Connecticut Wealth Management, LLC Eversource Energy Transaction History

Connecticut Wealth Management, LLC

$2.23 Billion
Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Eversource Energy stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 7,816 shares of ES stock, worth $572,912. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,816

Previous 7,816 -0.0%

Holding current value

$572,912

Previous $497,000 11.87%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$54.25 - $65.89 $91,194 - $110,761	1,681 Added 27.4%	7,816 $497,000
Q1 2025 May 15, 2025	SELL	$55.63 - $63.8 $4,895 - $5,614	-88 Reduced 1.41%	6,135 $381,000
Q4 2024 Feb 18, 2025	BUY	$55.9 - $67.73 $32,869 - $39,825	588 Added 10.43%	6,223 $357,000
Q3 2024 Nov 13, 2024	SELL	$56.52 - $68.38 $28,260 - $34,190	-500 Reduced 8.15%	5,635 $383,000
Q2 2024 Aug 13, 2024	SELL	$56.71 - $61.92 $21,493 - $23,467	-379 Reduced 5.82%	6,135 $347,000

Q1 2024 May 01, 2024	BUY	$52.78 - $64.29 $422 - $514	8 Added 0.12%	6,514 $389,000
Q4 2023 Feb 06, 2024	BUY	$52.46 - $63.53 $55,712 - $67,468	1,062 Added 19.51%	6,506 $401,000
Q1 2023 Apr 18, 2023	BUY	$72.88 - $85.83 $24,487 - $28,838	336 Added 6.58%	5,444 $426,000
Q3 2022 Nov 02, 2022	BUY	$77.96 - $93.96 $69,852 - $84,188	896 Added 21.27%	5,108 $398,000
Q2 2022 Jul 12, 2022	SELL	$77.98 - $93.3 $49,829 - $59,618	-639 Reduced 13.17%	4,212 $356,000
Q1 2022 Apr 18, 2022	BUY	$79.7 - $89.66 $6,933 - $7,800	87 Added 1.83%	4,851 $428,000
Q3 2021 Nov 02, 2021	BUY	$79.86 - $92.62 $79 - $92	1 Added 0.02%	4,764 $389,000
Q2 2021 Jul 29, 2021	SELL	$78.74 - $90.58 $552,833 - $635,962	-7,021 Reduced 59.58%	4,763 $382,000
Q1 2021 May 12, 2021	BUY	$77.27 - $90.33 $910,549 - $1.06 Million	11,784 New	11,784 $1.02 Million
Q1 2021 Apr 29, 2021	SELL	$77.27 - $90.33 $909,622 - $1.06 Million	-11,772 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$82.92 - $94.43 $30,514 - $34,750	-368 Reduced 3.03%	11,772 $1.02 Million
Q3 2020 Oct 13, 2020	BUY	$78.02 - $90.58 $688,604 - $799,459	8,826 Added 266.32%	12,140 $1.01 Million
Q2 2020 Jul 14, 2020	BUY	$75.06 - $91.56 $27,096 - $33,053	361 Added 12.22%	3,314 $276,000
Q1 2020 Apr 20, 2020	BUY	$62.23 - $98.54 $62 - $98	1 Added 0.03%	2,953 $231,000
Q4 2019 Jan 29, 2020	BUY	$79.19 - $86.2 $3,880 - $4,223	49 Added 1.69%	2,952 $251,000
Q3 2019 Oct 24, 2019	BUY	$75.66 - $85.47 $219,640 - $248,119	2,903 New	2,903 $248,000

Others Institutions Holding ES

# of Institutions

1,111

Shares Held

306M

Call Options Held

720K

Put Options Held

1.64M

View Full List

About EVERSOURCE ENERGY

Ticker ES
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 346,443,008
Market Cap $25.4B
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...

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Connecticut Wealth Management, LLC Eversource Energy Transaction History