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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
72+ 1.55% |
$4.08K - $4.46K
|
4.73K
$299K
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
8.7K+ 226.81% |
$493K - $538K
|
12.5K
$793K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 1.88% |
$510 - $557
|
489
$31K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.04K+ 586.92% |
$456K - $498K
|
9.4K
$595K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
135New |
$7.66K - $8.36K
|
135
$8.55K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$3.97K - $4.33K
|
70
$4.43K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
40New |
$2.27K - $2.48K
|
40
$2.53K
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
3.59KNew |
$203K - $222K
|
3.59K
$227K
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-7.1K- 40.8% |
$403K - $440K
|
10.3K
$652K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7New |
$397 - $433
|
7
$443
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.52KNew |
$86K - $93.9K
|
1.52K
$96K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.17KNew |
$123K - $134K
|
2.17K
$137K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2K- 30.43% |
$113K - $124K
|
4.57K
$289K
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-95- 2.15% |
$5.39K - $5.88K
|
4.32K
$274K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.22KNew |
$182K - $199K
|
3.22K
$204K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
111+ 130.59% |
$6.29K - $6.87K
|
196
$12.4K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-16- 0.32% |
$907 - $991
|
4.92K
$311K
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-700- 11.11% |
$39.7K - $43.3K
|
5.6K
$354K
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.2K- 19.64% |
$125K - $136K
|
9K
$570K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
34New |
$1.93K - $2.11K
|
34
$2.15K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-26- 9.03% |
$1.47K - $1.61K
|
262
$16.6K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 45.39% |
$3.63K - $3.96K
|
77
$4.87K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-50- 44.64% |
$2.84K - $3.1K
|
62
$3.92K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-75- 10.39% |
$4.25K - $4.64K
|
647
$41K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-670- 97.67% |
$38K - $41.5K
|
16
$1.01K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
399New |
$22.6K - $24.7K
|
399
$25.3K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
83New |
$4.71K - $5.14K
|
83
$5.25K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$510 - $557
|
9
$570
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
219New |
$12.4K - $13.6K
|
219
$13.9K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.31KNew |
$131K - $143K
|
2.31K
$146K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33New |
$1.87K - $2.04K
|
33
$2.09K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
879New |
$49.8K - $54.4K
|
879
$55.6K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$340 - $372
|
6
$380
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 87.5% |
$397 - $433
|
1
$63.3
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
5.94KNew |
$337K - $368K
|
5.94K
$376K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17+ 0.43% |
$964 - $1.05K
|
3.94K
$249K
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
31.5KNew |
$1.79M - $1.95M
|
31.5K
$1.99M
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.09K- 22.11% |
$62K - $67.7K
|
3.85K
$244K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-557- 9.68% |
$31.6K - $34.5K
|
5.2K
$329K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
448New |
$25.4K - $27.7K
|
448
$28.4K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64New |
$3.63K - $3.96K
|
64
$4.05K
|
|
Q1 2024 | |||||||
Sep 05, 2025
Q1 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-60.7K- 23.77% |
$3.2M - $3.9M
|
195K
$12.3M
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
488+ 12.99% |
$25.8K - $31.4K
|
4.24K
$269K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1- 0.02% |
$52.8 - $64.3
|
4.92K
$311K
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.56KNew |
$293K - $357K
|
5.56K
$352K
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
27KNew |
$1.43M - $1.74M
|
27K
$1.71M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
18.6KNew |
$984K - $1.2M
|
18.6K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
36.1KNew |
$1.9M - $2.32M
|
36.1K
$2.28M
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.25KNew |
$224K - $273K
|
4.25K
$269K
|