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 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
125+ 0.31% |
$6.78K - $8.24K
|
39.9K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
122New |
$6.62K - $8.04K
|
122
$7.72K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
118+ 2.91% |
$6.4K - $7.78K
|
4.17K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
110New |
$5.97K - $7.25K
|
110
$6.96K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101New |
$5.48K - $6.65K
|
101
$6.39K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$5.43K - $6.59K
|
100
$6.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 12.5% |
$5.43K - $6.59K
|
900
$57K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
96+ 0.75% |
$5.21K - $6.33K
|
12.9K
$814K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
94+ 3.31% |
$5.1K - $6.19K
|
2.94K
$186K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
88+ 2.1% |
$4.77K - $5.8K
|
4.28K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
88+ 0.71% |
$4.77K - $5.8K
|
12.4K
$787K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
87+ 0.24% |
$4.72K - $5.73K
|
35.9K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
87+ 1.24% |
$4.72K - $5.73K
|
7.1K
$449K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
86+ 0.04% |
$4.67K - $5.67K
|
232K
$14.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
86+ 6.26% |
$4.67K - $5.67K
|
1.46K
$92.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
85New |
$4.61K - $5.6K
|
85
$5.38K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
81+ 3.96% |
$4.39K - $5.34K
|
2.12K
$134K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
81+ 46.02% |
$4.39K - $5.34K
|
257
$16.3K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
80+ 1.18% |
$4.34K - $5.27K
|
6.88K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.31% |
$4.34K - $5.27K
|
25.6K
$1.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
80+ 0.45% |
$4.34K - $5.27K
|
17.8K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
79New |
$4.29K - $5.21K
|
79
$5K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
76New |
$4.12K - $5.01K
|
76
$4.81K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
73+ 1.79% |
$3.96K - $4.81K
|
4.15K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.99% |
$3.91K - $4.74K
|
7.34K
$465K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
70New |
$3.8K - $4.61K
|
70
$4.43K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68+ 0.68% |
$3.69K - $4.48K
|
10.1K
$639K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
67+ 0.6% |
$3.63K - $4.41K
|
11.2K
$710K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
65New |
$3.53K - $4.28K
|
65
$4.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
64+ 0.59% |
$3.47K - $4.22K
|
11K
$694K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
64New |
$3.47K - $4.22K
|
64
$4.05K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 1.52% |
$3.26K - $3.95K
|
4K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
60+ 1.03% |
$3.26K - $3.95K
|
5.89K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
58New |
$3.15K - $3.82K
|
58
$3.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
58+ 1.74% |
$3.15K - $3.82K
|
3.39K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
57+ 0.94% |
$3.09K - $3.76K
|
6.12K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
55+ 0.47% |
$2.98K - $3.62K
|
11.7K
$742K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
54New |
$2.93K - $3.56K
|
54
$3.42K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
51+ 1.06% |
$2.77K - $3.36K
|
4.84K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 20.33% |
$2.66K - $3.23K
|
290
$18.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
48+ 1.22% |
$2.6K - $3.16K
|
3.98K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 1.96% |
$2.55K - $3.1K
|
2.45K
$155K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 4.75% |
$2.55K - $3.1K
|
1.04K
$65.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 223.81% |
$2.55K - $3.1K
|
68
$4.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
45+ 0.79% |
$2.44K - $2.97K
|
5.77K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
43+ 0.72% |
$2.33K - $2.83K
|
5.99K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 35.83% |
$2.33K - $2.83K
|
163
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
41+ 1.16% |
$2.22K - $2.7K
|
3.56K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
41New |
$2.22K - $2.7K
|
41
$2.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
40+ 26.85% |
$2.17K - $2.64K
|
189
$12K
|