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 |
|---|---|---|---|---|---|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
8,780
shares
|
$555,774
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
8,712
shares
|
$551,469
0.3% of portfolio
|
Q2 2024
Reduced 15.66%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,707
shares
|
$551,153
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
8,693
shares
|
$550,266
0.01% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
8,671
shares
|
$548,874
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
8,656
shares
|
$547,924
0.0% of portfolio
|
Q2 2025
Added 1555.07%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
8,652
shares
|
$547,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
8,651
shares
|
$547,608
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
8,618
shares
|
$545,519
0.04% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
8,588
shares
|
$543,620
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,555
shares
|
$541,531
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
8,459
shares
|
$535,454
0.36% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
8,457
shares
|
$535,328
0.08% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
8,423
shares
|
$533,175
0.25% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
8,396
shares
|
$531,466
0.01% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,360
shares
|
$529,188
0.01% of portfolio
|
Q3 2024
Added 81.19%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
8,330
shares
|
$527,289
0.0% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
8,205
shares
|
$519,376
0.2% of portfolio
|
Q2 2025
Added 106.83%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
8,142
shares
|
$515,388
0.04% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
8,046
shares
|
$509,311
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,044
shares
|
$509,185
0.01% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
8,024
shares
|
$507,919
0.05% of portfolio
|
Q3 2023
Reduced 0.72%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
8,007
shares
|
$506,843
0.2% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,988
shares
|
$505,640
0.01% of portfolio
|
Q2 2025
Added 33.58%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
7,981
shares
|
$505,197
0.08% of portfolio
|
Q1 2025
Reduced 0.82%
|