Purchases and Sales Made in Q1 2025 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q1 2025. 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 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 1.53% |
$612 - $702
|
729
$46.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11+ 45.83% |
$612 - $702
|
35
$2.22K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
9New |
$501 - $574
|
9
$570
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 1.76% |
$445 - $510
|
462
$29.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.08% |
$445 - $510
|
10K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$445 - $510
|
8
$506
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 3.36% |
$445 - $510
|
246
$15.6K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8+ 0.14% |
$445 - $510
|
5.83K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 2.75% |
$334 - $383
|
224
$14.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 1.07% |
$334 - $383
|
566
$35.8K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 19.35% |
$334 - $383
|
37
$2.34K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
6New |
$334 - $383
|
6
$380
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5+ 0.13% |
$278 - $319
|
3.85K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.02% |
$223 - $255
|
17.7K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$223 - $255
|
4
$253
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3+ 0.05% |
$167 - $191
|
6.56K
$415K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 0.31% |
$167 - $191
|
984
$62.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.06% |
$167 - $191
|
287
$18.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.85% |
$55.6 - $63.8
|
55
$3.48K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 16.67% |
$55.6 - $63.8
|
7
$443
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.02% |
$55.6 - $63.8
|
4.36K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.38% |
$55.6 - $63.8
|
43
$2.72K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 1.05% |
$55.6 - $63.8
|
94
$5.95K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 1.54% |
$55.6 - $63.8
|
64
$4.05K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.33% |
$55.6 - $63.8
|
305
$19.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1- 1.03% |
$55.6 - $63.8
|
96
$6.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.05% |
$55.6 - $63.8
|
1.92K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3- 0.15% |
$167 - $191
|
2.04K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4- 0.05% |
$223 - $255
|
7.65K
$484K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4- 0.05% |
$223 - $255
|
7.65K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 6.32% |
$334 - $383
|
89
$5.63K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7- 36.84% |
$389 - $447
|
12
$760
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 8.79% |
$445 - $510
|
83
$5.25K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.14% |
$445 - $510
|
5.56K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10- 3.98% |
$556 - $638
|
241
$15.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-10- 17.86% |
$556 - $638
|
46
$2.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10- 0.37% |
$556 - $638
|
2.73K
$172K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-12- 0.18% |
$668 - $766
|
6.76K
$428K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-18- 0.41% |
$1K - $1.15K
|
4.32K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 24.74% |
$1.34K - $1.53K
|
73
$4.62K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-24- 3.45% |
$1.34K - $1.53K
|
672
$42.5K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-25- 0.2% |
$1.39K - $1.6K
|
12.2K
$771K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26- 1.86% |
$1.45K - $1.66K
|
1.37K
$86.9K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-28- 5.49% |
$1.56K - $1.79K
|
482
$30.5K
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-29- 0.29% |
$1.61K - $1.85K
|
9.85K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 4.14% |
$1.67K - $1.91K
|
695
$44K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-33- 1.57% |
$1.84K - $2.11K
|
2.07K
$131K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 1.98% |
$1.89K - $2.17K
|
1.68K
$106K
|