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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-39- 95.12% |
$2.17K - $2.49K
|
2
$127
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-41- 1.14% |
$2.28K - $2.62K
|
3.54K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-42- 3.59% |
$2.34K - $2.68K
|
1.13K
$71.5K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-45- 1.06% |
$2.5K - $2.87K
|
4.2K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-46- 0.95% |
$2.56K - $2.93K
|
4.79K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 13.79% |
$2.67K - $3.06K
|
300
$19K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-50- 33.33% |
$2.78K - $3.19K
|
100
$6.33K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.83% |
$2.78K - $3.19K
|
5.94K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-50- 0.5% |
$2.78K - $3.19K
|
9.87K
$625K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50- 2.22% |
$2.78K - $3.19K
|
2.2K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-53- 44.17% |
$2.95K - $3.38K
|
67
$4.24K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-56- 1.45% |
$3.12K - $3.57K
|
3.81K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-58- 7.57% |
$3.23K - $3.7K
|
708
$44.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-59- 1.2% |
$3.28K - $3.76K
|
4.86K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-62- 69.66% |
$3.45K - $3.96K
|
27
$1.71K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-63- 36.21% |
$3.5K - $4.02K
|
111
$7.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-63- 8.87% |
$3.5K - $4.02K
|
647
$41K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-66- 0.82% |
$3.67K - $4.21K
|
7.98K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-71- 1.02% |
$3.95K - $4.53K
|
6.9K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-79- 4.13% |
$4.39K - $5.04K
|
1.84K
$116K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-87- 4.37% |
$4.84K - $5.55K
|
1.9K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-88- 1.41% |
$4.9K - $5.61K
|
6.14K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-97- 0.51% |
$5.4K - $6.19K
|
18.8K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-97- 1.57% |
$5.4K - $6.19K
|
6.06K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-103- 1.09% |
$5.73K - $6.57K
|
9.35K
$592K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-107- 80.45% |
$5.95K - $6.83K
|
26
$1.65K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-109- 2.5% |
$6.06K - $6.95K
|
4.26K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-110- 98.21% |
$6.12K - $7.02K
|
2
$127
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-117- 1.98% |
$6.51K - $7.46K
|
5.79K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-119- 0.32% |
$6.62K - $7.59K
|
37.6K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-125- 2.72% |
$6.95K - $7.98K
|
4.47K
$283K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-127Closed |
$7.07K - $8.1K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-130- 1.47% |
$7.23K - $8.29K
|
8.72K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-130- 6.08% |
$7.23K - $8.29K
|
2.01K
$127K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-131- 3.43% |
$7.29K - $8.36K
|
3.69K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-132- 12.14% |
$7.34K - $8.42K
|
955
$60.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-135- 10.15% |
$7.51K - $8.61K
|
1.2K
$75.6K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-149- 38.7% |
$8.29K - $9.51K
|
236
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-164- 3.28% |
$9.12K - $10.5K
|
4.84K
$306K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-170- 4.24% |
$9.46K - $10.8K
|
3.84K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-171- 1.88% |
$9.51K - $10.9K
|
8.92K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-177- 15.14% |
$9.85K - $11.3K
|
992
$62.8K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-179- 86.89% |
$9.96K - $11.4K
|
27
$1.71K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-186- 1.4% |
$10.3K - $11.9K
|
13.1K
$827K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-206- 12.12% |
$11.5K - $13.1K
|
1.49K
$94.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-211- 0.62% |
$11.7K - $13.5K
|
34.1K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-230- 1.02% |
$12.8K - $14.7K
|
22.3K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-249- 1.27% |
$13.9K - $15.9K
|
19.4K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-249- 29.19% |
$13.9K - $15.9K
|
604
$38.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-276- 4.64% |
$15.4K - $17.6K
|
5.67K
$359K
|