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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 44.44% |
$422 - $514
|
10
$651
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-9- 11.39% |
$475 - $579
|
70
$4.56K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 38.46% |
$528 - $643
|
16
$1.04K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 33.33% |
$528 - $643
|
20
$1.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-11- 0.12% |
$581 - $707
|
9.36K
$610K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-11- 0.25% |
$581 - $707
|
4.41K
$287K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 6.09% |
$633 - $771
|
185
$12K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-12- 0.1% |
$633 - $771
|
11.5K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13- 0.35% |
$686 - $836
|
3.74K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14- 35.9% |
$739 - $900
|
25
$1.63K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 15.05% |
$739 - $900
|
79
$5.14K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16- 0.44% |
$844 - $1.03K
|
3.6K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-16- 0.25% |
$844 - $1.03K
|
6.33K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-22- 5.02% |
$1.16K - $1.41K
|
416
$27.1K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 1.32% |
$1.21K - $1.48K
|
1.72K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-24- 0.47% |
$1.27K - $1.54K
|
5.11K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-24- 0.4% |
$1.27K - $1.54K
|
5.96K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26- 15.57% |
$1.37K - $1.67K
|
141
$9.18K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-26- 2.35% |
$1.37K - $1.67K
|
1.08K
$70.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-28- 5.3% |
$1.48K - $1.8K
|
500
$32.6K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-41- 0.49% |
$2.16K - $2.64K
|
8.34K
$543K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-42- 0.18% |
$2.22K - $2.7K
|
22.8K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-44- 30.56% |
$2.32K - $2.83K
|
100
$6.51K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-49- 15.56% |
$2.59K - $3.15K
|
266
$17.3K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-49- 0.11% |
$2.59K - $3.15K
|
45.7K
$2.97M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50- 6.6% |
$2.64K - $3.21K
|
708
$46.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 72.6% |
$2.8K - $3.41K
|
20
$1.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-56- 23.53% |
$2.96K - $3.6K
|
182
$11.9K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-70- 1.28% |
$3.69K - $4.5K
|
5.41K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-72- 1.24% |
$3.8K - $4.63K
|
5.73K
$373K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-74- 1.98% |
$3.91K - $4.76K
|
3.66K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-85- 1.3% |
$4.49K - $5.46K
|
6.45K
$420K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-96- 5.67% |
$5.07K - $6.17K
|
1.6K
$104K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-100- 2.61% |
$5.28K - $6.43K
|
3.73K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100- 1.31% |
$5.28K - $6.43K
|
7.53K
$490K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-103- 1.71% |
$5.44K - $6.62K
|
5.9K
$384K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-106- 12.69% |
$5.59K - $6.81K
|
729
$47.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-108- 3.87% |
$5.7K - $6.94K
|
2.68K
$175K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-109- 0.59% |
$5.75K - $7.01K
|
18.5K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-123- 32.63% |
$6.49K - $7.91K
|
254
$16.5K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-125- 64.77% |
$6.6K - $8.04K
|
68
$4.43K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-128- 4.16% |
$6.76K - $8.23K
|
2.95K
$192K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-131- 2.99% |
$6.91K - $8.42K
|
4.25K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-131- 0.92% |
$6.91K - $8.42K
|
14.1K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-132- 1.97% |
$6.97K - $8.49K
|
6.57K
$428K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-139- 49.29% |
$7.34K - $8.94K
|
143
$9.31K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-140- 1.56% |
$7.39K - $9K
|
8.83K
$575K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-142- 37.57% |
$7.49K - $9.13K
|
236
$15.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-143- 47.99% |
$7.55K - $9.19K
|
155
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-144- 92.31% |
$7.6K - $9.26K
|
12
$781
|