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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 6.58% |
$960K - $1.1M
|
280K
$17.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
16.1K+ 22.45% |
$893K - $1.02M
|
87.5K
$5.45M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 16.4% |
$887K - $1.02M
|
113K
$7.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
15KNew |
$836K - $959K
|
15K
$936K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
14.9K+ 1.26% |
$827K - $949K
|
1.2M
$74.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.8KNew |
$825K - $946K
|
14.8K
$923K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.8K+ 3.54% |
$823K - $944K
|
433K
$27M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.7K+ 117.77% |
$817K - $937K
|
27.2K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.4K+ 13.13% |
$743K - $852K
|
115K
$7.16M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
13K+ 49.01% |
$722K - $828K
|
39.4K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
12.3K+ 4.59% |
$686K - $787K
|
281K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.8K+ 107.49% |
$655K - $751K
|
22.7K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11.7K+ 293.72% |
$648K - $743K
|
15.6K
$972K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
11.3KNew |
$630K - $723K
|
11.3K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.3K+ 7.72% |
$630K - $722K
|
158K
$9.83M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.1KNew |
$620K - $711K
|
11.1K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
11.1K+ 3.12% |
$617K - $708K
|
367K
$22.8M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.8KNew |
$601K - $689K
|
10.8K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
10.8KNew |
$598K - $686K
|
10.8K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
10.7KNew |
$594K - $681K
|
10.7K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.5KNew |
$584K - $670K
|
10.5K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
9.56K+ 6.81% |
$532K - $610K
|
150K
$9.33M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
9.55K+ 9.23% |
$531K - $609K
|
113K
$7.03M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
9.05K+ 131.64% |
$503K - $577K
|
15.9K
$991K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.94K+ 100.7% |
$498K - $571K
|
17.8K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.62K+ 14.91% |
$479K - $550K
|
66.4K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
7.83KNew |
$436K - $500K
|
7.83K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.67K+ 12.91% |
$427K - $489K
|
67.1K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
7.53KNew |
$419K - $480K
|
7.53K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.32K+ 4.94% |
$407K - $467K
|
155K
$9.66M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.3K+ 7.68% |
$406K - $466K
|
102K
$6.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.85K+ 139.89% |
$381K - $437K
|
11.7K
$731K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.8KNew |
$378K - $434K
|
6.8K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.78K+ 164.6% |
$377K - $433K
|
10.9K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.11K+ 1.9% |
$340K - $390K
|
328K
$20.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6KNew |
$334K - $383K
|
6K
$374K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.94K+ 123.59% |
$330K - $379K
|
10.7K
$669K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
5.73K+ 1.5% |
$319K - $366K
|
389K
$24.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
5.71K+ 68.19% |
$318K - $364K
|
14.1K
$876K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.33K+ 14.84% |
$297K - $340K
|
41.3K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.26KNew |
$292K - $335K
|
5.26K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.8K+ 6.04% |
$267K - $306K
|
84.2K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.53KNew |
$252K - $289K
|
4.53K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.49KNew |
$250K - $286K
|
4.49K
$280K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
4.47K+ 12.64% |
$249K - $285K
|
39.8K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.43K+ 110.05% |
$247K - $283K
|
8.46K
$527K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.36KNew |
$242K - $278K
|
4.36K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.03KNew |
$224K - $257K
|
4.03K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.97KNew |
$221K - $253K
|
3.97K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.85KNew |
$214K - $246K
|
3.85K
$240K
|