Purchases and Sales Made in Q4 2024 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q4 2024. The information is specifically focused on institutions that hold shares of EVERSOURCE ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-35- 2.85% |
$1.96K - $2.37K
|
1.19K
$70.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 29.75% |
$2.01K - $2.44K
|
85
$5.05K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-37- 2.13% |
$2.07K - $2.51K
|
1.7K
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38- 0.38% |
$2.12K - $2.57K
|
10K
$595K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-45- 3.05% |
$2.52K - $3.05K
|
1.43K
$84.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-48- 34.53% |
$2.68K - $3.25K
|
91
$5.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-49- 1.25% |
$2.74K - $3.32K
|
3.87K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-54- 3.32% |
$3.02K - $3.66K
|
1.57K
$93.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 73.42% |
$3.24K - $3.93K
|
21
$1.25K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-62- 1.65% |
$3.47K - $4.2K
|
3.69K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 37.08% |
$3.69K - $4.47K
|
112
$6.66K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-80- 1.25% |
$4.47K - $5.42K
|
6.34K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-80- 0.8% |
$4.47K - $5.42K
|
9.86K
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 4.1% |
$4.58K - $5.55K
|
1.92K
$114K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-88- 32.59% |
$4.92K - $5.96K
|
182
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-90- 2.35% |
$5.03K - $6.1K
|
3.74K
$222K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-90- 18.95% |
$5.03K - $6.1K
|
385
$22.9K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-93- 0.99% |
$5.2K - $6.3K
|
9.28K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-96- 6.03% |
$5.37K - $6.5K
|
1.5K
$89K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-98- 2.03% |
$5.48K - $6.64K
|
4.73K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-108- 2.93% |
$6.04K - $7.31K
|
3.58K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-111- 9.18% |
$6.2K - $7.52K
|
1.1K
$65.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-114- 0.26% |
$6.37K - $7.72K
|
43.9K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-125- 1.59% |
$6.99K - $8.47K
|
7.75K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-134- 3.04% |
$7.49K - $9.08K
|
4.28K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-141- 3.39% |
$7.88K - $9.55K
|
4.02K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-142- 3.48% |
$7.94K - $9.62K
|
3.94K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-149- 5.0% |
$8.33K - $10.1K
|
2.83K
$168K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-150- 1.25% |
$8.39K - $10.2K
|
11.9K
$706K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-190- 3.97% |
$10.6K - $12.9K
|
4.59K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.16% |
$11.2K - $13.5K
|
17K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-215- 9.27% |
$12K - $14.6K
|
2.11K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-225- 0.82% |
$12.6K - $15.2K
|
27.3K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-229- 14.01% |
$12.8K - $15.5K
|
1.41K
$83.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-239- 0.14% |
$13.4K - $16.2K
|
177K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-300- 5.03% |
$16.8K - $20.3K
|
5.66K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-304- 2.8% |
$17K - $20.6K
|
10.6K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-308- 7.36% |
$17.2K - $20.9K
|
3.88K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-319- 3.15% |
$17.8K - $21.6K
|
9.81K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-328- 2.64% |
$18.3K - $22.2K
|
12.1K
$718K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-330- 29.84% |
$18.4K - $22.4K
|
776
$46.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-338- 1.36% |
$18.9K - $22.9K
|
24.6K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-338- 8.12% |
$18.9K - $22.9K
|
3.82K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-339- 2.5% |
$19K - $23K
|
13.2K
$785K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-355- 8.69% |
$19.8K - $24K
|
3.73K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-367- 7.33% |
$20.5K - $24.9K
|
4.64K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-373- 34.86% |
$20.9K - $25.3K
|
697
$41.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-382- 2.72% |
$21.4K - $25.9K
|
13.7K
$812K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-385- 7.3% |
$21.5K - $26.1K
|
4.89K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.99% |
$22.4K - $27.1K
|
19.7K
$1.17M
|