Purchases and Sales Made in Q2 2024 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q2 2024. 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 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 25.0% |
$5.67K - $6.19K
|
500
$32.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Presima Inc.
|
BUY
|
- |
100+ 0.73% |
$5.67K - $6.19K
|
13.8K
$900K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 25.0% |
$5.67K - $6.19K
|
500
$32.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
98New |
$5.56K - $6.07K
|
98
$6.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
97+ 1.96% |
$5.5K - $6.01K
|
5.05K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
92+ 1.38% |
$5.22K - $5.7K
|
6.76K
$440K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
83New |
$4.71K - $5.14K
|
83
$5.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
82+ 1.44% |
$4.65K - $5.08K
|
5.76K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82+ 9.14% |
$4.65K - $5.08K
|
979
$63.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
72+ 1.55% |
$4.08K - $4.46K
|
4.73K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
70+ 51.85% |
$3.97K - $4.33K
|
205
$13.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$3.97K - $4.33K
|
70
$4.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
69+ 25.46% |
$3.91K - $4.27K
|
340
$22.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
68+ 1.63% |
$3.86K - $4.21K
|
4.24K
$276K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
64+ 1.25% |
$3.63K - $3.96K
|
5.17K
$337K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64New |
$3.63K - $3.96K
|
64
$4.17K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 295.0% |
$3.35K - $3.65K
|
79
$5.14K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$2.84K - $3.1K
|
50
$3.26K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 34.04% |
$2.72K - $2.97K
|
189
$12.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
43+ 0.83% |
$2.44K - $2.66K
|
5.25K
$342K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
40New |
$2.27K - $2.48K
|
40
$2.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
40New |
$2.27K - $2.48K
|
40
$2.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
37+ 54.41% |
$2.1K - $2.29K
|
105
$6.84K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
36+ 0.43% |
$2.04K - $2.23K
|
8.37K
$545K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 0.9% |
$1.93K - $2.11K
|
3.8K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
34New |
$1.93K - $2.11K
|
34
$2.21K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33New |
$1.87K - $2.04K
|
33
$2.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31+ 17.03% |
$1.76K - $1.92K
|
213
$13.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
30+ 2.16% |
$1.7K - $1.86K
|
1.42K
$92.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
27+ 0.31% |
$1.53K - $1.67K
|
8.86K
$577K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 12.32% |
$1.47K - $1.61K
|
237
$15.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25+ 0.67% |
$1.42K - $1.55K
|
3.73K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 38.46% |
$1.42K - $1.55K
|
90
$5.86K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24+ 0.25% |
$1.36K - $1.49K
|
9.53K
$620K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
24+ 3.61% |
$1.36K - $1.49K
|
688
$44.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 1150.0% |
$1.3K - $1.42K
|
25
$1.63K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
20+ 0.79% |
$1.13K - $1.24K
|
2.57K
$167K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
19+ 7.72% |
$1.08K - $1.18K
|
265
$17.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
18+ 0.56% |
$1.02K - $1.11K
|
3.26K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17+ 0.43% |
$964 - $1.05K
|
3.94K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
16+ 0.06% |
$907 - $991
|
26.5K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
14+ 5.93% |
$794 - $867
|
250
$16.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 1.82% |
$794 - $867
|
782
$50.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
13New |
$737 - $805
|
13
$846
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 2.4% |
$624 - $681
|
470
$30.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 2.87% |
$567 - $619
|
359
$23.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10New |
$567 - $619
|
10
$651
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 1.88% |
$510 - $557
|
489
$31.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$510 - $557
|
9
$586
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$454 - $495
|
8
$521
|