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 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
304+ 2.68% |
$17K - $20.6K
|
11.6K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
301+ 104.51% |
$16.8K - $20.4K
|
589
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
291+ 3.51% |
$16.3K - $19.7K
|
8.57K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
279+ 6.84% |
$15.6K - $18.9K
|
4.36K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
274+ 1.5% |
$15.3K - $18.6K
|
18.6K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
273+ 60.13% |
$15.3K - $18.5K
|
727
$45.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
272+ 0.9% |
$15.2K - $18.4K
|
30.6K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
270+ 0.65% |
$15.1K - $18.3K
|
41.8K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
266New |
$14.9K - $18K
|
266
$16.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
263+ 5.55% |
$14.7K - $17.8K
|
5K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
256+ 7.23% |
$14.3K - $17.3K
|
3.8K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
255+ 2.87% |
$14.3K - $17.3K
|
9.13K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
254+ 99.22% |
$14.2K - $17.2K
|
510
$31.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
249+ 41.23% |
$13.9K - $16.9K
|
853
$53.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
248New |
$13.9K - $16.8K
|
248
$15.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
245+ 3.27% |
$13.7K - $16.6K
|
7.73K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
233+ 2.63% |
$13K - $15.8K
|
9.09K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
232New |
$13K - $15.7K
|
232
$14.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
230+ 2875.0% |
$12.9K - $15.6K
|
238
$14.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
230+ 1.18% |
$12.9K - $15.6K
|
19.7K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
226+ 1738.46% |
$12.6K - $15.3K
|
239
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
218New |
$12.2K - $14.8K
|
218
$13.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
216+ 4.62% |
$12.1K - $14.6K
|
4.89K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
214New |
$12K - $14.5K
|
214
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
200New |
$11.2K - $13.5K
|
200
$12.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 88.89% |
$11.2K - $13.5K
|
425
$26.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
197+ 38.4% |
$11K - $13.3K
|
710
$44.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
188New |
$10.5K - $12.7K
|
188
$11.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
187New |
$10.5K - $12.7K
|
187
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
179+ 662.96% |
$10K - $12.1K
|
206
$12.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
176+ 10.48% |
$9.84K - $11.9K
|
1.86K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
166+ 2075.0% |
$9.28K - $11.2K
|
174
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
161+ 54.95% |
$9K - $10.9K
|
454
$28.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
160+ 11.08% |
$8.94K - $10.8K
|
1.6K
$99.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
155New |
$8.66K - $10.5K
|
155
$9.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
151+ 3.8% |
$8.44K - $10.2K
|
4.12K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
143+ 7.4% |
$7.99K - $9.69K
|
2.08K
$129K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
141+ 0.56% |
$7.88K - $9.55K
|
25.4K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
136+ 25.19% |
$7.6K - $9.21K
|
676
$42.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
129New |
$7.21K - $8.74K
|
129
$8.03K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127+ 0.22% |
$7.1K - $8.6K
|
58.2K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
124+ 2.7% |
$6.93K - $8.4K
|
4.73K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
123+ 2.9% |
$6.88K - $8.33K
|
4.36K
$272K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
120New |
$6.71K - $8.13K
|
120
$7.47K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
113New |
$6.32K - $7.65K
|
113
$7.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
112New |
$6.26K - $7.59K
|
112
$6.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 4.39% |
$6.2K - $7.52K
|
2.64K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
111+ 1.84% |
$6.2K - $7.52K
|
6.16K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
111+ 0.68% |
$6.2K - $7.52K
|
16.5K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
109+ 8.31% |
$6.09K - $7.38K
|
1.42K
$88.4K
|