Purchases and Sales Made in Q4 2024 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q4 2024. 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 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-35- 2.85% |
$1.96K - $2.37K
|
1.19K
$74.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 29.75% |
$2.01K - $2.44K
|
85
$5.29K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 9.61% |
$2.07K - $2.51K
|
348
$21.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-37- 2.13% |
$2.07K - $2.51K
|
1.7K
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38- 0.38% |
$2.12K - $2.57K
|
10K
$623K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-45- 3.05% |
$2.52K - $3.05K
|
1.43K
$88.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-47- 0.11% |
$2.63K - $3.18K
|
41.1K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-48- 34.53% |
$2.68K - $3.25K
|
91
$5.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-49- 1.25% |
$2.74K - $3.32K
|
3.87K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-54- 3.32% |
$3.02K - $3.66K
|
1.57K
$97.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 73.42% |
$3.24K - $3.93K
|
21
$1.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-62- 1.65% |
$3.47K - $4.2K
|
3.69K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-65- 0.96% |
$3.63K - $4.4K
|
6.71K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-65- 1.1% |
$3.63K - $4.4K
|
5.87K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 37.08% |
$3.69K - $4.47K
|
112
$6.97K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-76- 4.49% |
$4.25K - $5.15K
|
1.62K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-77- 0.7% |
$4.3K - $5.22K
|
10.9K
$677K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-80- 2.04% |
$4.47K - $5.42K
|
3.84K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-80- 0.8% |
$4.47K - $5.42K
|
9.86K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-80- 1.25% |
$4.47K - $5.42K
|
6.34K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 4.1% |
$4.58K - $5.55K
|
1.92K
$119K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-88- 32.59% |
$4.92K - $5.96K
|
182
$11.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-90- 18.95% |
$5.03K - $6.1K
|
385
$24K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-90- 2.35% |
$5.03K - $6.1K
|
3.74K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-93- 0.99% |
$5.2K - $6.3K
|
9.28K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-96- 6.03% |
$5.37K - $6.5K
|
1.5K
$93.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-98- 2.03% |
$5.48K - $6.64K
|
4.73K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-108- 2.93% |
$6.04K - $7.31K
|
3.58K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-111- 9.18% |
$6.2K - $7.52K
|
1.1K
$68.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-114- 0.26% |
$6.37K - $7.72K
|
43.9K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-119- 62.3% |
$6.65K - $8.06K
|
72
$4.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-125- 1.59% |
$6.99K - $8.47K
|
7.75K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-133- 1.5% |
$7.43K - $9.01K
|
8.71K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-134- 0.04% |
$7.49K - $9.08K
|
322K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-134- 3.04% |
$7.49K - $9.08K
|
4.28K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-141- 3.39% |
$7.88K - $9.55K
|
4.02K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-142- 3.48% |
$7.94K - $9.62K
|
3.94K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-149- 5.0% |
$8.33K - $10.1K
|
2.83K
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-150- 1.25% |
$8.39K - $10.2K
|
11.9K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-174- 1.39% |
$9.73K - $11.8K
|
12.4K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-182- 6.46% |
$10.2K - $12.3K
|
2.63K
$164K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-190- 3.97% |
$10.6K - $12.9K
|
4.59K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.16% |
$11.2K - $13.5K
|
17K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-213- 2.08% |
$11.9K - $14.4K
|
10K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-215- 9.27% |
$12K - $14.6K
|
2.11K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-216- 27.14% |
$12.1K - $14.6K
|
580
$36.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-218- 5.52% |
$12.2K - $14.8K
|
3.73K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-220- 28.21% |
$12.3K - $14.9K
|
560
$34.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-225- 0.82% |
$12.6K - $15.2K
|
27.3K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-229- 14.01% |
$12.8K - $15.5K
|
1.41K
$87.5K
|