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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 57.89% |
$615 - $745
|
8
$506
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-11- 13.92% |
$615 - $745
|
68
$4.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-13- 0.13% |
$727 - $880
|
9.92K
$628K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 68.0% |
$950 - $1.15K
|
8
$506
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17- 0.39% |
$950 - $1.15K
|
4.37K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-20- 0.33% |
$1.12K - $1.35K
|
5.99K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20- 0.41% |
$1.12K - $1.35K
|
4.85K
$307K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-22- 0.4% |
$1.23K - $1.49K
|
5.5K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-27- 2.42% |
$1.51K - $1.83K
|
1.09K
$68.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-28- 2.34% |
$1.57K - $1.9K
|
1.17K
$74.1K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-34- 0.44% |
$1.9K - $2.3K
|
7.65K
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-35- 2.85% |
$1.96K - $2.37K
|
1.19K
$75.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 29.75% |
$2.01K - $2.44K
|
85
$5.38K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-37- 2.13% |
$2.07K - $2.51K
|
1.7K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 9.61% |
$2.07K - $2.51K
|
348
$22K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38- 0.38% |
$2.12K - $2.57K
|
10K
$634K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-45- 3.05% |
$2.52K - $3.05K
|
1.43K
$90.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-47- 0.11% |
$2.63K - $3.18K
|
41.1K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-48- 34.53% |
$2.68K - $3.25K
|
91
$5.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-49- 1.25% |
$2.74K - $3.32K
|
3.87K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-54- 3.32% |
$3.02K - $3.66K
|
1.57K
$99.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 73.42% |
$3.24K - $3.93K
|
21
$1.33K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-62- 1.65% |
$3.47K - $4.2K
|
3.69K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-65- 0.96% |
$3.63K - $4.4K
|
6.71K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-65- 1.1% |
$3.63K - $4.4K
|
5.87K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 37.08% |
$3.69K - $4.47K
|
112
$7.09K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-76- 4.49% |
$4.25K - $5.15K
|
1.62K
$102K
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-77- 0.7% |
$4.3K - $5.22K
|
10.9K
$688K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-80- 1.25% |
$4.47K - $5.42K
|
6.34K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-80- 2.04% |
$4.47K - $5.42K
|
3.84K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-80- 0.8% |
$4.47K - $5.42K
|
9.86K
$624K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 4.1% |
$4.58K - $5.55K
|
1.92K
$121K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-83- 0.8% |
$4.64K - $5.62K
|
10.3K
$650K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-83- 0.8% |
$4.64K - $5.62K
|
10.3K
$650K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-88- 32.59% |
$4.92K - $5.96K
|
182
$11.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-90- 2.35% |
$5.03K - $6.1K
|
3.74K
$237K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-90- 18.95% |
$5.03K - $6.1K
|
385
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-93- 0.99% |
$5.2K - $6.3K
|
9.28K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-96- 6.03% |
$5.37K - $6.5K
|
1.5K
$94.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-98- 2.03% |
$5.48K - $6.64K
|
4.73K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-108- 2.93% |
$6.04K - $7.31K
|
3.58K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-111- 9.18% |
$6.2K - $7.52K
|
1.1K
$69.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-114- 0.26% |
$6.37K - $7.72K
|
43.9K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-119- 62.3% |
$6.65K - $8.06K
|
72
$4.56K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-125- 1.59% |
$6.99K - $8.47K
|
7.75K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-133- 1.5% |
$7.43K - $9.01K
|
8.71K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-134- 0.04% |
$7.49K - $9.08K
|
322K
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-134- 3.04% |
$7.49K - $9.08K
|
4.28K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-141- 3.39% |
$7.88K - $9.55K
|
4.02K
$255K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-142- 3.48% |
$7.94K - $9.62K
|
3.94K
$250K
|