Latest Institutional Transactions on Eversource Energy (ES)
This table provides information on the latest institutional transactions involving Eversource Energy (ES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
40New |
$2.24K - $2.71K
|
40
$2.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1.3K+ 43.33% |
$72.7K - $88K
|
4.3K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
800New |
$44.7K - $54.2K
|
800
$50.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
28+ 10.81% |
$1.57K - $1.9K
|
287
$18.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.83KNew |
$214K - $259K
|
3.83K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.9K - $2.3K
|
34
$2.15K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
323New |
$18.1K - $21.9K
|
323
$20.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.6KNew |
$145K - $176K
|
2.6K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
26New |
$1.45K - $1.76K
|
26
$1.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
24.6KNew |
$1.37M - $1.66M
|
24.6K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68New |
$3.8K - $4.61K
|
68
$4.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.51KNew |
$84.2K - $102K
|
1.51K
$95.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
134KNew |
$7.49M - $9.07M
|
134K
$8.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-385- 7.3% |
$21.5K - $26.1K
|
4.89K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
55+ 1.26% |
$3.07K - $3.73K
|
4.41K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
150KNew |
$8.39M - $10.2M
|
150K
$9.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-300- 5.03% |
$16.8K - $20.3K
|
5.66K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
155New |
$8.66K - $10.5K
|
155
$9.81K
|
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
16.6K+ 4.22% |
$930K - $1.13M
|
411K
$26M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
232New |
$13K - $15.7K
|
232
$14.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-229- 14.01% |
$12.8K - $15.5K
|
1.41K
$89K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20- 0.41% |
$1.12K - $1.35K
|
4.85K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
44+ 1.22% |
$2.46K - $2.98K
|
3.66K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1K- 2.09% |
$55.9K - $67.7K
|
46.8K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.66K- 12.47% |
$149K - $180K
|
18.7K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
301+ 104.51% |
$16.8K - $20.4K
|
589
$37.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
187New |
$10.5K - $12.7K
|
187
$11.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-47.7K- 98.53% |
$2.67M - $3.23M
|
712
$45.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.13KNew |
$63.4K - $76.8K
|
1.13K
$71.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-98- 2.03% |
$5.48K - $6.64K
|
4.73K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
399+ 11.34% |
$22.3K - $27K
|
3.92K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
214New |
$12K - $14.5K
|
214
$13.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.48KNew |
$82.8K - $100K
|
1.48K
$93.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
46New |
$2.57K - $3.12K
|
46
$2.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$213K - $258K
|
3.81K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$559 - $677
|
10
$633
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-508- 50.4% |
$28.4K - $34.4K
|
500
$31.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$55.9 - $67.7
|
5.41K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
390New |
$21.8K - $26.4K
|
390
$24.7K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-1- 0.21% |
$55.9 - $67.7
|
478
$30.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 2.67% |
$224 - $271
|
154
$9.75K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
18.6KNew |
$1.04M - $1.26M
|
18.6K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-141- 3.39% |
$7.88K - $9.55K
|
4.02K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$280 - $339
|
5
$317
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
43+ 1.25% |
$2.4K - $2.91K
|
3.49K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-710- 28.57% |
$39.7K - $48.1K
|
1.78K
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 68.0% |
$950 - $1.15K
|
8
$506
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-8- 0.54% |
$447 - $542
|
1.48K
$93.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
72New |
$4.02K - $4.88K
|
72
$4.56K
|
|
| Q3 2024 | |||||||
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
45New |
$2.54K - $3.08K
|
45
$2.85K
|
|