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 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
980+ 4.96% |
$71.4K - $84.1K
|
20.7K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
967+ 10.87% |
$70.5K - $83K
|
9.87K
$573K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
960+ 8.64% |
$70K - $82.4K
|
12.1K
$702K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
951+ 19.53% |
$69.3K - $81.6K
|
5.82K
$338K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
929+ 13.13% |
$67.7K - $79.7K
|
8.01K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
916+ 9.57% |
$66.8K - $78.6K
|
10.5K
$610K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
899+ 3.19% |
$65.5K - $77.2K
|
29.1K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
888+ 91.74% |
$64.7K - $76.2K
|
1.86K
$108K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
857+ 11.81% |
$62.5K - $73.6K
|
8.11K
$472K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
852+ 15.82% |
$62.1K - $73.1K
|
6.24K
$363K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
852+ 15.82% |
$62.1K - $73.1K
|
6.24K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
821+ 1.32% |
$59.8K - $70.5K
|
62.9K
$3.65M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
817+ 2.91% |
$59.5K - $70.1K
|
28.9K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
807+ 31.68% |
$58.8K - $69.3K
|
3.35K
$195K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$58.3K - $68.7K
|
800
$46.5K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
782+ 120.68% |
$57K - $67.1K
|
1.43K
$83.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
746+ 0.17% |
$54.4K - $64K
|
438K
$25.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
740+ 4.86% |
$53.9K - $63.5K
|
16K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
734+ 21.74% |
$53.5K - $63K
|
4.11K
$239K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
712+ 8.4% |
$51.9K - $61.1K
|
9.18K
$534K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
707+ 0.75% |
$51.5K - $60.7K
|
95.1K
$5.53M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
689+ 23.01% |
$50.2K - $59.1K
|
3.68K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
682New |
$49.7K - $58.5K
|
682
$39.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
664+ 6.77% |
$48.4K - $57K
|
10.5K
$609K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
663+ 2.35% |
$48.3K - $56.9K
|
28.9K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
660+ 21.83% |
$48.1K - $56.6K
|
3.68K
$214K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
644+ 4.4% |
$46.9K - $55.3K
|
15.3K
$888K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
638+ 20.95% |
$46.5K - $54.8K
|
3.68K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
589+ 58900.0% |
$42.9K - $50.6K
|
590
$34.3K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
577+ 6.32% |
$42.1K - $49.5K
|
9.7K
$564K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
556+ 1.18% |
$40.5K - $47.7K
|
47.6K
$2.77M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
552New |
$40.2K - $47.4K
|
552
$32.1K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
543+ 13.33% |
$39.6K - $46.6K
|
4.62K
$268K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
534+ 44.28% |
$38.9K - $45.8K
|
1.74K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
534+ 0.93% |
$38.9K - $45.8K
|
57.8K
$3.36M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
524New |
$38.2K - $45K
|
524
$30.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
519+ 17.28% |
$37.8K - $44.5K
|
3.52K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
512+ 9.59% |
$37.3K - $43.9K
|
5.85K
$340K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
507+ 9.27% |
$37K - $43.5K
|
5.98K
$347K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
504+ 5.58% |
$36.7K - $43.3K
|
9.54K
$554K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
502New |
$36.6K - $43.1K
|
502
$29.2K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
485+ 1.83% |
$35.3K - $41.6K
|
27K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
464New |
$33.8K - $39.8K
|
464
$27K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
425New |
$31K - $36.5K
|
425
$24.7K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
415+ 0.46% |
$30.2K - $35.6K
|
90.5K
$5.26M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
392+ 12.88% |
$28.6K - $33.6K
|
3.44K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
391+ 10.2% |
$28.5K - $33.6K
|
4.23K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
378+ 6.28% |
$27.5K - $32.4K
|
6.4K
$372K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
364New |
$26.5K - $31.2K
|
364
$21.2K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
347+ 3.42% |
$25.3K - $29.8K
|
10.5K
$610K
|