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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-101- 0.18% |
$7.36K - $8.67K
|
56.6K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-102- 2.39% |
$7.43K - $8.75K
|
4.16K
$242K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-110- 1.4% |
$8.02K - $9.44K
|
7.74K
$450K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-111- 50.0% |
$8.09K - $9.53K
|
111
$6.45K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-116- 1.81% |
$8.45K - $9.96K
|
6.28K
$365K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-119- 4.87% |
$8.67K - $10.2K
|
2.32K
$135K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 16.55% |
$8.75K - $10.3K
|
605
$35.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-120- 2.88% |
$8.75K - $10.3K
|
4.05K
$235K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-122- 8.78% |
$8.89K - $10.5K
|
1.27K
$73.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-129- 6.46% |
$9.4K - $11.1K
|
1.87K
$109K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-131- 6.53% |
$9.55K - $11.2K
|
1.88K
$109K
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-132- 3.63% |
$9.62K - $11.3K
|
3.51K
$204K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-134- 0.73% |
$9.77K - $11.5K
|
18.3K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-136- 93.15% |
$9.91K - $11.7K
|
10
$581
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-141- 70.15% |
$10.3K - $12.1K
|
60
$3.49K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-150- 0.16% |
$10.9K - $12.9K
|
95.3K
$5.54M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-151- 16.06% |
$11K - $13K
|
789
$45.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-154- 4.9% |
$11.2K - $13.2K
|
2.99K
$174K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-158Closed |
$11.5K - $13.6K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-162- 5.27% |
$11.8K - $13.9K
|
2.91K
$169K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-187- 3.39% |
$13.6K - $16.1K
|
5.33K
$310K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-200- 46.84% |
$14.6K - $17.2K
|
227
$13.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.53% |
$14.6K - $17.2K
|
7.7K
$448K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-207- 35.81% |
$15.1K - $17.8K
|
371
$21.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-212- 7.04% |
$15.5K - $18.2K
|
2.8K
$163K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-216- 5.43% |
$15.7K - $18.5K
|
3.77K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-223- 1.48% |
$16.3K - $19.1K
|
14.8K
$860K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-228- 4.54% |
$16.6K - $19.6K
|
4.8K
$279K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-236- 2.6% |
$17.2K - $20.3K
|
8.83K
$513K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-239- 7.57% |
$17.4K - $20.5K
|
2.92K
$170K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-251- 4.26% |
$18.3K - $21.5K
|
5.64K
$328K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-260- 3.22% |
$18.9K - $22.3K
|
7.82K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-292- 6.5% |
$21.3K - $25.1K
|
4.2K
$244K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-293- 2.89% |
$21.4K - $25.1K
|
9.84K
$572K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-295- 95.78% |
$21.5K - $25.3K
|
13
$756
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-300- 1.39% |
$21.9K - $25.7K
|
21.3K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-308- 3.68% |
$22.4K - $26.4K
|
8.05K
$468K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-345- 3.76% |
$25.1K - $29.6K
|
8.84K
$514K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-352- 9.24% |
$25.7K - $30.2K
|
3.46K
$201K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-365- 6.71% |
$26.6K - $31.3K
|
5.07K
$295K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-383- 0.5% |
$27.9K - $32.9K
|
75.5K
$4.39M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-393- 2.04% |
$28.6K - $33.7K
|
18.9K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-397- 3.04% |
$28.9K - $34.1K
|
12.7K
$736K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-430- 1.25% |
$31.3K - $36.9K
|
34K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-445- 12.0% |
$32.4K - $38.2K
|
3.26K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-446- 10.26% |
$32.5K - $38.3K
|
3.9K
$227K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-495- 1.26% |
$36.1K - $42.5K
|
38.9K
$2.26M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 3.01% |
$36.4K - $42.9K
|
16.1K
$937K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-516- 1.55% |
$37.6K - $44.3K
|
32.7K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-524- 99.81% |
$38.2K - $45K
|
1
$58.1
|