Purchases and Sales Made in Q2 2025 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q2 2025. 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 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4- 25.0% |
$217 - $264
|
12
$760
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 28.57% |
$217 - $264
|
10
$633
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-6- 15.0% |
$326 - $395
|
34
$2.15K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-6Closed |
$326 - $395
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6- 0.36% |
$326 - $395
|
1.66K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8- 7.21% |
$434 - $527
|
103
$6.52K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8- 0.09% |
$434 - $527
|
8.71K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 26.67% |
$434 - $527
|
22
$1.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9- 0.12% |
$488 - $593
|
7.79K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 10.84% |
$488 - $593
|
74
$4.68K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 4.46% |
$543 - $659
|
214
$13.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.59% |
$543 - $659
|
1.67K
$106K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-10- 0.48% |
$543 - $659
|
2.06K
$131K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11- 0.01% |
$597 - $725
|
194K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-14- 0.24% |
$760 - $922
|
5.78K
$366K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 3.12% |
$922 - $1.12K
|
528
$33.4K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-17- 2.76% |
$922 - $1.12K
|
600
$38K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18- 0.94% |
$977 - $1.19K
|
1.9K
$120K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-19- 0.49% |
$1.03K - $1.25K
|
3.83K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19- 6.79% |
$1.03K - $1.25K
|
261
$16.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 9.09% |
$1.09K - $1.32K
|
200
$12.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-20- 0.58% |
$1.09K - $1.32K
|
3.45K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-23- 0.88% |
$1.25K - $1.52K
|
2.59K
$164K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-24- 2.13% |
$1.3K - $1.58K
|
1.1K
$69.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-25- 1.34% |
$1.36K - $1.65K
|
1.84K
$116K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-26- 23.85% |
$1.41K - $1.71K
|
83
$5.25K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-26- 16.77% |
$1.41K - $1.71K
|
129
$8.17K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-27- 62.79% |
$1.46K - $1.78K
|
16
$1.01K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-28- 0.41% |
$1.52K - $1.84K
|
6.86K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-30- 0.71% |
$1.63K - $1.98K
|
4.22K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-34- 6.01% |
$1.84K - $2.24K
|
532
$33.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-35- 0.85% |
$1.9K - $2.31K
|
4.07K
$257K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-40- 0.05% |
$2.17K - $2.64K
|
73.2K
$4.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-48- 2.71% |
$2.6K - $3.16K
|
1.72K
$109K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 17.06% |
$2.71K - $3.29K
|
243
$15.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-50- 35.21% |
$2.71K - $3.29K
|
92
$5.82K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-55- 18.03% |
$2.98K - $3.62K
|
250
$15.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-58- 2.31% |
$3.15K - $3.82K
|
2.46K
$156K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 0.22% |
$3.2K - $3.89K
|
27K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-61- 91.04% |
$3.31K - $4.02K
|
6
$380
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-64- 4.19% |
$3.47K - $4.22K
|
1.46K
$92.7K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-68- 6.63% |
$3.69K - $4.48K
|
958
$60.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-69- 28.87% |
$3.74K - $4.55K
|
170
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-74- 0.46% |
$4.01K - $4.88K
|
16.1K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-75- 1.99% |
$4.07K - $4.94K
|
3.7K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-76- 85.39% |
$4.12K - $5.01K
|
13
$823
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-82- 0.89% |
$4.45K - $5.4K
|
9.15K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-83- 2.25% |
$4.5K - $5.47K
|
3.61K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 1.2% |
$4.56K - $5.53K
|
6.91K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-95- 2.16% |
$5.15K - $6.26K
|
4.31K
$273K
|