Wealthspire Advisors, LLC Eversource Energy Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Eversource Energy stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,674 shares of ES stock, worth $369,036. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,674

Previous 5,950 4.64%

Holding current value

$369,036

Previous $341,000 3.23%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$55.63 - $63.8 $15,353 - $17,608	-276 Reduced 4.64%	5,674 $352,000
Q4 2024 Feb 03, 2025	SELL	$55.9 - $67.73 $24,372 - $29,530	-436 Reduced 6.83%	5,950 $341,000
Q3 2024 Nov 13, 2024	SELL	$56.52 - $68.38 $339 - $410	-6 Reduced 0.09%	6,386 $434,000
Q2 2024 Aug 08, 2024	BUY	$56.71 - $61.92 $44,233 - $48,297	780 Added 13.9%	6,392 $362,000
Q1 2024 May 06, 2024	BUY	$52.78 - $64.29 $1,688 - $2,057	32 Added 0.57%	5,612 $335,000
Q4 2023 Feb 06, 2024	BUY	$52.46 - $63.53 $6,242 - $7,560	119 Added 2.18%	5,580 $344,000
Q3 2023 Nov 06, 2023	BUY	$57.36 - $74.31 $30,056 - $38,938	524 Added 10.61%	5,461 $317,000
Q2 2023 Jul 31, 2023	SELL	$67.92 - $80.82 $1,426 - $1,697	-21 Reduced 0.42%	4,937 $350,000
Q1 2023 May 09, 2023	SELL	$72.88 - $85.83 $132,350 - $155,867	-1,816 Reduced 26.81%	4,958 $388,000
Q4 2022 Feb 13, 2023	BUY	$71.68 - $86.0 $85,800 - $102,942	1,197 Added 21.46%	6,774 $567,000
Q3 2022 Nov 14, 2022	BUY	$77.96 - $93.96 $79,753 - $96,121	1,023 Added 22.46%	5,577 $435,000
Q2 2022 Aug 09, 2022	SELL	$77.98 - $93.3 $9,279 - $11,102	-119 Reduced 2.55%	4,554 $385,000
Q1 2022 May 09, 2022	SELL	$79.7 - $89.66 $75,715 - $85,177	-950 Reduced 16.89%	4,673 $412,000
Q4 2021 Feb 14, 2022	BUY	$81.84 - $91.14 $45,421 - $50,582	555 Added 10.95%	5,623 $512,000
Q3 2021 Nov 15, 2021	SELL	$79.86 - $92.62 $68,679 - $79,653	-860 Reduced 14.51%	5,068 $414,000
Q2 2021 Aug 13, 2021	SELL	$78.74 - $90.58 $351,652 - $404,530	-4,466 Reduced 42.97%	5,928 $476,000
Q1 2021 May 17, 2021	BUY	$77.27 - $90.33 $174,939 - $204,507	2,264 Added 27.85%	10,394 $900,000
Q4 2020 Feb 16, 2021	BUY	$82.92 - $94.43 $674,139 - $767,715	8,130 New	8,130 $703,000
Q2 2020 Aug 14, 2020	SELL	$75.06 - $91.56 $485,413 - $592,118	-6,467 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$62.23 - $98.54 $402,441 - $637,258	6,467 New	6,467 $506,000
Q1 2019 May 08, 2019	SELL	$63.45 - $71.95 $12,753 - $14,461	-201 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$61.09 - $70.23 $12,279 - $14,116	201 New	201 $13,000

Others Institutions Holding ES

# of Institutions

1,018

Shares Held

298M

Call Options Held

531K

Put Options Held

161K

View Full List

About EVERSOURCE ENERGY

Ticker ES
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 346,443,008
Market Cap $22.5B
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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Wealthspire Advisors, LLC Eversource Energy Transaction History