Purchases and Sales Made in Q1 2024 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q1 2024. 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, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
5.44KNew |
$287K - $350K
|
5.44K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.32KNew |
$281K - $342K
|
5.32K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.31KNew |
$280K - $341K
|
5.31K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.21K+ 13.03% |
$275K - $335K
|
45.2K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.06K+ 1.15% |
$267K - $326K
|
447K
$26M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5KNew |
$264K - $322K
|
5K
$291K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.93K+ 3.72% |
$260K - $317K
|
137K
$7.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.76K+ 1.49% |
$251K - $306K
|
325K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.7K+ 13.65% |
$248K - $302K
|
39.2K
$2.28M
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
4.62KNew |
$244K - $297K
|
4.62K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.48KNew |
$236K - $288K
|
4.48K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.42KNew |
$233K - $284K
|
4.42K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.33K+ 71.81% |
$228K - $278K
|
10.4K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.27K+ 0.23% |
$225K - $274K
|
1.85M
$107M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.25KNew |
$224K - $273K
|
4.25K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.19K+ 16.41% |
$221K - $269K
|
29.7K
$1.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.17KNew |
$220K - $268K
|
4.17K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
4.13KNew |
$218K - $266K
|
4.13K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.86K+ 15.17% |
$204K - $248K
|
29.3K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.79K+ 7.57% |
$200K - $244K
|
53.8K
$3.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3.71K+ 4.69% |
$196K - $238K
|
82.8K
$4.81M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.68K+ 18.36% |
$194K - $236K
|
23.7K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.68K+ 39.09% |
$194K - $236K
|
13.1K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.68K+ 74.14% |
$194K - $236K
|
8.63K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.62KNew |
$191K - $232K
|
3.62K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.59KNew |
$190K - $231K
|
3.59K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.53KNew |
$186K - $227K
|
3.53K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.52KNew |
$186K - $226K
|
3.52K
$205K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.52KNew |
$186K - $226K
|
3.52K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.5K+ 2.93% |
$185K - $225K
|
123K
$7.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.41K+ 0.39% |
$180K - $219K
|
879K
$51.1M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.02KNew |
$159K - $194K
|
3.02K
$175K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$158K - $193K
|
3K
$174K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.95K+ 15.08% |
$156K - $190K
|
22.5K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.91K+ 12.55% |
$154K - $187K
|
26.1K
$1.52M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.81K+ 9.2% |
$148K - $180K
|
33.3K
$1.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.76K+ 26.05% |
$146K - $178K
|
13.4K
$777K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.74K+ 174.27% |
$144K - $176K
|
4.31K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.72K+ 6.97% |
$144K - $175K
|
41.8K
$2.43M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.69KNew |
$142K - $173K
|
2.69K
$156K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.68K+ 61.36% |
$142K - $173K
|
7.06K
$410K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.42K+ 53.36% |
$128K - $156K
|
6.96K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Patrizia Pty LTD
Barton, C3 |
BUY
|
- |
2.4K+ 2.72% |
$126K - $154K
|
90.4K
$5.25M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.35K+ 26.96% |
$124K - $151K
|
11.1K
$644K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 1.47% |
$122K - $149K
|
160K
$9.31M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.28K+ 54.12% |
$121K - $147K
|
6.5K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.08K+ 4.34% |
$110K - $134K
|
50K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.05KNew |
$108K - $132K
|
2.05K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 261.5% |
$103K - $126K
|
2.7K
$157K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.94K+ 4.28% |
$103K - $125K
|
47.4K
$2.76M
|