Purchases and Sales Made in Q4 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-805- 6.55% |
$42.2K - $51.1K
|
11.5K
$711K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-818- 80.59% |
$42.9K - $52K
|
197
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-833- 1.48% |
$43.7K - $52.9K
|
55.3K
$3.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-836- 20.14% |
$43.9K - $53.1K
|
3.31K
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-845- 17.0% |
$44.3K - $53.7K
|
4.13K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-866- 55.44% |
$45.4K - $55K
|
696
$43K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-891- 1.68% |
$46.7K - $56.6K
|
52.2K
$3.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-900- 19.27% |
$47.2K - $57.2K
|
3.77K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-950- 6.69% |
$49.8K - $60.4K
|
13.3K
$820K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-950- 12.15% |
$49.8K - $60.4K
|
6.87K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-971- 13.94% |
$50.9K - $61.7K
|
5.99K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1K- 4.67% |
$52.5K - $63.5K
|
20.4K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.02K- 39.42% |
$53.7K - $65K
|
1.57K
$97.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.09K- 0.55% |
$57.1K - $69.1K
|
195K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.11K- 25.66% |
$58K - $70.2K
|
3.2K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.17K- 4.38% |
$61.4K - $74.4K
|
25.5K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.18K- 19.36% |
$61.9K - $75K
|
4.92K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.2K- 13.48% |
$62.7K - $75.9K
|
7.67K
$474K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.27K- 2.19% |
$66.7K - $80.7K
|
56.9K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.3K- 25.92% |
$68.2K - $82.6K
|
3.72K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.34K- 18.14% |
$70.1K - $84.9K
|
6.03K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 25.44% |
$70.3K - $85.2K
|
3.93K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.41K- 22.79% |
$73.7K - $89.3K
|
4.76K
$294K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.45K- 7.12% |
$76K - $92K
|
18.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.48K- 2.34% |
$77.9K - $94.3K
|
62K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.55K- 1.79% |
$81.2K - $98.3K
|
84.8K
$5.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.64K- 13.52% |
$86.2K - $104K
|
10.5K
$650K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 6.16% |
$87.6K - $106K
|
25.4K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 6.16% |
$87.6K - $106K
|
25.4K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.76K- 51.21% |
$92.1K - $112K
|
1.67K
$103K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.8K- 6.01% |
$94.4K - $114K
|
28.2K
$1.74M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.8KClosed |
$94.4K - $114K
|
0
$0
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.94K- 5.14% |
$102K - $123K
|
35.8K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.94K- 21.17% |
$102K - $123K
|
7.21K
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.94K- 2.46% |
$102K - $124K
|
77K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.99K- 28.14% |
$104K - $126K
|
5.08K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.04K- 9.68% |
$107K - $130K
|
19K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.11K- 4.31% |
$110K - $134K
|
46.7K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.12K- 51.79% |
$111K - $135K
|
1.97K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.16K- 7.82% |
$113K - $137K
|
25.5K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.18K- 15.92% |
$114K - $138K
|
11.5K
$710K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.18K- 15.1% |
$115K - $139K
|
12.3K
$759K
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.2K- 9.91% |
$115K - $140K
|
20K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.3K- 2.62% |
$121K - $146K
|
85.6K
$5.29M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.31K- 91.99% |
$121K - $147K
|
201
$12.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.31K- 7.31% |
$121K - $147K
|
29.3K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.4K- 27.59% |
$126K - $152K
|
6.3K
$390K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.48K- 42.29% |
$130K - $158K
|
3.39K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-2.5K- 16.04% |
$131K - $159K
|
13.1K
$808K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-2.52K- 3.09% |
$132K - $160K
|
79K
$4.89M
|