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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-48- 26.37% |
$2.72K - $2.97K
|
134
$8.72K
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-49- 0.46% |
$2.78K - $3.03K
|
10.5K
$686K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-50- 44.64% |
$2.84K - $3.1K
|
62
$4.04K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 2.7% |
$2.95K - $3.22K
|
1.87K
$122K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-58- 1.09% |
$3.29K - $3.59K
|
5.25K
$342K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 45.39% |
$3.63K - $3.96K
|
77
$5.01K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-66- 15.87% |
$3.74K - $4.09K
|
350
$22.8K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 0.59% |
$3.97K - $4.33K
|
11.7K
$763K
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-70- 0.31% |
$3.97K - $4.33K
|
22.4K
$1.46M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-75- 10.39% |
$4.25K - $4.64K
|
647
$42.1K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-81- 7.86% |
$4.59K - $5.02K
|
950
$61.9K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-83- 20.1% |
$4.71K - $5.14K
|
330
$21.5K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-83- 1.56% |
$4.71K - $5.14K
|
5.25K
$342K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 21.45% |
$4.88K - $5.33K
|
315
$20.5K
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-93- 1.96% |
$5.27K - $5.76K
|
4.66K
$304K
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-94- 2.51% |
$5.33K - $5.82K
|
3.65K
$238K
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-95- 2.15% |
$5.39K - $5.88K
|
4.32K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$5.67K - $6.19K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-102- 2.28% |
$5.78K - $6.32K
|
4.38K
$285K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-104- 1.35% |
$5.9K - $6.44K
|
7.59K
$494K
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-112- 1.02% |
$6.35K - $6.94K
|
10.9K
$708K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-112- 1.64% |
$6.35K - $6.94K
|
6.71K
$437K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-114- 47.3% |
$6.46K - $7.06K
|
127
$8.27K
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-116- 2.04% |
$6.58K - $7.18K
|
5.58K
$364K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-116- 0.39% |
$6.58K - $7.18K
|
30K
$1.95M
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-130- 2.87% |
$7.37K - $8.05K
|
4.41K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-134- 0.45% |
$7.6K - $8.3K
|
29.5K
$1.92M
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-150- 2.9% |
$8.51K - $9.29K
|
5.02K
$327K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-161- 4.29% |
$9.13K - $9.97K
|
3.59K
$234K
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-166- 1.44% |
$9.41K - $10.3K
|
11.4K
$740K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-174- 2.51% |
$9.87K - $10.8K
|
6.76K
$440K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-179- 3.68% |
$10.2K - $11.1K
|
4.68K
$305K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-185- 15.87% |
$10.5K - $11.5K
|
981
$63.9K
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-190- 2.64% |
$10.8K - $11.8K
|
7.01K
$456K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-207- 10.6% |
$11.7K - $12.8K
|
1.75K
$114K
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-213- 0.66% |
$12.1K - $13.2K
|
31.9K
$2.07M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-216- 8.52% |
$12.2K - $13.4K
|
2.32K
$151K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-230- 0.83% |
$13K - $14.2K
|
27.4K
$1.78M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-231- 0.09% |
$13.1K - $14.3K
|
245K
$15.9M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-231- 2.47% |
$13.1K - $14.3K
|
9.13K
$595K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-232- 2.6% |
$13.2K - $14.4K
|
8.7K
$566K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-233- 1.63% |
$13.2K - $14.4K
|
14.1K
$917K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-238- 5.39% |
$13.5K - $14.7K
|
4.18K
$272K
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-238- 4.76% |
$13.5K - $14.7K
|
4.77K
$310K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-243- 80.73% |
$13.8K - $15K
|
58
$3.78K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-250- 0.96% |
$14.2K - $15.5K
|
25.9K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-266- 16.86% |
$15.1K - $16.5K
|
1.31K
$85.4K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-267- 51.15% |
$15.1K - $16.5K
|
255
$16.6K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-275- 2.74% |
$15.6K - $17K
|
9.78K
$637K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-275- 2.22% |
$15.6K - $17K
|
12.1K
$789K
|