Purchases and Sales Made in Q1 2022 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q1 2022. The information is specifically focused on institutions that hold shares of EVERSOURCE ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14New |
$1.12K - $1.26K
|
14
$814
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.12K - $1.26K
|
14
$814
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
13+ 0.09% |
$1.04K - $1.17K
|
14.3K
$828K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
12+ 60.0% |
$956 - $1.08K
|
32
$1.86K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 0.2% |
$956 - $1.08K
|
5.89K
$342K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 16.42% |
$877 - $986
|
78
$4.53K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.44% |
$797 - $897
|
2.28K
$133K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.27% |
$797 - $897
|
3.78K
$220K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10+ 0.22% |
$797 - $897
|
4.53K
$263K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9+ 0.28% |
$717 - $807
|
3.26K
$189K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.49% |
$717 - $807
|
1.84K
$107K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
9+ 0.74% |
$717 - $807
|
1.22K
$71.1K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 5.14% |
$717 - $807
|
184
$10.7K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 1.03% |
$717 - $807
|
881
$51.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
8New |
$638 - $717
|
8
$465
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.52% |
$638 - $717
|
1.54K
$89.3K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 0.31% |
$638 - $717
|
2.57K
$149K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7+ 0.12% |
$558 - $628
|
5.62K
$327K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 3.74% |
$558 - $628
|
194
$11.3K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.05% |
$478 - $538
|
12.9K
$752K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
5+ 0.75% |
$399 - $448
|
673
$39.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.84% |
$319 - $359
|
479
$27.8K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$319 - $359
|
4
$232
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4New |
$319 - $359
|
4
$232
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$319 - $359
|
4
$232
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.7% |
$239 - $269
|
430
$25K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.13% |
$239 - $269
|
2.26K
$131K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3+ 0.02% |
$239 - $269
|
14.6K
$846K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.79% |
$159 - $179
|
254
$14.8K
|
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.88% |
$79.7 - $89.7
|
115
$6.68K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.03% |
$79.7 - $89.7
|
3.33K
$194K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 0.02% |
$79.7 - $89.7
|
6.42K
$373K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$79.7 - $89.7
|
2.89K
$168K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.63% |
$79.7 - $89.7
|
39
$2.27K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$79.7 - $89.7
|
2.83K
$164K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1- 0.07% |
$79.7 - $89.7
|
1.38K
$80.2K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-2- 0.88% |
$159 - $179
|
225
$13.1K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3- 0.08% |
$239 - $269
|
3.57K
$207K
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
SELL
|
- |
-3- 0.07% |
$239 - $269
|
4.11K
$239K
|
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3- 0.15% |
$239 - $269
|
1.98K
$115K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3- 0.06% |
$239 - $269
|
4.78K
$278K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$319 - $359
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 0.87% |
$399 - $448
|
570
$33.1K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.92% |
$558 - $628
|
358
$20.8K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-7Closed |
$558 - $628
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8- 0.01% |
$638 - $717
|
114K
$6.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 2.69% |
$797 - $897
|
362
$21K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-10- 0.31% |
$797 - $897
|
3.25K
$189K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-13Closed |
$1.04K - $1.17K
|
0
$0
|