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 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-95- 2.26% |
$5.15K - $6.26K
|
4.1K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-99- 1.14% |
$5.37K - $6.52K
|
8.56K
$542K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-101- 0.37% |
$5.48K - $6.65K
|
27.3K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-102- 2.86% |
$5.53K - $6.72K
|
3.47K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-105- 8.79% |
$5.7K - $6.92K
|
1.09K
$69K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-117- 78.52% |
$6.35K - $7.71K
|
32
$2.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-117- 2.42% |
$6.35K - $7.71K
|
4.72K
$299K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-123- 1.52% |
$6.67K - $8.1K
|
7.98K
$505K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124- 2.68% |
$6.73K - $8.17K
|
4.5K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-124- 2.9% |
$6.73K - $8.17K
|
4.16K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-140- 68.97% |
$7.6K - $9.22K
|
63
$3.99K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-140- 3.14% |
$7.6K - $9.22K
|
4.33K
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-142- 2.62% |
$7.7K - $9.36K
|
5.28K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-143- 2.63% |
$7.76K - $9.42K
|
5.29K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-145- 61.97% |
$7.87K - $9.55K
|
89
$5.63K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-150- 0.21% |
$8.14K - $9.88K
|
72K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-155- 8.6% |
$8.41K - $10.2K
|
1.65K
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-157- 4.22% |
$8.52K - $10.3K
|
3.57K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-160- 0.72% |
$8.68K - $10.5K
|
22.1K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-170- 50.9% |
$9.22K - $11.2K
|
164
$10.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-184- 0.99% |
$9.98K - $12.1K
|
18.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-201- 3.53% |
$10.9K - $13.2K
|
5.49K
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-213- 4.89% |
$11.6K - $14K
|
4.14K
$262K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-240- 5.85% |
$13K - $15.8K
|
3.86K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-244- 0.4% |
$13.2K - $16.1K
|
60.5K
$3.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-250- 3.49% |
$13.6K - $16.5K
|
6.91K
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-270- 4.76% |
$14.6K - $17.8K
|
5.4K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-278- 0.93% |
$15.1K - $18.3K
|
29.7K
$1.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-290- 5.76% |
$15.7K - $19.1K
|
4.75K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-294- 0.6% |
$15.9K - $19.4K
|
48.5K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-300- 25.0% |
$16.3K - $19.8K
|
900
$57K
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-300- 0.27% |
$16.3K - $19.8K
|
113K
$7.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.52% |
$16.3K - $19.8K
|
19.4K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-301- 15.81% |
$16.3K - $19.8K
|
1.6K
$101K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-318- 4.68% |
$17.3K - $21K
|
6.47K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-323- 6.91% |
$17.5K - $21.3K
|
4.35K
$276K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-329- 1.69% |
$17.8K - $21.7K
|
19.1K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-332- 5.59% |
$18K - $21.9K
|
5.6K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-332- 0.5% |
$18K - $21.9K
|
66K
$4.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-342- 7.0% |
$18.6K - $22.5K
|
4.54K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-359- 3.51% |
$19.5K - $23.7K
|
9.86K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-363- 9.56% |
$19.7K - $23.9K
|
3.44K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-367- 3.38% |
$19.9K - $24.2K
|
10.5K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-371- 6.23% |
$20.1K - $24.4K
|
5.59K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-417- 0.61% |
$22.6K - $27.5K
|
68.2K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-424- 8.13% |
$23K - $27.9K
|
4.79K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-450- 11.8% |
$24.4K - $29.7K
|
3.37K
$213K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-475- 79.83% |
$25.8K - $31.3K
|
120
$7.6K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-500- 83.33% |
$27.1K - $32.9K
|
100
$6.33K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-513- 0.92% |
$27.8K - $33.8K
|
55.2K
$3.5M
|