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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,051
shares
|
$383,028
0.03% of portfolio
|
Q4 2023
Added 1.1%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,030
shares
|
$381,699
0.04% of portfolio
|
Q4 2023
Reduced 18.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
5,995
shares
|
$379,483
0.0% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
5,985
shares
|
$378,850
0.01% of portfolio
|
Q2 2025
Added 148.34%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
5,985
shares
|
$378,850
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
5,936
shares
|
$375,748
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,924
shares
|
$374,989
0.08% of portfolio
|
Q1 2023
Added 0.2%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
5,911
shares
|
$374,166
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,897
shares
|
$373,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
5,894
shares
|
$373,090
0.05% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,858
shares
|
$370,811
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
5,857
shares
|
$370,748
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,834
shares
|
$369,292
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,806
shares
|
$367,519
0.01% of portfolio
|
Q4 2022
Added 5.12%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
5,777
shares
|
$365,684
0.1% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,769
shares
|
$365,177
0.0% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
5,769
shares
|
$365,177
0.11% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
5,656
shares
|
$358,024
0.06% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,602
shares
|
$354,606
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,585
shares
|
$353,530
0.01% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,521
shares
|
$349,479
0.04% of portfolio
|
Q2 2022
Reduced 1.78%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,493
shares
|
$347,706
0.04% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,472
shares
|
$346,377
0.03% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,460
shares
|
$345,618
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,445
shares
|
$344,668
0.06% of portfolio
|
Q2 2025
Added 3.6%
|