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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
131New |
$8.9K - $10.6K
|
131
$7.61K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
130+ 2.53% |
$8.83K - $10.5K
|
5.27K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
129+ 1.04% |
$8.76K - $10.4K
|
12.5K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
123+ 0.19% |
$8.35K - $9.94K
|
63.5K
$3.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
119+ 4.31% |
$8.08K - $9.62K
|
2.88K
$167K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
118+ 0.91% |
$8.01K - $9.54K
|
13.1K
$761K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
117New |
$7.95K - $9.46K
|
117
$6.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
116New |
$7.88K - $9.38K
|
116
$6.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
111+ 42.37% |
$7.54K - $8.97K
|
373
$21.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
109+ 2.31% |
$7.4K - $8.81K
|
4.82K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
109+ 3.01% |
$7.4K - $8.81K
|
3.74K
$217K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
106+ 2.68% |
$7.2K - $8.57K
|
4.06K
$236K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
102+ 2.67% |
$6.93K - $8.24K
|
3.92K
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.37% |
$6.79K - $8.08K
|
27.1K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
96+ 6.18% |
$6.52K - $7.76K
|
1.65K
$95.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
94+ 36.15% |
$6.38K - $7.6K
|
354
$20.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
88+ 0.17% |
$5.98K - $7.11K
|
50.4K
$2.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
87+ 161.11% |
$5.91K - $7.03K
|
141
$8.19K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84+ 26.09% |
$5.71K - $6.79K
|
406
$23.6K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
81+ 17.84% |
$5.5K - $6.55K
|
535
$31.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
79+ 2.83% |
$5.37K - $6.38K
|
2.87K
$167K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
74+ 0.22% |
$5.03K - $5.98K
|
33.1K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
71New |
$4.82K - $5.74K
|
71
$4.13K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
71+ 1.14% |
$4.82K - $5.74K
|
6.31K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
70+ 0.35% |
$4.75K - $5.66K
|
20.2K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
66+ 7.05% |
$4.48K - $5.33K
|
1K
$58.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 26.32% |
$4.41K - $5.25K
|
312
$18.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
61New |
$4.14K - $4.93K
|
61
$3.55K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
59New |
$4.01K - $4.77K
|
59
$3.43K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
58+ 1.58% |
$3.94K - $4.69K
|
3.73K
$217K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
56New |
$3.8K - $4.53K
|
56
$3.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
55+ 0.5% |
$3.74K - $4.45K
|
11K
$640K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 1.41% |
$3.4K - $4.04K
|
3.6K
$209K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
49+ 2.77% |
$3.33K - $3.96K
|
1.82K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
47New |
$3.19K - $3.8K
|
47
$2.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
45+ 1.03% |
$3.06K - $3.64K
|
4.42K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
44+ 0.9% |
$2.99K - $3.56K
|
4.92K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
43+ 3.85% |
$2.92K - $3.48K
|
1.16K
$67.5K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
42+ 1.14% |
$2.85K - $3.39K
|
3.73K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 333.33% |
$2.72K - $3.23K
|
52
$3.02K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
40+ 95.24% |
$2.72K - $3.23K
|
82
$4.77K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
39+ 0.62% |
$2.65K - $3.15K
|
6.32K
$367K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
37+ 14.8% |
$2.51K - $2.99K
|
287
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
36New |
$2.45K - $2.91K
|
36
$2.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
36New |
$2.45K - $2.91K
|
36
$2.09K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
36+ 54.55% |
$2.45K - $2.91K
|
102
$5.93K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
36+ 54.55% |
$2.45K - $2.91K
|
102
$5.93K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
34New |
$2.31K - $2.75K
|
34
$1.98K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
32+ 0.64% |
$2.17K - $2.59K
|
5.02K
$292K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.32% |
$2.04K - $2.42K
|
9.53K
$554K
|