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 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
913New |
$49.5K - $60.2K
|
913
$57.8K
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
907New |
$49.2K - $59.8K
|
907
$57.4K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
901+ 27.77% |
$48.9K - $59.4K
|
4.15K
$262K
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
895+ 2.56% |
$48.6K - $59K
|
35.9K
$2.27M
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
895+ 23.3% |
$48.6K - $59K
|
4.74K
$300K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
872+ 10.53% |
$47.3K - $57.5K
|
9.16K
$580K
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
863+ 11.02% |
$46.8K - $56.9K
|
8.69K
$550K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
841+ 4.35% |
$45.6K - $55.4K
|
20.2K
$1.28M
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
840+ 0.84% |
$45.6K - $55.3K
|
101K
$6.41M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
833+ 17.96% |
$45.2K - $54.9K
|
5.47K
$346K
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
819+ 1.24% |
$44.4K - $54K
|
66.8K
$4.23M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
817+ 117.55% |
$44.3K - $53.8K
|
1.51K
$95.7K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
804+ 5.45% |
$43.6K - $53K
|
15.6K
$985K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
795+ 18.68% |
$43.1K - $52.4K
|
5.05K
$320K
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
786+ 17.83% |
$42.6K - $51.8K
|
5.19K
$329K
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
780+ 4.99% |
$42.3K - $51.4K
|
16.4K
$1.04M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
675+ 5.74% |
$36.6K - $44.5K
|
12.4K
$788K
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
675+ 7.69% |
$36.6K - $44.5K
|
9.45K
$598K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
643+ 99.38% |
$34.9K - $42.4K
|
1.29K
$81.7K
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
634+ 5.73% |
$34.4K - $41.8K
|
11.7K
$741K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
632+ 81.44% |
$34.3K - $41.6K
|
1.41K
$89.1K
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
617+ 155.81% |
$33.5K - $40.7K
|
1.01K
$64.1K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
605+ 13.37% |
$32.8K - $39.9K
|
5.13K
$325K
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
604+ 0.85% |
$32.8K - $39.8K
|
71.9K
$4.55M
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
594+ 25.15% |
$32.2K - $39.1K
|
2.96K
$187K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
589+ 15.45% |
$32K - $38.8K
|
4.4K
$279K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
578New |
$31.4K - $38.1K
|
578
$36.6K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
564+ 2.67% |
$30.6K - $37.2K
|
21.7K
$1.38M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
559+ 49.08% |
$30.3K - $36.8K
|
1.7K
$107K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
549+ 69.94% |
$29.8K - $36.2K
|
1.33K
$84.4K
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
536+ 2.19% |
$29.1K - $35.3K
|
25K
$1.58M
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
520+ 14.68% |
$28.2K - $34.3K
|
4.06K
$257K
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
517+ 2.74% |
$28K - $34.1K
|
19.4K
$1.23M
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
513+ 540.0% |
$27.8K - $33.8K
|
608
$38.5K
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
507+ 9.64% |
$27.5K - $33.4K
|
5.77K
$365K
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
500+ 500.0% |
$27.1K - $32.9K
|
600
$38K
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
495+ 43.77% |
$26.9K - $32.6K
|
1.63K
$103K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
489New |
$26.5K - $32.2K
|
489
$31K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
487+ 2.59% |
$26.4K - $32.1K
|
19.3K
$1.22M
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
482+ 1302.7% |
$26.1K - $31.8K
|
519
$32.9K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
466+ 100.87% |
$25.3K - $30.7K
|
928
$58.7K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
460+ 5.45% |
$25K - $30.3K
|
8.9K
$563K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
446+ 26.1% |
$24.2K - $29.4K
|
2.16K
$136K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
441New |
$23.9K - $29.1K
|
441
$27.9K
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
439+ 1.55% |
$23.8K - $28.9K
|
28.7K
$1.82M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
415+ 0.07% |
$22.5K - $27.3K
|
567K
$35.9M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
407+ 6.1% |
$22.1K - $26.8K
|
7.08K
$448K
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
396+ 2.62% |
$21.5K - $26.1K
|
15.5K
$982K
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
382+ 3.9% |
$20.7K - $25.2K
|
10.2K
$645K
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
375+ 5.08% |
$20.3K - $24.7K
|
7.76K
$491K
|