$226K | – | 76 |
|
2022
Q4 | $226K | Sell |
2,700
-300
| -10% | -$25.1K | 0.06% | 72 |
|
2022
Q3 | $234K | Hold |
3,000
| – | – | 0.07% | 73 |
|
2022
Q2 | $253K | Sell |
3,000
-200
| -6% | -$16.9K | 0.07% | 73 |
|
2022
Q1 | $282K | Sell |
3,200
-300
| -9% | -$26.4K | 0.06% | 74 |
|
2021
Q4 | $318K | Hold |
3,500
| – | – | 0.07% | 76 |
|
2021
Q3 | $286K | Hold |
3,500
| – | – | 0.07% | 74 |
|
2021
Q2 | $281K | Hold |
3,500
| – | – | 0.07% | 72 |
|
2021
Q1 | $303K | Hold |
3,500
| – | – | 0.08% | 70 |
|
2020
Q4 | $303K | Hold |
3,500
| – | – | 0.08% | 68 |
|
2020
Q3 | $292K | Buy |
+3,500
| New | +$292K | 0.09% | 68 |
|