World Investment Advisors’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
$264K Sell
4,144
-213
-5% -$13.6K 0.01% 970
2025
Q1
$271K Buy
4,357
+1
+0% +$62 0.01% 900
2024
Q4
$250K Buy
4,356
+279
+7% +$16K 0.01% 887
2024
Q3
$277K Buy
+4,077
New +$277K 0.01% 759