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 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8.18K+ 74.85% |
$455K - $522K
|
19.1K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
8.03K+ 59.81% |
$447K - $513K
|
21.5K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.92K+ 11000.0% |
$441K - $505K
|
7.99K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.91K+ 26.16% |
$440K - $505K
|
38.1K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.86K+ 21.25% |
$437K - $501K
|
44.8K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
7.83KNew |
$436K - $500K
|
7.83K
$510K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
7.72K+ 15.94% |
$430K - $493K
|
56.2K
$3.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.67K+ 12.91% |
$427K - $489K
|
67.1K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
7.53KNew |
$419K - $480K
|
7.53K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.32K+ 4.94% |
$407K - $467K
|
155K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.3K+ 7.68% |
$406K - $466K
|
102K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.27K+ 194.93% |
$404K - $464K
|
11K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.85K+ 139.89% |
$381K - $437K
|
11.7K
$764K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.8KNew |
$378K - $434K
|
6.8K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.78K+ 164.6% |
$377K - $433K
|
10.9K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.73K+ 47.56% |
$375K - $430K
|
20.9K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.12KNew |
$340K - $390K
|
6.12K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.11K+ 1.9% |
$340K - $390K
|
328K
$21.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6KNew |
$334K - $383K
|
6K
$391K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.94K+ 123.59% |
$330K - $379K
|
10.7K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
5.73K+ 1.5% |
$319K - $366K
|
389K
$25.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
5.71K+ 68.19% |
$318K - $364K
|
14.1K
$917K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.46K+ 9415.52% |
$304K - $348K
|
5.52K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.37KNew |
$299K - $343K
|
5.37K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.33K+ 14.84% |
$297K - $340K
|
41.3K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.26KNew |
$292K - $335K
|
5.26K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.18KNew |
$288K - $331K
|
5.18K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.03KNew |
$280K - $321K
|
5.03K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.01K+ 24.05% |
$279K - $320K
|
25.9K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
5K+ 4.07% |
$278K - $319K
|
128K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.94K+ 7.96% |
$275K - $315K
|
66.9K
$4.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.8K+ 6.04% |
$267K - $306K
|
84.2K
$5.49M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.73K+ 5.23% |
$263K - $302K
|
95.1K
$6.19M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.68K+ 4.49% |
$260K - $298K
|
109K
$7.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.53KNew |
$252K - $289K
|
4.53K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.52K+ 39.78% |
$251K - $288K
|
15.9K
$1.03M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.51KNew |
$251K - $288K
|
4.51K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.49KNew |
$250K - $286K
|
4.49K
$292K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
4.47K+ 12.64% |
$249K - $285K
|
39.8K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.43K+ 110.05% |
$247K - $283K
|
8.46K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.41KNew |
$245K - $281K
|
4.41K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.36KNew |
$242K - $278K
|
4.36K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.34K+ 7.76% |
$241K - $277K
|
60.2K
$3.92M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
4.25KNew |
$236K - $271K
|
4.25K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.16K+ 11.12% |
$231K - $265K
|
41.5K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.03KNew |
$224K - $257K
|
4.03K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.97KNew |
$221K - $253K
|
3.97K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.97K+ 23.88% |
$221K - $253K
|
20.6K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.85KNew |
$214K - $246K
|
3.85K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.85K+ 19.64% |
$214K - $246K
|
23.5K
$1.53M
|