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 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5New |
$284 - $310
|
5
$291
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 35.71% |
$284 - $310
|
19
$1.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4+ 0.09% |
$227 - $248
|
4.49K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.06% |
$170 - $186
|
5.14K
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 2.61% |
$170 - $186
|
118
$6.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 11.11% |
$170 - $186
|
30
$1.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 17.65% |
$170 - $186
|
20
$1.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$113 - $124
|
5.41K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 0.75% |
$113 - $124
|
268
$15.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.89% |
$56.7 - $61.9
|
54
$3.14K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 1.37% |
$113 - $124
|
144
$8.37K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 5.06% |
$227 - $248
|
75
$4.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5- 0.04% |
$284 - $310
|
12.1K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6- 3.49% |
$340 - $372
|
166
$9.65K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 87.5% |
$397 - $433
|
1
$58.1
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 44.44% |
$454 - $495
|
10
$581
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 4.32% |
$454 - $495
|
177
$10.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12- 0.19% |
$681 - $743
|
6.43K
$374K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-13- 0.35% |
$737 - $805
|
3.72K
$216K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-13- 0.23% |
$737 - $805
|
5.72K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-14- 1.17% |
$794 - $867
|
1.18K
$68.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-14- 0.75% |
$794 - $867
|
1.85K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 2.6% |
$851 - $929
|
561
$32.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-16- 0.43% |
$907 - $991
|
3.73K
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-16- 0.32% |
$907 - $991
|
4.92K
$286K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-17- 47.22% |
$964 - $1.05K
|
19
$1.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18- 2.97% |
$1.02K - $1.11K
|
588
$34.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 6.96% |
$1.08K - $1.18K
|
254
$14.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19- 0.46% |
$1.08K - $1.18K
|
4.08K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-20- 0.48% |
$1.13K - $1.24K
|
4.13K
$240K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-23- 0.02% |
$1.3K - $1.42K
|
96.1K
$5.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-24- 15.48% |
$1.36K - $1.49K
|
131
$7.61K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-25- 0.6% |
$1.42K - $1.55K
|
4.17K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-25- 2.47% |
$1.42K - $1.55K
|
988
$57.4K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-26- 9.03% |
$1.47K - $1.61K
|
262
$15.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-29- 11.42% |
$1.64K - $1.8K
|
225
$13.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-34- 0.57% |
$1.93K - $2.11K
|
5.92K
$344K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 1.31% |
$1.93K - $2.11K
|
2.56K
$149K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-38- 3.0% |
$2.15K - $2.35K
|
1.23K
$71.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-39- 3.79% |
$2.21K - $2.41K
|
990
$57.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-42- 12.54% |
$2.38K - $2.6K
|
293
$17K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-48- 26.37% |
$2.72K - $2.97K
|
134
$7.79K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-49- 0.46% |
$2.78K - $3.03K
|
10.5K
$613K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-50- 44.64% |
$2.84K - $3.1K
|
62
$3.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 2.7% |
$2.95K - $3.22K
|
1.87K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-58- 1.09% |
$3.29K - $3.59K
|
5.25K
$305K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 45.39% |
$3.63K - $3.96K
|
77
$4.48K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-66- 15.87% |
$3.74K - $4.09K
|
350
$20.3K
|