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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
270+ 1.76% |
$15K - $17.2K
|
15.6K
$971K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
254+ 44.17% |
$14.1K - $16.2K
|
829
$51.6K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
232+ 4.25% |
$12.9K - $14.8K
|
5.69K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
203New |
$11.3K - $13K
|
203
$12.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
199+ 0.93% |
$11.1K - $12.7K
|
21.6K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
190+ 4.86% |
$10.6K - $12.1K
|
4.1K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
184+ 3.79% |
$10.2K - $11.7K
|
5.04K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172New |
$9.57K - $11K
|
172
$10.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 6.2% |
$9.23K - $10.6K
|
2.84K
$177K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
158+ 3.34% |
$8.79K - $10.1K
|
4.88K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
157+ 10.17% |
$8.73K - $10K
|
1.7K
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
151+ 3775.0% |
$8.4K - $9.63K
|
155
$9.65K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148+ 19.07% |
$8.23K - $9.44K
|
924
$57.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
145+ 162.92% |
$8.07K - $9.25K
|
234
$14.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
142New |
$7.9K - $9.06K
|
142
$8.84K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
136+ 21.25% |
$7.57K - $8.68K
|
776
$48.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
132+ 0.49% |
$7.34K - $8.42K
|
27.1K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
132+ 3.48% |
$7.34K - $8.42K
|
3.93K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
130+ 1.23% |
$7.23K - $8.29K
|
10.7K
$666K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
114+ 2.89% |
$6.34K - $7.27K
|
4.06K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
113+ 16.45% |
$6.29K - $7.21K
|
800
$49.8K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
108+ 158.82% |
$6.01K - $6.89K
|
176
$11K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
105+ 1.28% |
$5.84K - $6.7K
|
8.28K
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.09% |
$5.56K - $6.38K
|
107K
$6.64M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.59% |
$5.56K - $6.38K
|
17.1K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
90+ 0.05% |
$5.01K - $5.74K
|
194K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
85New |
$4.73K - $5.42K
|
85
$5.29K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
81+ 0.38% |
$4.51K - $5.17K
|
21.6K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74+ 1.61% |
$4.12K - $4.72K
|
4.68K
$291K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
72+ 0.13% |
$4.01K - $4.59K
|
55.7K
$3.47M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
71+ 1.83% |
$3.95K - $4.53K
|
3.94K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
66+ 1.47% |
$3.67K - $4.21K
|
4.56K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.26% |
$3.62K - $4.15K
|
25.5K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 75.29% |
$3.56K - $4.08K
|
149
$9.28K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
62New |
$3.45K - $3.96K
|
62
$3.86K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
61+ 0.66% |
$3.39K - $3.89K
|
9.35K
$582K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 0.7% |
$3K - $3.45K
|
7.81K
$486K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
50+ 1.02% |
$2.78K - $3.19K
|
4.97K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
46+ 1.01% |
$2.56K - $2.93K
|
4.62K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
45+ 0.79% |
$2.5K - $2.87K
|
5.72K
$356K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
45+ 1.03% |
$2.5K - $2.87K
|
4.41K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
43+ 1.15% |
$2.39K - $2.74K
|
3.77K
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
41+ 3.73% |
$2.28K - $2.62K
|
1.14K
$70.9K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
29+ 36.25% |
$1.61K - $1.85K
|
109
$6.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
25+ 0.68% |
$1.39K - $1.6K
|
3.71K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 1.93% |
$1.28K - $1.47K
|
1.22K
$75.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 275.0% |
$1.22K - $1.4K
|
30
$1.87K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 100.0% |
$1.17K - $1.34K
|
42
$2.61K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.06% |
$1.11K - $1.28K
|
31.5K
$1.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 271.43% |
$1.06K - $1.21K
|
26
$1.62K
|