Institutional Ownership Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES). We have compiled data on the 1,045 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
21,725
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
21,593
shares
|
$1.37 Million
0.33% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
21,486
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,476
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
21,246
shares
|
$1.34 Million
0.4% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
21,020
shares
|
$1.33 Million
1.13% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
20,577
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
20,175
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
20,072
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
19,834
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
19,544
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
19,491
shares
|
$1.23 Million
0.49% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
19,400
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
19,389
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
19,359
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,288
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
19,205
shares
|
$1.22 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
19,184
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
19,100
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
19,098
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
19,075
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
19,004
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,695
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
18,647
shares
|
$1.18 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
18,539
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.04%
|