A detailed history of Aevitas Wealth Management, Inc. transactions in Eversource Energy stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 6,500 shares of ES stock, worth $370,175. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,500
Previous 6,346 2.43%
Holding current value
$370,175
Previous $495,000 9.9%
% of portfolio
0.32%
Previous 0.37%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

BUY
$71.68 - $86.0 $11,038 - $13,244
154 Added 2.43%
6,500 $0
Q3 2022

Oct 24, 2022

BUY
$77.96 - $93.96 $935 - $1,127
12 Added 0.19%
6,346 $495,000
Q2 2022

Jul 22, 2022

SELL
$77.98 - $93.3 $9,435 - $11,289
-121 Reduced 1.87%
6,334 $535,000
Q1 2022

Apr 25, 2022

BUY
$79.7 - $89.66 $1,434 - $1,613
18 Added 0.28%
6,455 $569,000
Q4 2021

Jan 19, 2022

BUY
$81.84 - $91.14 $1,309 - $1,458
16 Added 0.25%
6,437 $586,000
Q3 2021

Nov 01, 2021

BUY
$79.86 - $92.62 $1,437 - $1,667
18 Added 0.28%
6,421 $525,000
Q2 2021

Jul 22, 2021

BUY
$78.74 - $90.58 $1,417 - $1,630
18 Added 0.28%
6,403 $514,000
Q1 2021

Apr 29, 2021

BUY
$77.27 - $90.33 $1,313 - $1,535
17 Added 0.27%
6,385 $553,000
Q4 2020

Jan 19, 2021

BUY
$82.92 - $94.43 $1,326 - $1,510
16 Added 0.25%
6,368 $551,000
Q3 2020

Oct 22, 2020

BUY
$78.02 - $90.58 $14,043 - $16,304
180 Added 2.92%
6,352 $531,000
Q2 2020

Jul 29, 2020

SELL
$75.06 - $91.56 $6,680 - $8,148
-89 Reduced 1.42%
6,172 $514,000
Q1 2020

Apr 16, 2020

BUY
$62.23 - $98.54 $622 - $985
10 Added 0.16%
6,261 $490,000
Q4 2019

Jan 31, 2020

BUY
$79.19 - $86.2 $633 - $689
8 Added 0.13%
6,251 $532,000
Q3 2019

Oct 21, 2019

BUY
$75.66 - $85.47 $680 - $769
9 Added 0.14%
6,243 $534,000
Q2 2019

Jul 26, 2019

BUY
$69.96 - $77.53 $629 - $697
9 Added 0.14%
6,234 $472,000
Q1 2019

May 09, 2019

BUY
$63.45 - $71.95 $634 - $719
10 Added 0.16%
6,225 $441,000
Q4 2018

Feb 14, 2019

BUY
$61.09 - $70.23 $610 - $702
10 Added 0.16%
6,215 $404,000
Q3 2018

Nov 14, 2018

BUY
$58.46 - $63.77 $15,842 - $17,281
271 Added 4.57%
6,205 $381,000
Q2 2018

Aug 10, 2018

BUY
$52.87 - $60.62 $898 - $1,030
17 Added 0.29%
5,934 $348,000
Q1 2018

May 15, 2018

SELL
$56.11 - $64.57 $30,299 - $34,867
-540 Reduced 8.36%
5,917 $349,000
Q4 2017

Feb 13, 2018

BUY
$60.21 - $65.81 $388,775 - $424,935
6,457
6,457 $408,000

Others Institutions Holding ES

About EVERSOURCE ENERGY


  • Ticker ES
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 346,443,008
  • Market Cap $19.7B
  • Description
  • Eversource Energy, a public utility holding company, engages in the energy delivery business. The company operates through Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution segments. It is involved in the transmission and distribution of electricity; solar power facilities; and distribution of natural...
More about ES
Track This Portfolio

Track Aevitas Wealth Management, Inc. Portfolio

Follow Aevitas Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.