A detailed history of Finivi Inc. transactions in Eversource Energy stock. As of the latest transaction made, Finivi Inc. holds 13,402 shares of ES stock, worth $982,366. This represents 0.61% of its overall portfolio holdings.

Number of Shares
13,402
Previous 19,778 32.24%
Holding current value
$982,366
Previous $1.26 Billion 24.23%
% of portfolio
0.61%
Previous 0.85%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 19, 2025

SELL
$62.86 - $71.14 $400,795 - $453,588
-6,376 Reduced 32.24%
13,402 $953 Million
Q2 2025

Dec 19, 2025

SELL
$54.25 - $65.89 $266,638 - $323,849
-4,915 Reduced 19.9%
19,778 $1.26 Billion
Q1 2025

Dec 19, 2025

SELL
$55.63 - $63.8 $3,115 - $3,572
-56 Reduced 0.23%
24,693 $1.53 Billion
Q4 2024

Dec 19, 2025

BUY
$55.9 - $67.73 $854,822 - $1.04 Million
15,292 Added 161.7%
24,749 $1.42 Billion
Q3 2024

Dec 19, 2025

BUY
$56.52 - $68.38 $339 - $410
6 Added 0.06%
9,457 $644 Million
Q2 2024

Dec 19, 2025

BUY
$56.71 - $61.92 $680 - $743
12 Added 0.13%
9,451 $536 Million
Q1 2024

Dec 19, 2025

BUY
$52.78 - $64.29 $86,348 - $105,178
1,636 Added 20.97%
9,439 $564 Million
Q4 2023

Dec 19, 2025

BUY
$52.46 - $63.53 $1,626 - $1,969
31 Added 0.4%
7,803 $482 Million
Q4 2021

Dec 19, 2025

BUY
$81.84 - $91.14 $636,060 - $708,340
7,772 New
7,772 $707 Million

Others Institutions Holding ES

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...
More about ES
Track This Portfolio

Track Finivi Inc. Portfolio

Follow Finivi 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 Finivi Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finivi Inc. with notifications on news.