Zacks Investment Management’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 | $1.23M | Buy |
19,359
+1,388
| +8% | +$88.3K | 0.01% | 380 |
|
2025
Q1 | $1.12M | Buy |
17,971
+2,607
| +17% | +$162K | 0.01% | 391 |
|
2024
Q4 | $882K | Buy |
+15,364
| New | +$882K | 0.01% | 431 |
|
2023
Q3 | – | Sell |
-3,538
| Closed | -$251K | – | 642 |
|
2023
Q2 | $251K | Sell |
3,538
-421
| -11% | -$29.9K | ﹤0.01% | 560 |
|
2023
Q1 | $310K | Buy |
3,959
+3
| +0.1% | +$235 | ﹤0.01% | 513 |
|
2022
Q4 | $332K | Buy |
3,956
+3
| +0.1% | +$251 | ﹤0.01% | 494 |
|
2022
Q3 | $308K | Buy |
3,953
+358
| +10% | +$27.9K | ﹤0.01% | 482 |
|
2022
Q2 | $304K | Sell |
3,595
-49
| -1% | -$4.14K | ﹤0.01% | 487 |
|
2022
Q1 | $321K | Buy |
3,644
+512
| +16% | +$45.1K | ﹤0.01% | 507 |
|
2021
Q4 | $285K | Sell |
3,132
-301
| -9% | -$27.4K | ﹤0.01% | 541 |
|
2021
Q3 | $281K | Sell |
3,433
-3,824
| -53% | -$313K | ﹤0.01% | 530 |
|
2021
Q2 | $582K | Sell |
7,257
-101
| -1% | -$8.1K | 0.01% | 430 |
|
2021
Q1 | $637K | Sell |
7,358
-18,576
| -72% | -$1.61M | 0.01% | 404 |
|
2020
Q4 | $2.24M | Buy |
25,934
+1,715
| +7% | +$148K | 0.04% | 242 |
|
2020
Q3 | $2.02M | Sell |
24,219
-23,340
| -49% | -$1.95M | 0.04% | 223 |
|
2020
Q2 | $3.96M | Buy |
47,559
+43,237
| +1,000% | +$3.6M | 0.09% | 150 |
|
2020
Q1 | $338K | Sell |
4,322
-36,588
| -89% | -$2.86M | 0.01% | 422 |
|
2019
Q4 | $3.48M | Buy |
40,910
+2,766
| +7% | +$235K | 0.07% | 184 |
|
2019
Q3 | $3.26M | Buy |
38,144
+1,854
| +5% | +$158K | 0.07% | 185 |
|
2019
Q2 | $2.75M | Sell |
36,290
-3,336
| -8% | -$253K | 0.06% | 207 |
|
2019
Q1 | $2.81M | Buy |
39,626
+3,701
| +10% | +$263K | 0.06% | 203 |
|
2018
Q4 | $2.34M | Buy |
35,925
+4,811
| +15% | +$313K | 0.06% | 205 |
|
2018
Q3 | $1.91M | Buy |
+31,114
| New | +$1.91M | 0.04% | 281 |
|
2016
Q2 | – | Sell |
-35,826
| Closed | -$2.09M | – | 652 |
|
2016
Q1 | $2.09M | Sell |
35,826
-6,020
| -14% | -$351K | 0.07% | 191 |
|
2015
Q4 | $2.14M | Buy |
41,846
+22,184
| +113% | +$1.13M | 0.07% | 191 |
|
2015
Q3 | $995K | Buy |
+19,662
| New | +$995K | 0.03% | 294 |
|
2014
Q3 | – | Sell |
-173,918
| Closed | -$8.24M | – | 685 |
|
2014
Q2 | $8.24M | Buy |
173,918
+87,760
| +102% | +$4.16M | 0.29% | 107 |
|
2014
Q1 | $3.92M | Sell |
86,158
-422
| -0.5% | -$19.2K | 0.15% | 148 |
|
2013
Q4 | $3.67M | Sell |
86,580
-7,199
| -8% | -$305K | 0.14% | 151 |
|
2013
Q3 | $3.87M | Sell |
93,779
-6,882
| -7% | -$284K | 0.17% | 148 |
|
2013
Q2 | $4.23M | Buy |
+100,661
| New | +$4.23M | 0.19% | 151 |
|