A detailed history of Ep Wealth Advisors, LLC transactions in Eversource Energy stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,387 shares of ES stock, worth $918,982. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,387
Previous 16,487 0.61%
Holding current value
$918,982
Previous $934,000 19.38%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$56.52 - $68.38 $5,652 - $6,838
-100 Reduced 0.61%
16,387 $1.12 Million
Q2 2024

Aug 19, 2024

BUY
$56.71 - $61.92 $934,977 - $1.02 Million
16,487 New
16,487 $934,000
Q2 2023

Aug 14, 2023

BUY
$67.92 - $80.82 $598,239 - $711,862
8,808 Added 552.23%
10,403 $737,000
Q1 2023

Jun 05, 2023

BUY
$72.88 - $85.83 $116,243 - $136,898
1,595 New
1,595 $124,000
Q2 2022

Aug 11, 2022

SELL
$77.98 - $93.3 $4,912 - $5,877
-63 Reduced 2.04%
3,025 $256,000
Q1 2022

May 20, 2022

BUY
$79.7 - $89.66 $14,505 - $16,318
182 Added 6.26%
3,088 $272,000
Q4 2021

Feb 17, 2022

BUY
$81.84 - $91.14 $237,827 - $264,852
2,906 New
2,906 $264,000
Q3 2021

Nov 16, 2021

SELL
$79.86 - $92.62 $236,784 - $274,618
-2,965 Closed
0 $0
Q2 2021

Aug 24, 2021

BUY
$78.74 - $90.58 $33,543 - $38,587
426 Added 16.78%
2,965 $238,000
Q1 2021

May 17, 2021

BUY
$77.27 - $90.33 $196,188 - $229,347
2,539 New
2,539 $220,000

Others Institutions Holding ES

About EVERSOURCE ENERGY


  • Ticker ES
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 346,443,008
  • Market Cap $19.4B
  • 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...
More about ES
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