$ES · Eversource Energy Congress Trades

Hon. Valerie Hoyle (OR-04) executed a comprehensive portfolio rebalancing on 09/23/2025, selling 87 stocks from her Fidelity Rollover IRA. Major sales included Microsoft ($15,001-$50,000), Meta Platforms ($15,001-$50,000), Apple ($15,001-$50,000), Broadcom ($15,001-$50,000), Amazon ($15,001-$50,000), Alphabet Class A ($15,001-$50,000), and Alphabet Class C ($1,001-$15,000), alongside purchases of Amazon, GoDaddy, LVMH, and McKesson earlier in September.

Rep. Julie Johnson (TX-32) conducted an extensive portfolio rebalancing in early April 2025, selling approximately 100+ positions across major tech, financial, industrial, and consumer stocks ranging from $1,001-$50,000 each, with notable larger sales in Amazon ($15,001-$50,000), Meta ($15,001-$50,000), Microsoft ($15,001-$50,000), and Netflix ($15,001-$50,000), while making selective purchases in 3M (MMM), Capital One (COF), and Fidelity National Information Services (FIS).

Rep. Julie Johnson (TX-32) executed a high-volume rebalancing of her joint investment accounts during January 2025, involving 61 distinct transactions across major blue-chip stocks totaling approximately $61,000-$915,000 in aggregate value. Trading activity included purchases of tech, healthcare, and consumer stocks (BA, BMY, CRL, ENPH, REGN, UBER, SMCI, PLTR) and sales of various positions (AVGO, CRL, CAG, STZ, CVS, DHR, DELL, MRNA, NKE, PFE, VZ, WMT), executed primarily through Merrill Lynch managed accounts.