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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
11,433
shares
|
$723,708
0.03% of portfolio
|
Q2 2025
Added 210.51%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
11,343
shares
|
$718,011
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
11,330
shares
|
$717,189
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
11,216
shares
|
$709,972
0.15% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
11,126
shares
|
$704,275
0.04% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
11,085
shares
|
$701,680
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,011
shares
|
$696,996
0.05% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,983
shares
|
$695,223
0.24% of portfolio
|
Q2 2023
Added 1.62%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
10,968
shares
|
$694,274
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
10,806
shares
|
$684,019
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
10,710
shares
|
$677,943
0.02% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
10,625
shares
|
$672,562
0.13% of portfolio
|
Q2 2022
Reduced 0.93%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,493
shares
|
$664,206
0.06% of portfolio
|
Q2 2022
Added 11.82%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
10,476
shares
|
$663,130
0.01% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
Aug 06, 2025 Q2 2025 |
10,238
shares
|
$648,065
0.01% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
10,185
shares
|
$644,710
0.09% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
10,182
shares
|
$644,520
0.07% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
10,149
shares
|
$642,431
0.02% of portfolio
|
Q3 2023
Added 22.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
10,087
shares
|
$638,507
0.08% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
10,068
shares
|
$637,304
0.04% of portfolio
|
Q2 2025
Added 47.39%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
9,983
shares
|
$631,923
0.01% of portfolio
|
Q2 2025
Added 90.95%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
9,978
shares
|
$631,607
0.04% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,965
shares
|
$630,784
0.02% of portfolio
|
Q3 2022
Added 0.11%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
9,930
shares
|
$628,569
0.06% of portfolio
|
Q4 2023
Reduced 81.54%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
9,886
shares
|
$625,783
0.0% of portfolio
|
Q2 2025
Added 0.18%
|