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
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-422- 9.21% |
$23.6K - $28.6K
|
4.16K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-436- 6.83% |
$24.4K - $29.5K
|
5.95K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-448- 5.01% |
$25K - $30.3K
|
8.5K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-484- 7.97% |
$27.1K - $32.8K
|
5.59K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 28.64% |
$28K - $33.9K
|
1.25K
$74K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-508- 50.4% |
$28.4K - $34.4K
|
500
$29.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-600- 14.0% |
$33.5K - $40.6K
|
3.69K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-603- 2.44% |
$33.7K - $40.8K
|
24.1K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-645- 12.36% |
$36.1K - $43.7K
|
4.57K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-647- 7.51% |
$36.2K - $43.8K
|
7.96K
$473K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-655- 3.02% |
$36.6K - $44.4K
|
21.1K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-704- 11.89% |
$39.4K - $47.7K
|
5.22K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-710- 28.57% |
$39.7K - $48.1K
|
1.78K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-757- 1.34% |
$42.3K - $51.3K
|
55.9K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-813- 5.45% |
$45.4K - $55.1K
|
14.1K
$839K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-834- 23.76% |
$46.6K - $56.5K
|
2.68K
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-873- 1.25% |
$48.8K - $59.1K
|
69K
$4.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-984- 10.9% |
$55K - $66.6K
|
8.05K
$478K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-988- 4.79% |
$55.2K - $66.9K
|
19.6K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-990- 19.81% |
$55.3K - $67.1K
|
4.01K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1K- 2.09% |
$55.9K - $67.7K
|
46.8K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1K- 15.39% |
$56.1K - $67.9K
|
5.52K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.01K- 9.68% |
$56.7K - $68.7K
|
9.46K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.05K- 14.45% |
$58.5K - $70.8K
|
6.2K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.05K- 6.76% |
$58.6K - $71K
|
14.5K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 3.37% |
$70.1K - $84.9K
|
35.9K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.28K- 13.21% |
$71.6K - $86.7K
|
8.41K
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 6.22% |
$72.7K - $88K
|
19.6K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.4K- 14.62% |
$78.1K - $94.7K
|
8.17K
$485K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.46K- 8.23% |
$81.7K - $99K
|
16.3K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.53K- 17.15% |
$85.4K - $103K
|
7.38K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.73K- 4.84% |
$96.9K - $117K
|
34.1K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.89K- 14.31% |
$106K - $128K
|
11.3K
$674K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.07K- 4.05% |
$116K - $140K
|
49K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.18K- 11.6% |
$122K - $148K
|
16.6K
$987K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.26K- 31.5% |
$126K - $153K
|
4.91K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.39K- 3.5% |
$134K - $162K
|
65.9K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.44K- 18.74% |
$136K - $165K
|
10.6K
$628K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.56K- 99.92% |
$143K - $173K
|
2
$119
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.66K- 12.47% |
$149K - $180K
|
18.7K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.93K- 16.04% |
$164K - $198K
|
15.3K
$911K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-3.01K- 42.92% |
$168K - $204K
|
4K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.15K- 14.53% |
$176K - $214K
|
18.6K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 5.54% |
$183K - $222K
|
55.9K
$3.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.28K- 17.06% |
$183K - $222K
|
16K
$948K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.34K- 0.59% |
$243K - $294K
|
735K
$43.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.93K- 16.39% |
$331K - $402K
|
30.2K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.21K- 7.82% |
$347K - $420K
|
73.2K
$4.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.5K- 52.79% |
$363K - $440K
|
5.81K
$345K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-7.5K- 53.46% |
$419K - $508K
|
6.53K
$388K
|