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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,909
shares
|
$437,339
0.02% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
6,908
shares
|
$437,276
0.01% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
6,882
shares
|
$435,630
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
6,864
shares
|
$434,491
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
6,853
shares
|
$433,794
0.14% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
6,788
shares
|
$429,680
0.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,752
shares
|
$427,401
0.04% of portfolio
|
Q3 2023
Reduced 50.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,651
shares
|
$421,008
0.01% of portfolio
|
Q4 2023
Added 7.14%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
6,593
shares
|
$417,336
0.22% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,586
shares
|
$416,893
0.05% of portfolio
|
Q3 2022
Reduced 1.29%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
6,568
shares
|
$415,754
0.02% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
6,560
shares
|
$415,248
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
6,529
shares
|
$413,285
0.04% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
6,500
shares
|
$411,450
0.32% of portfolio
|
Q4 2022
Added 2.43%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,485
shares
|
$410,500
0.11% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,484
shares
|
$410,437
0.05% of portfolio
|
Q4 2022
Added 3.12%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,471
shares
|
$409,614
0.0% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
6,395
shares
|
$404,803
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
6,360
shares
|
$402,588
0.02% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,351
shares
|
$402,018
0.09% of portfolio
|
Q2 2025
Added 209.8%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
6,341
shares
|
$401,385
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
6,179
shares
|
$391,130
0.02% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
6,166
shares
|
$390,307
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Savior LLC
|
Jul 14, 2025 Q2 2025 |
6,150
shares
|
$389,295
2.12% of portfolio
|
Q4 2022
Reduced 0.21%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,120
shares
|
$387,396
0.0% of portfolio
|
Q2 2025
Added 0.94%
|