Principle Wealth Partners LLC Eversource Energy Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Eversource Energy stock. As of the latest transaction made, Principle Wealth Partners LLC holds 17,711 shares of ES stock, worth $1.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,711

Previous 17,787 0.43%

Holding current value

$1.04 Million

Previous $1.01 Million 19.54%

% of portfolio

0.09%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$56.52 - $68.38 $4,295 - $5,196	-76 Reduced 0.43%	17,711 $1.21 Million
Q2 2024 Aug 13, 2024	SELL	$56.71 - $61.92 $38,789 - $42,353	-684 Reduced 3.7%	17,787 $1.01 Million
Q1 2024 Apr 23, 2024	SELL	$52.78 - $64.29 $5,753 - $7,007	-109 Reduced 0.59%	18,471 $1.1 Million
Q4 2023 Feb 05, 2024	SELL	$52.46 - $63.53 $3,462 - $4,192	-66 Reduced 0.35%	18,580 $1.15 Million
Q3 2023 Nov 01, 2023	BUY	$57.36 - $74.31 $172 - $222	3 Added 0.02%	18,646 $1.08 Million
Q2 2023 Jul 31, 2023	BUY	$67.92 - $80.82 $20,987 - $24,973	309 Added 1.69%	18,643 $1.32 Million
Q1 2023 May 10, 2023	SELL	$72.88 - $85.83 $9,765 - $11,501	-134 Reduced 0.73%	18,334 $1.43 Million
Q4 2022 Feb 02, 2023	BUY	$71.68 - $86.0 $49,889 - $59,856	696 Added 3.92%	18,468 $1.55 Million
Q3 2022 Nov 14, 2022	BUY	$77.96 - $93.96 $18,866 - $22,738	242 Added 1.38%	17,772 $1.39 Million
Q2 2022 Aug 02, 2022	BUY	$77.98 - $93.3 $34,935 - $41,798	448 Added 2.62%	17,530 $1.48 Million
Q3 2021 Nov 16, 2021	SELL	$79.86 - $92.62 $51,110 - $59,276	-640 Reduced 3.61%	17,082 $1.4 Million
Q2 2021 Aug 13, 2021	SELL	$78.74 - $90.58 $2,677 - $3,079	-34 Reduced 0.19%	17,722 $1.42 Million
Q1 2021 May 18, 2021	SELL	$77.27 - $90.33 $12,904 - $15,085	-167 Reduced 0.93%	17,756 $1.54 Million
Q4 2020 Feb 16, 2021	BUY	$82.92 - $94.43 $1.49 Million - $1.69 Million	17,923 New	17,923 $1.55 Million
Q3 2020 Nov 16, 2020	SELL	$78.02 - $90.58 $288,752 - $335,236	-3,701 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$75.06 - $91.56 $975 - $1,190	13 Added 0.35%	3,701 $308,000
Q1 2020 May 13, 2020	BUY	$62.23 - $98.54 $871 - $1,379	14 Added 0.38%	3,688 $288,000
Q4 2019 Feb 04, 2020	BUY	$79.19 - $86.2 $950 - $1,034	12 Added 0.33%	3,674 $313,000
Q3 2019 Nov 05, 2019	BUY	$75.66 - $85.47 $277,066 - $312,991	3,662 New	3,662 $313,000

Others Institutions Holding ES

# of Institutions

940

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 $20.3B
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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Principle Wealth Partners LLC Eversource Energy Transaction History