Purchases and Sales Made in Q2 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
438+ 8.22% |
$29.7K - $35.4K
|
5.77K
$335K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
427+ 4.84% |
$29K - $34.5K
|
9.25K
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
423+ 9.91% |
$28.7K - $34.2K
|
4.69K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
419+ 1.35% |
$28.5K - $33.9K
|
31.4K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
419+ 0.13% |
$28.5K - $33.9K
|
327K
$19M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
416+ 13.58% |
$28.3K - $33.6K
|
3.48K
$202K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
413+ 2.92% |
$28.1K - $33.4K
|
14.6K
$846K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
404+ 13.3% |
$27.4K - $32.7K
|
3.44K
$200K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
396+ 3.98% |
$26.9K - $32K
|
10.3K
$601K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
392+ 64.79% |
$26.6K - $31.7K
|
997
$57.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
364+ 3.3% |
$24.7K - $29.4K
|
11.4K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
356+ 0.27% |
$24.2K - $28.8K
|
133K
$7.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
336+ 16.22% |
$22.8K - $27.2K
|
2.41K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
335+ 0.67% |
$22.8K - $27.1K
|
50.2K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
317+ 7.5% |
$21.5K - $25.6K
|
4.54K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
316+ 1.65% |
$21.5K - $25.5K
|
19.4K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
313New |
$21.3K - $25.3K
|
313
$18.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
309+ 1.69% |
$21K - $25K
|
18.6K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
304+ 0.94% |
$20.6K - $24.6K
|
32.7K
$1.9M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.31% |
$20.4K - $24.2K
|
95.9K
$5.58M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
298+ 10.85% |
$20.2K - $24.1K
|
3.05K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
294+ 198.65% |
$20K - $23.8K
|
442
$25.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
286+ 8.2% |
$19.4K - $23.1K
|
3.77K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
282+ 4.11% |
$19.2K - $22.8K
|
7.14K
$415K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
268+ 0.65% |
$18.2K - $21.7K
|
41.3K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$18.1K - $21.5K
|
266
$15.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
260+ 5.74% |
$17.7K - $21K
|
4.79K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
254+ 0.48% |
$17.3K - $20.5K
|
52.6K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
250+ 2.52% |
$17K - $20.2K
|
10.2K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
240+ 2.74% |
$16.3K - $19.4K
|
8.99K
$522K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
225+ 2.07% |
$15.3K - $18.2K
|
11.1K
$643K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
220New |
$14.9K - $17.8K
|
220
$12.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
218+ 6.74% |
$14.8K - $17.6K
|
3.45K
$201K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
218+ 6.74% |
$14.8K - $17.6K
|
3.45K
$201K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
216+ 3.24% |
$14.7K - $17.5K
|
6.88K
$400K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
211+ 1.38% |
$14.3K - $17.1K
|
15.5K
$901K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
198+ 6.16% |
$13.4K - $16K
|
3.41K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
195+ 1.37% |
$13.2K - $15.8K
|
14.4K
$837K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
190+ 0.75% |
$12.9K - $15.4K
|
25.7K
$1.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
175+ 1.62% |
$11.9K - $14.1K
|
11K
$638K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
173+ 5.14% |
$11.8K - $14K
|
3.54K
$206K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
159+ 7.35% |
$10.8K - $12.9K
|
2.32K
$135K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
158New |
$10.7K - $12.8K
|
158
$9.18K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
156+ 0.73% |
$10.6K - $12.6K
|
21.4K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
151+ 2.4% |
$10.3K - $12.2K
|
6.44K
$375K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
151+ 0.49% |
$10.3K - $12.2K
|
30.8K
$1.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
145+ 4.85% |
$9.85K - $11.7K
|
3.13K
$182K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
144New |
$9.78K - $11.6K
|
144
$8.37K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
135+ 1.53% |
$9.17K - $10.9K
|
8.96K
$520K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
132+ 4.28% |
$8.97K - $10.7K
|
3.22K
$187K
|