Institutional Ownership Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES). We have compiled data on the 990 institutions that hold shares in the stock, with a total of 297 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 |
---|---|---|---|---|---|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,208
shares
|
$603,492
0.01% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
9,142
shares
|
$599,166
0.01% of portfolio
|
Q1 2025
Added 4.94%
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,028
shares
|
$591,695
0.1% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
9,000
shares
|
$589,860
0.07% of portfolio
|
Q2 2024
Reduced 19.64%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
8,993
shares
|
$589,401
0.05% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
8,919
shares
|
$584,551
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
8,897
shares
|
$583,109
0.0% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,896
shares
|
$583,043
0.21% of portfolio
|
Q2 2025
Added 5.45%
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
8,868
shares
|
$581,208
1.41% of portfolio
|
Q3 2022
Reduced 39.6%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
8,840
shares
|
$579,373
0.28% of portfolio
|
Q1 2025
Added 4.04%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,774
shares
|
$575,047
0.04% of portfolio
|
Q1 2025
Added 45.65%
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,715
shares
|
$571,181
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
8,712
shares
|
$570,984
0.33% of portfolio
|
Q2 2024
Reduced 15.66%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,654
shares
|
$567,183
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
8,618
shares
|
$564,823
0.04% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
8,577
shares
|
$562,136
0.01% of portfolio
|
Q1 2025
Added 9.14%
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
8,502
shares
|
$557,221
0.02% of portfolio
|
Q1 2025
New holding
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,463
shares
|
$554,665
0.02% of portfolio
|
Q1 2025
Added 110.05%
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
8,457
shares
|
$554,271
0.08% of portfolio
|
Q2 2025
Added 4.45%
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
8,395
shares
|
$550,208
0.08% of portfolio
|
Q1 2025
Added 21.35%
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,360
shares
|
$547,914
0.01% of portfolio
|
Q3 2024
Added 81.19%
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
8,283
shares
|
$542,867
0.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
8,243
shares
|
$540,246
0.01% of portfolio
|
Q1 2025
Added 34.45%
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
8,224
shares
|
$539,000
0.04% of portfolio
|
Q1 2025
Added 69.22%
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
8,205
shares
|
$537,755
0.2% of portfolio
|
Q2 2025
Added 106.83%
|