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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
360+ 4.45% |
$19.5K - $23.7K
|
8.46K
$535K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
358+ 14.3% |
$19.4K - $23.6K
|
2.86K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
358+ 3.46% |
$19.4K - $23.6K
|
10.7K
$678K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
349+ 4.6% |
$18.9K - $23K
|
7.93K
$502K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
347+ 3.71% |
$18.8K - $22.9K
|
9.7K
$614K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
343+ 2.31% |
$18.6K - $22.6K
|
15.2K
$961K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
337+ 0.17% |
$18.3K - $22.2K
|
193K
$12.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
324+ 2.64% |
$17.6K - $21.3K
|
12.6K
$799K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
317+ 17.28% |
$17.2K - $20.9K
|
2.15K
$136K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300+ 121.95% |
$16.3K - $19.8K
|
546
$34.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
292+ 8.71% |
$15.8K - $19.2K
|
3.64K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
285+ 21.72% |
$15.5K - $18.8K
|
1.6K
$101K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
282+ 18.88% |
$15.3K - $18.6K
|
1.78K
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
277New |
$15K - $18.3K
|
277
$17.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
275+ 10.52% |
$14.9K - $18.1K
|
2.89K
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
268New |
$14.5K - $17.7K
|
268
$17K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
263+ 3.86% |
$14.3K - $17.3K
|
7.08K
$448K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
255+ 0.81% |
$13.8K - $16.8K
|
31.8K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
247New |
$13.4K - $16.3K
|
247
$15.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
238+ 3.05% |
$12.9K - $15.7K
|
8.04K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
235+ 24.61% |
$12.7K - $15.5K
|
1.19K
$75.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
223+ 0.51% |
$12.1K - $14.7K
|
44K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
220+ 32.74% |
$11.9K - $14.5K
|
892
$56.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
213+ 25.69% |
$11.6K - $14K
|
1.04K
$66K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
212+ 5.5% |
$11.5K - $14K
|
4.07K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
203+ 1845.45% |
$11K - $13.4K
|
214
$13.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.64% |
$10.9K - $13.2K
|
31.7K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200+ 66.67% |
$10.9K - $13.2K
|
500
$31.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
198New |
$10.7K - $13K
|
198
$12.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
197+ 3.11% |
$10.7K - $13K
|
6.53K
$413K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
195+ 1.37% |
$10.6K - $12.8K
|
14.4K
$913K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
195+ 17.87% |
$10.6K - $12.8K
|
1.29K
$81.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
189+ 3.6% |
$10.3K - $12.5K
|
5.45K
$345K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
176+ 2.93% |
$9.55K - $11.6K
|
6.18K
$391K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
173New |
$9.39K - $11.4K
|
173
$11K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
173+ 4.72% |
$9.39K - $11.4K
|
3.84K
$243K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
166+ 0.05% |
$9.01K - $10.9K
|
313K
$19.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
164+ 252.31% |
$8.9K - $10.8K
|
229
$14.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
158New |
$8.57K - $10.4K
|
158
$10K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
153New |
$8.3K - $10.1K
|
153
$9.68K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
149+ 0.7% |
$8.08K - $9.82K
|
21.5K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
147+ 59.76% |
$7.97K - $9.69K
|
393
$24.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
146New |
$7.92K - $9.62K
|
146
$9.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
141+ 0.15% |
$7.65K - $9.29K
|
92.4K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
137+ 2.48% |
$7.43K - $9.03K
|
5.66K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 0.49% |
$7.32K - $8.9K
|
27.5K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
135+ 0.7% |
$7.32K - $8.9K
|
19.5K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
128New |
$6.94K - $8.43K
|
128
$8.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
126New |
$6.84K - $8.3K
|
126
$7.98K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
125+ 6.9% |
$6.78K - $8.24K
|
1.94K
$123K
|