A detailed history of Goal Vest Advisory LLC transactions in Eversource Energy stock. As of the latest transaction made, Goal Vest Advisory LLC holds 981 shares of ES stock, worth $60,674. This represents 0.02% of its overall portfolio holdings.

Number of Shares
981
Previous 981 -0.0%
Holding current value
$60,674
Previous $55,000 20.0%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$56.71 - $61.92 $10,491 - $11,455
-185 Reduced 15.87%
981 $55,000
Q1 2024

Apr 15, 2024

BUY
$52.78 - $64.29 $5,014 - $6,107
95 Added 8.87%
1,166 $69,000
Q4 2023

Jan 02, 2024

SELL
$52.46 - $63.53 $262 - $317
-5 Reduced 0.46%
1,071 $66,000
Q3 2023

Oct 10, 2023

SELL
$57.36 - $74.31 $3,671 - $4,755
-64 Reduced 5.61%
1,076 $62,000
Q2 2023

Jul 17, 2023

BUY
$67.92 - $80.82 $1,290 - $1,535
19 Added 1.69%
1,140 $80,000
Q4 2022

Jan 06, 2023

SELL
$71.68 - $86.0 $14,766 - $17,716
-206 Reduced 15.52%
1,121 $0
Q2 2022

Jul 06, 2022

SELL
$77.98 - $93.3 $467 - $559
-6 Reduced 0.45%
1,327 $111,000
Q1 2022

May 03, 2022

SELL
$79.7 - $89.66 $30,445 - $34,250
-382 Reduced 22.27%
1,333 $118,000
Q4 2020

Jan 28, 2021

BUY
$82.92 - $94.43 $142,207 - $161,947
1,715 New
1,715 $148,000

Others Institutions Holding ES

About EVERSOURCE ENERGY


  • Ticker ES
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 346,443,008
  • Market Cap $21.4B
  • 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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.