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 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
404+ 0.73% |
$22.6K - $27.4K
|
55.7K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.42% |
$22.4K - $27.1K
|
95K
$5.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
399+ 11.34% |
$22.3K - $27K
|
3.92K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
395+ 2.97% |
$22.1K - $26.8K
|
13.7K
$814K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
390New |
$21.8K - $26.4K
|
390
$23.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
387+ 1.46% |
$21.6K - $26.2K
|
26.9K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
380+ 1.82% |
$21.2K - $25.7K
|
21.2K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
361+ 20.33% |
$20.2K - $24.5K
|
2.14K
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
355+ 2.33% |
$19.8K - $24K
|
15.6K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
347+ 2.93% |
$19.4K - $23.5K
|
12.2K
$725K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
341+ 17.01% |
$19.1K - $23.1K
|
2.35K
$139K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
335+ 1.51% |
$18.7K - $22.7K
|
22.5K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
311+ 25.22% |
$17.4K - $21.1K
|
1.54K
$91.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
301+ 104.51% |
$16.8K - $20.4K
|
589
$35K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
274+ 1.5% |
$15.3K - $18.6K
|
18.6K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
273+ 60.13% |
$15.3K - $18.5K
|
727
$43.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
272+ 0.9% |
$15.2K - $18.4K
|
30.6K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
270+ 0.65% |
$15.1K - $18.3K
|
41.8K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
263+ 5.55% |
$14.7K - $17.8K
|
5K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
256+ 7.23% |
$14.3K - $17.3K
|
3.8K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
254+ 99.22% |
$14.2K - $17.2K
|
510
$30.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
249+ 41.23% |
$13.9K - $16.9K
|
853
$50.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
248New |
$13.9K - $16.8K
|
248
$14.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
233+ 2.63% |
$13K - $15.8K
|
9.09K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
232New |
$13K - $15.7K
|
232
$13.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
226+ 1738.46% |
$12.6K - $15.3K
|
239
$14.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
216+ 4.62% |
$12.1K - $14.6K
|
4.89K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
214New |
$12K - $14.5K
|
214
$12.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 88.89% |
$11.2K - $13.5K
|
425
$25.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
197+ 38.4% |
$11K - $13.3K
|
710
$42.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
187New |
$10.5K - $12.7K
|
187
$11.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
176+ 10.48% |
$9.84K - $11.9K
|
1.86K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
161+ 54.95% |
$9K - $10.9K
|
454
$27K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
155New |
$8.66K - $10.5K
|
155
$9.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
151+ 3.8% |
$8.44K - $10.2K
|
4.12K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
143+ 7.4% |
$7.99K - $9.69K
|
2.08K
$123K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
141+ 0.56% |
$7.88K - $9.55K
|
25.4K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
136+ 25.19% |
$7.6K - $9.21K
|
676
$40.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
129New |
$7.21K - $8.74K
|
129
$7.67K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127+ 0.22% |
$7.1K - $8.6K
|
58.2K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
124+ 2.7% |
$6.93K - $8.4K
|
4.73K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
111+ 1.84% |
$6.2K - $7.52K
|
6.16K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 4.39% |
$6.2K - $7.52K
|
2.64K
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
93+ 1.97% |
$5.2K - $6.3K
|
4.8K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
91+ 42.33% |
$5.09K - $6.16K
|
306
$18.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
89New |
$4.98K - $6.03K
|
89
$5.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
89New |
$4.98K - $6.03K
|
89
$5.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
82+ 0.9% |
$4.58K - $5.55K
|
9.23K
$548K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74+ 13.07% |
$4.14K - $5.01K
|
640
$38K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
72New |
$4.02K - $4.88K
|
72
$4.28K
|