Avantax Advisory Services, Inc. Eversource Energy Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Eversource Energy stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 18,303 shares of ES stock, worth $1.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,303

Previous 17,635 3.79%

Holding current value

$1.13 Million

Previous $1 Million 24.5%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$56.52 - $68.38 $37,755 - $45,677	668 Added 3.79%	18,303 $1.25 Million
Q2 2024 Aug 09, 2024	BUY	$56.71 - $61.92 $549,576 - $600,066	9,691 Added 121.99%	17,635 $1 Million
Q1 2024 May 08, 2024	BUY	$52.78 - $64.29 $10,133 - $12,343	192 Added 2.48%	7,944 $474,000
Q4 2023 Feb 07, 2024	BUY	$52.46 - $63.53 $891 - $1,080	17 Added 0.22%	7,752 $478,000
Q3 2023 Nov 07, 2023	SELL	$57.36 - $74.31 $196,515 - $254,586	-3,426 Reduced 30.7%	7,735 $449,000
Q2 2023 Aug 11, 2023	BUY	$67.92 - $80.82 $210,076 - $249,976	3,093 Added 38.34%	11,161 $791,000
Q1 2023 Apr 28, 2023	BUY	$72.88 - $85.83 $240,066 - $282,724	3,294 Added 69.0%	8,068 $631,000
Q4 2022 Feb 13, 2023	BUY	$71.68 - $86.0 $63,006 - $75,594	879 Added 22.57%	4,774 $400,000
Q3 2022 Nov 01, 2022	SELL	$77.96 - $93.96 $12,629 - $15,221	-162 Reduced 3.99%	3,895 $304,000
Q2 2022 Aug 02, 2022	SELL	$77.98 - $93.3 $4,288 - $5,131	-55 Reduced 1.34%	4,057 $343,000
Q1 2022 Apr 27, 2022	BUY	$79.7 - $89.66 $17,374 - $19,545	218 Added 5.6%	4,112 $362,000
Q4 2021 Jan 24, 2022	SELL	$81.84 - $91.14 $55,160 - $61,428	-674 Reduced 14.75%	3,894 $354,000
Q3 2021 Oct 21, 2021	BUY	$79.86 - $92.62 $6,149 - $7,131	77 Added 1.71%	4,568 $376,000
Q2 2021 Jul 29, 2021	SELL	$78.74 - $90.58 $57,007 - $65,579	-724 Reduced 13.88%	4,491 $360,000
Q1 2021 May 13, 2021	BUY	$77.27 - $90.33 $28,203 - $32,970	365 Added 7.53%	5,215 $451,000
Q4 2020 Jan 22, 2021	SELL	$82.92 - $94.43 $329,607 - $375,359	-3,975 Reduced 45.04%	4,850 $419,000
Q3 2020 Oct 14, 2020	BUY	$78.02 - $90.58 $401,803 - $466,487	5,150 Added 140.14%	8,825 $735,000
Q2 2020 Aug 06, 2020	BUY	$75.06 - $91.56 $275,845 - $336,483	3,675 New	3,675 $304,000
Q2 2019 Aug 06, 2019	SELL	$69.96 - $77.53 $210,719 - $233,520	-3,012 Closed	0 $0
Q1 2019 May 13, 2019	SELL	$63.45 - $71.95 $27,537 - $31,226	-434 Reduced 12.59%	3,012 $214,000
Q4 2018 Feb 13, 2019	BUY	$61.09 - $70.23 $210,516 - $242,012	3,446 New	3,446 $223,000

Others Institutions Holding ES

# of Institutions

935

Shares Held

289M

Call Options Held

445K

Put Options Held

205K

View Full List

About EVERSOURCE ENERGY

Ticker ES
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 346,443,008
Market Cap $21.4B
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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Avantax Advisory Services, Inc. Eversource Energy Transaction History