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 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
112New |
$8.16K - $9.61K
|
112
$6.51K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
111+ 1.62% |
$8.09K - $9.53K
|
6.97K
$405K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110+ 51.89% |
$8.02K - $9.44K
|
322
$18.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
107+ 6.69% |
$7.8K - $9.18K
|
1.71K
$99.2K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
106+ 2.98% |
$7.73K - $9.1K
|
3.67K
$213K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
104+ 0.54% |
$7.58K - $8.93K
|
19.2K
$1.12M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
103New |
$7.51K - $8.84K
|
103
$5.99K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
101+ 27.37% |
$7.36K - $8.67K
|
470
$27.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.44% |
$7.29K - $8.58K
|
22.6K
$1.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
94+ 20.26% |
$6.85K - $8.07K
|
558
$32.4K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90+ 0.13% |
$6.56K - $7.72K
|
70.2K
$4.08M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
90+ 0.98% |
$6.56K - $7.72K
|
9.23K
$537K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
88+ 46.07% |
$6.41K - $7.55K
|
279
$16.2K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
86+ 0.95% |
$6.27K - $7.38K
|
9.13K
$531K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
86+ 2.23% |
$6.27K - $7.38K
|
3.95K
$230K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
84+ 0.17% |
$6.12K - $7.21K
|
49.8K
$2.9M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
82+ 18.94% |
$5.98K - $7.04K
|
515
$29.9K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82+ 0.43% |
$5.98K - $7.04K
|
19.1K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
74+ 10.53% |
$5.39K - $6.35K
|
777
$45.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
63+ 4.16% |
$4.59K - $5.41K
|
1.58K
$91.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
62+ 1.0% |
$4.52K - $5.32K
|
6.29K
$366K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 24.27% |
$4.23K - $4.98K
|
297
$17.3K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
53+ 0.26% |
$3.86K - $4.55K
|
20.2K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51+ 0.98% |
$3.72K - $4.38K
|
5.25K
$305K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
50+ 1.65% |
$3.64K - $4.29K
|
3.09K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
49+ 163.33% |
$3.57K - $4.21K
|
79
$4.59K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
48+ 0.49% |
$3.5K - $4.12K
|
9.93K
$577K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
46+ 230.0% |
$3.35K - $3.95K
|
66
$3.84K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45+ 0.88% |
$3.28K - $3.86K
|
5.14K
$299K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
44New |
$3.21K - $3.78K
|
44
$2.56K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 7.52% |
$3.21K - $3.78K
|
629
$36.6K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43New |
$3.13K - $3.69K
|
43
$2.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
38+ 1.27% |
$2.77K - $3.26K
|
3.02K
$176K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37+ 23.27% |
$2.7K - $3.18K
|
196
$11.4K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36+ 4.43% |
$2.62K - $3.09K
|
848
$49.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
34New |
$2.48K - $2.92K
|
34
$1.98K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34+ 1.13% |
$2.48K - $2.92K
|
3.04K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.3% |
$2.41K - $2.83K
|
10.9K
$636K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29+ 0.05% |
$2.11K - $2.49K
|
54.5K
$3.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
29+ 0.58% |
$2.11K - $2.49K
|
4.99K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
28+ 1.09% |
$2.04K - $2.4K
|
2.6K
$151K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28+ 4.97% |
$2.04K - $2.4K
|
591
$34.3K
|
|
|
May 15, 2023
Q1 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
28+ 0.01% |
$2.04K - $2.4K
|
555K
$32.3M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 2.97% |
$1.97K - $2.32K
|
936
$54.4K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
25+ 0.26% |
$1.82K - $2.15K
|
9.63K
$560K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
25+ 0.74% |
$1.82K - $2.15K
|
3.39K
$197K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25New |
$1.82K - $2.15K
|
25
$1.45K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24+ 2.19% |
$1.75K - $2.06K
|
1.12K
$65K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 72.73% |
$1.75K - $2.06K
|
57
$3.31K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
23+ 0.47% |
$1.68K - $1.97K
|
4.93K
$287K
|