Purchases and Sales Made in Q1 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$583 - $687
|
33.4K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 6.21% |
$729 - $858
|
151
$8.78K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-14- 0.38% |
$1.02K - $1.2K
|
3.68K
$214K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-15- 0.13% |
$1.09K - $1.29K
|
11.1K
$648K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-15- 0.27% |
$1.09K - $1.29K
|
5.53K
$321K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-19- 2.74% |
$1.38K - $1.63K
|
675
$39.2K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-20- 3.07% |
$1.46K - $1.72K
|
632
$36.7K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-20- 0.22% |
$1.46K - $1.72K
|
9.16K
$532K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-21- 0.17% |
$1.53K - $1.8K
|
12.4K
$720K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 1.18% |
$1.53K - $1.8K
|
1.77K
$103K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-22- 2.32% |
$1.6K - $1.89K
|
925
$53.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-26- 0.95% |
$1.89K - $2.23K
|
2.71K
$157K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-28- 1.21% |
$2.04K - $2.4K
|
2.28K
$132K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-29- 34.94% |
$2.11K - $2.49K
|
54
$3.14K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-31- 0.26% |
$2.26K - $2.66K
|
11.9K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-37- 0.1% |
$2.7K - $3.18K
|
36.2K
$2.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-38- 58.46% |
$2.77K - $3.26K
|
27
$1.57K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-38- 0.09% |
$2.77K - $3.26K
|
44K
$2.56M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39- 15.06% |
$2.84K - $3.35K
|
220
$12.8K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-40- 0.84% |
$2.92K - $3.43K
|
4.72K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-42- 1.52% |
$3.06K - $3.6K
|
2.72K
$158K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-47- 35.07% |
$3.43K - $4.03K
|
87
$5.06K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-47- 3.01% |
$3.43K - $4.03K
|
1.52K
$88.1K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-48- 0.34% |
$3.5K - $4.12K
|
14.2K
$822K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-48- 1.46% |
$3.5K - $4.12K
|
3.23K
$188K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-49- 81.67% |
$3.57K - $4.21K
|
11
$639
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-51- 1.93% |
$3.72K - $4.38K
|
2.6K
$151K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-51- 43.59% |
$3.72K - $4.38K
|
66
$3.84K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-52- 0.59% |
$3.79K - $4.46K
|
8.82K
$513K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56- 2.52% |
$4.08K - $4.81K
|
2.16K
$126K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-60- 1.27% |
$4.37K - $5.15K
|
4.67K
$271K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-61- 0.66% |
$4.45K - $5.24K
|
9.14K
$531K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-62- 1.01% |
$4.52K - $5.32K
|
6.1K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-63- 0.96% |
$4.59K - $5.41K
|
6.5K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-64- 3.8% |
$4.66K - $5.49K
|
1.62K
$94K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-64- 3.2% |
$4.66K - $5.49K
|
1.94K
$113K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-73- 0.95% |
$5.32K - $6.27K
|
7.58K
$441K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-75- 0.69% |
$5.47K - $6.44K
|
10.8K
$628K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-75- 1.39% |
$5.47K - $6.44K
|
5.32K
$309K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-75- 37.5% |
$5.47K - $6.44K
|
125
$7.27K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-75- 1.4% |
$5.47K - $6.44K
|
5.28K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 66.1% |
$5.68K - $6.69K
|
40
$2.32K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-79- 14.82% |
$5.76K - $6.78K
|
454
$26.4K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-80- 5.81% |
$5.83K - $6.87K
|
1.3K
$75.4K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-81Closed |
$5.9K - $6.95K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-84- 2.41% |
$6.12K - $7.21K
|
3.4K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-87- 61.27% |
$6.34K - $7.47K
|
55
$3.2K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-91- 1.16% |
$6.63K - $7.81K
|
7.74K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-99- 0.27% |
$7.22K - $8.5K
|
36.2K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-99- 2.06% |
$7.22K - $8.5K
|
4.71K
$274K
|