Independent Advisor Alliance Eversource Energy Transaction History

Independent Advisor Alliance

$7.25 Billion
Q4 2024

A detailed history of Independent Advisor Alliance transactions in Eversource Energy stock. As of the latest transaction made, Independent Advisor Alliance holds 4,121 shares of ES stock, worth $261,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,121

Previous 3,970 3.8%

Holding current value

$261,518

Previous $270,000 12.59%

% of portfolio

0.0%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$55.9 - $67.73 $8,440 - $10,227	151 Added 3.8%	4,121 $236,000
Q3 2024 Nov 12, 2024	SELL	$56.52 - $68.38 $83,423 - $100,928	-1,476 Reduced 27.1%	3,970 $270,000
Q2 2024 Aug 12, 2024	BUY	$56.71 - $61.92 $12,249 - $13,374	216 Added 4.13%	5,446 $308,000
Q1 2024 May 08, 2024	SELL	$52.78 - $64.29 $87,087 - $106,078	-1,650 Reduced 23.98%	5,230 $312,000
Q4 2023 Feb 08, 2024	SELL	$52.46 - $63.53 $16,892 - $20,456	-322 Reduced 4.47%	6,880 $424,000
Q3 2023 Oct 24, 2023	BUY	$57.36 - $74.31 $18,240 - $23,630	318 Added 4.62%	7,202 $418,000
Q2 2023 Jul 28, 2023	BUY	$67.92 - $80.82 $14,670 - $17,457	216 Added 3.24%	6,884 $488,000
Q1 2023 May 12, 2023	BUY	$72.88 - $85.83 $485,963 - $572,314	6,668 New	6,668 $521,000
Q3 2022 Nov 04, 2022	BUY	$77.96 - $93.96 $47,633 - $57,409	611 Added 10.47%	6,445 $502,000
Q2 2022 Aug 04, 2022	SELL	$77.98 - $93.3 $81,645 - $97,685	-1,047 Reduced 15.22%	5,834 $493,000
Q1 2022 May 06, 2022	BUY	$79.7 - $89.66 $10,918 - $12,283	137 Added 2.03%	6,881 $607,000
Q4 2021 Feb 11, 2022	BUY	$81.84 - $91.14 $8,675 - $9,660	106 Added 1.6%	6,744 $614,000
Q3 2021 Nov 01, 2021	BUY	$79.86 - $92.62 $11,100 - $12,874	139 Added 2.14%	6,638 $543,000
Q2 2021 Aug 12, 2021	BUY	$78.74 - $90.58 $42,992 - $49,456	546 Added 9.17%	6,499 $521,000
Q1 2021 May 14, 2021	SELL	$77.27 - $90.33 $110,727 - $129,442	-1,433 Reduced 19.4%	5,953 $515,000
Q4 2020 Feb 11, 2021	BUY	$82.92 - $94.43 $65,175 - $74,221	786 Added 11.91%	7,386 $639,000
Q3 2020 Nov 04, 2020	SELL	$78.02 - $90.58 $7,411 - $8,605	-95 Reduced 1.42%	6,600 $551,000
Q2 2020 Aug 06, 2020	BUY	$75.06 - $91.56 $1,125 - $1,373	15 Added 0.22%	6,695 $558,000
Q1 2020 May 14, 2020	BUY	$62.23 - $98.54 $68,950 - $109,182	1,108 Added 19.89%	6,680 $522,000
Q4 2019 Feb 07, 2020	BUY	$79.19 - $86.2 $82,753 - $90,079	1,045 Added 23.08%	5,572 $474,000
Q3 2019 Nov 12, 2019	SELL	$75.66 - $85.47 $3,707 - $4,188	-49 Reduced 1.07%	4,527 $387,000
Q2 2019 Aug 12, 2019	BUY	$69.96 - $77.53 $209 - $232	3 Added 0.07%	4,576 $347,000
Q1 2019 May 07, 2019	BUY	$63.45 - $71.95 $25,380 - $28,780	400 Added 9.59%	4,573 $324,000
Q4 2018 Feb 12, 2019	BUY	$61.09 - $70.23 $254,928 - $293,069	4,173 New	4,173 $271,000

Others Institutions Holding ES

# of Institutions

950

Shares Held

296M

Call Options Held

312K

Put Options Held

139K

View Full List

About EVERSOURCE ENERGY

Ticker ES
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 346,443,008
Market Cap $22B
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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Independent Advisor Alliance Eversource Energy Transaction History