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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
350+ 15.11% |
$19.5K - $22.3K
|
2.67K
$174K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
343+ 4.04% |
$19.1K - $21.9K
|
8.84K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
330+ 3.54% |
$18.4K - $21.1K
|
9.64K
$628K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
329+ 47.2% |
$18.3K - $21K
|
1.03K
$66.8K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
312+ 5.37% |
$17.4K - $19.9K
|
6.12K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
298+ 5.24% |
$16.6K - $19K
|
5.98K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
295+ 2.04% |
$16.4K - $18.8K
|
14.8K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
286+ 13.78% |
$15.9K - $18.2K
|
2.36K
$154K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
284+ 4.23% |
$15.8K - $18.1K
|
6.99K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
283+ 2.94% |
$15.7K - $18.1K
|
9.91K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
283New |
$15.7K - $18.1K
|
283
$18.4K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
277+ 4.9% |
$15.4K - $17.7K
|
5.93K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
270+ 1.76% |
$15K - $17.2K
|
15.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
263+ 9.99% |
$14.6K - $16.8K
|
2.9K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Presima Inc.
|
BUY
|
- |
259+ 1.86% |
$14.4K - $16.5K
|
14.2K
$924K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
254+ 44.17% |
$14.1K - $16.2K
|
829
$54K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
251+ 2.75% |
$14K - $16K
|
9.38K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
232+ 4.25% |
$12.9K - $14.8K
|
5.69K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
232+ 5.55% |
$12.9K - $14.8K
|
4.41K
$287K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
215+ 0.39% |
$12K - $13.7K
|
55.9K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
203New |
$11.3K - $13K
|
203
$13.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
199+ 0.93% |
$11.1K - $12.7K
|
21.6K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
190+ 4.86% |
$10.6K - $12.1K
|
4.1K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
185+ 0.92% |
$10.3K - $11.8K
|
20.3K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
184+ 3.79% |
$10.2K - $11.7K
|
5.04K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172New |
$9.57K - $11K
|
172
$11.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 6.2% |
$9.23K - $10.6K
|
2.84K
$185K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
158+ 3.34% |
$8.79K - $10.1K
|
4.88K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
157+ 10.17% |
$8.73K - $10K
|
1.7K
$111K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
151+ 3775.0% |
$8.4K - $9.63K
|
155
$10.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148+ 19.07% |
$8.23K - $9.44K
|
924
$60.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
145+ 162.92% |
$8.07K - $9.25K
|
234
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
144New |
$8.01K - $9.19K
|
144
$9.38K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
142New |
$7.9K - $9.06K
|
142
$9.25K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
136+ 21.25% |
$7.57K - $8.68K
|
776
$50.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
132+ 0.49% |
$7.34K - $8.42K
|
27.1K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
132+ 3.48% |
$7.34K - $8.42K
|
3.93K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
130+ 1.23% |
$7.23K - $8.29K
|
10.7K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
115+ 19.83% |
$6.4K - $7.34K
|
695
$45.3K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
114+ 2.89% |
$6.34K - $7.27K
|
4.06K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
113+ 16.45% |
$6.29K - $7.21K
|
800
$52.1K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
108+ 158.82% |
$6.01K - $6.89K
|
176
$11.5K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
105+ 1.28% |
$5.84K - $6.7K
|
8.28K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.09% |
$5.56K - $6.38K
|
107K
$6.94M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.59% |
$5.56K - $6.38K
|
17.1K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
90+ 0.05% |
$5.01K - $5.74K
|
194K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
85New |
$4.73K - $5.42K
|
85
$5.53K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
83+ 0.97% |
$4.62K - $5.3K
|
8.65K
$563K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
81+ 0.38% |
$4.51K - $5.17K
|
21.6K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74+ 1.61% |
$4.12K - $4.72K
|
4.68K
$304K
|