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 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
90+ 0.05% |
$5.01K - $5.74K
|
194K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
85New |
$4.73K - $5.42K
|
85
$5.38K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
83+ 0.97% |
$4.62K - $5.3K
|
8.65K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
81+ 0.38% |
$4.51K - $5.17K
|
21.6K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74+ 1.61% |
$4.12K - $4.72K
|
4.68K
$296K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
72+ 0.13% |
$4.01K - $4.59K
|
55.7K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
71+ 295.83% |
$3.95K - $4.53K
|
95
$6.01K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
71+ 1.83% |
$3.95K - $4.53K
|
3.94K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68+ 0.68% |
$3.78K - $4.34K
|
10.1K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
67New |
$3.73K - $4.27K
|
67
$4.24K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
66+ 1.8% |
$3.67K - $4.21K
|
3.72K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
66+ 1.47% |
$3.67K - $4.21K
|
4.56K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.26% |
$3.62K - $4.15K
|
25.5K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 75.29% |
$3.56K - $4.08K
|
149
$9.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
62New |
$3.45K - $3.96K
|
62
$3.92K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
61+ 0.66% |
$3.39K - $3.89K
|
9.35K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
58+ 7.98% |
$3.23K - $3.7K
|
785
$49.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 0.7% |
$3K - $3.45K
|
7.81K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 0.74% |
$2.78K - $3.19K
|
6.79K
$430K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
50+ 1.02% |
$2.78K - $3.19K
|
4.97K
$315K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
46+ 1.01% |
$2.56K - $2.93K
|
4.62K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
46+ 4.24% |
$2.56K - $2.93K
|
1.13K
$71.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
45+ 0.79% |
$2.5K - $2.87K
|
5.72K
$362K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
45+ 1.03% |
$2.5K - $2.87K
|
4.41K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
43+ 1.15% |
$2.39K - $2.74K
|
3.77K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
43New |
$2.39K - $2.74K
|
43
$2.72K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
41+ 3.73% |
$2.28K - $2.62K
|
1.14K
$72.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.28% |
$1.84K - $2.11K
|
11.7K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
30+ 300.0% |
$1.67K - $1.91K
|
40
$2.53K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
29+ 36.25% |
$1.61K - $1.85K
|
109
$6.9K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28New |
$1.56K - $1.79K
|
28
$1.77K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26+ 0.25% |
$1.45K - $1.66K
|
10.4K
$655K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
25+ 0.68% |
$1.39K - $1.6K
|
3.71K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 1.93% |
$1.28K - $1.47K
|
1.22K
$77K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 275.0% |
$1.22K - $1.4K
|
30
$1.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 100.0% |
$1.17K - $1.34K
|
42
$2.66K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.06% |
$1.11K - $1.28K
|
31.5K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 7.28% |
$1.06K - $1.21K
|
280
$17.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 271.43% |
$1.06K - $1.21K
|
26
$1.65K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
18+ 0.04% |
$1K - $1.15K
|
45.1K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
18New |
$1K - $1.15K
|
18
$1.14K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16New |
$890 - $1.02K
|
16
$1.01K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
16+ 0.52% |
$890 - $1.02K
|
3.11K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
15New |
$834 - $957
|
15
$950
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15New |
$834 - $957
|
15
$950
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
15+ 0.27% |
$834 - $957
|
5.6K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 140.0% |
$779 - $893
|
24
$1.52K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.07% |
$723 - $829
|
19K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
13New |
$723 - $829
|
13
$823
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$612 - $702
|
11
$696
|