Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Eversource Energy Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.31 Billion
Q1 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$77.98 - $93.3 $249,536 - $298,560	-3,200 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$79.7 - $89.66 $8,368 - $9,414	105 Added 3.39%	3,200 $282,000
Q4 2021 Feb 14, 2022	BUY	$81.84 - $91.14 $253,294 - $282,078	3,095 New	3,095 $282,000
Q2 2020 Aug 12, 2020	SELL	$75.06 - $91.56 $210,168 - $256,368	-2,800 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$62.23 - $98.54 $23,896 - $37,839	384 Added 15.89%	2,800 $219,000

Q4 2019 Feb 13, 2020	SELL	$79.19 - $86.2 $999,140 - $1.09 Million	-12,617 Reduced 83.93%	2,416 $206,000
Q1 2018 May 14, 2018	BUY	$56.11 - $64.57 $843,501 - $970,680	15,033 New	15,033 $63,000

Others Institutions Holding ES

# of Institutions

875

Shares Held

276M

Call Options Held

557K

Put Options Held

503K

Vanguard Group Inc Valley Forge, PA

42M
Shares

$2.41 Billion
0.05% of portfolio
Black Rock Inc. New York, NY

37.6M
Shares

$2.16 Billion
0.05% of portfolio
State Street Corp Boston, MA

26.8M
Shares

$1.54 Billion
0.07% of portfolio
Geode Capital Management, LLC Boston, MA

8.96M
Shares

$513 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

8.47M
Shares

$486 Million
0.12% of portfolio

View Full List

About EVERSOURCE ENERGY

Ticker ES
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 346,443,008
Market Cap $19.9B
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

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