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 |
|---|---|---|---|---|---|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
6,332
shares
|
$414,999
0.03% of portfolio
|
Q1 2025
Reduced 51.14%
|
|
|
Savior LLC
|
Jul 14, 2025 Q2 2025 |
6,150
shares
|
$403,071
2.12% of portfolio
|
Q4 2022
Reduced 0.21%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
6,135
shares
|
$402,087
0.02% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,122
shares
|
$401,235
0.0% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,119
shares
|
$401,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,063
shares
|
$397,369
0.01% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,051
shares
|
$396,582
0.03% of portfolio
|
Q4 2023
Added 1.1%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,030
shares
|
$395,206
0.04% of portfolio
|
Q4 2023
Reduced 18.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
6,003
shares
|
$393,436
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,980
shares
|
$391,929
0.0% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
5,971
shares
|
$391,339
0.01% of portfolio
|
Q1 2025
Added 48.98%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,956
shares
|
$390,356
0.02% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
5,942
shares
|
$389,438
0.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
5,936
shares
|
$389,045
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,924
shares
|
$388,258
0.08% of portfolio
|
Q1 2023
Added 0.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,834
shares
|
$382,360
0.05% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
5,831
shares
|
$382,163
0.01% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,830
shares
|
$382,098
0.01% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,806
shares
|
$380,525
0.01% of portfolio
|
Q4 2022
Added 5.12%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
5,791
shares
|
$379,542
0.12% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,782
shares
|
$378,952
0.01% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
5,769
shares
|
$378,100
0.11% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
5,694
shares
|
$373,184
0.04% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
5,681
shares
|
$372,332
0.06% of portfolio
|
Q2 2024
Reduced 10.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
5,674
shares
|
$371,873
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|