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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 0.16% |
$615 - $745
|
6.77K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$559 - $677
|
10
$623
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$559 - $677
|
10
$623
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
9+ 180.0% |
$503 - $610
|
14
$872
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$503 - $610
|
9
$560
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.12% |
$503 - $610
|
7.61K
$473K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
8+ 0.02% |
$447 - $542
|
34.3K
$2.13M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7New |
$391 - $474
|
7
$436
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$391 - $474
|
7
$436
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$335 - $406
|
6
$374
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6New |
$335 - $406
|
6
$374
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 5.43% |
$280 - $339
|
97
$6.04K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$280 - $339
|
5
$311
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 2.67% |
$224 - $271
|
154
$9.59K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4New |
$224 - $271
|
4
$249
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.43% |
$224 - $271
|
284
$17.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4+ 0.02% |
$224 - $271
|
21.3K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.07% |
$168 - $203
|
4.5K
$280K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 6.98% |
$168 - $203
|
46
$2.86K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3+ 0.02% |
$168 - $203
|
17.7K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.08% |
$168 - $203
|
3.95K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$55.9 - $67.7
|
5.41K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.76% |
$55.9 - $67.7
|
133
$8.28K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1+ 0.02% |
$55.9 - $67.7
|
5.91K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.15% |
$55.9 - $67.7
|
680
$42.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1- 0.01% |
$55.9 - $67.7
|
19.7K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-1- 0.21% |
$55.9 - $67.7
|
478
$29.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 14.29% |
$224 - $271
|
24
$1.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6- 22.22% |
$335 - $406
|
21
$1.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 5.83% |
$335 - $406
|
97
$6.04K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-7- 2.61% |
$391 - $474
|
261
$16.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-8- 0.19% |
$447 - $542
|
4.24K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 3.54% |
$447 - $542
|
218
$13.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 44.44% |
$447 - $542
|
10
$623
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-8- 0.54% |
$447 - $542
|
1.48K
$92.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-10- 45.45% |
$559 - $677
|
12
$747
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 14.71% |
$559 - $677
|
58
$3.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-11- 13.92% |
$615 - $745
|
68
$4.23K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 57.89% |
$615 - $745
|
8
$498
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-13- 0.13% |
$727 - $880
|
9.92K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17- 0.39% |
$950 - $1.15K
|
4.37K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 68.0% |
$950 - $1.15K
|
8
$498
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20- 0.41% |
$1.12K - $1.35K
|
4.85K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-20- 0.33% |
$1.12K - $1.35K
|
5.99K
$373K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-22- 0.4% |
$1.23K - $1.49K
|
5.5K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-27- 2.42% |
$1.51K - $1.83K
|
1.09K
$67.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-28- 2.34% |
$1.57K - $1.9K
|
1.17K
$72.9K
|