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 |
---|---|---|---|---|---|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,602
shares
|
$367,155
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
5,600
shares
|
$367,024
0.26% of portfolio
|
Q1 2025
Added 0.27%
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
5,560
shares
|
$364,402
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,521
shares
|
$361,846
0.04% of portfolio
|
Q2 2022
Reduced 1.78%
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
5,519
shares
|
$361,715
0.06% of portfolio
|
Q1 2025
Added 9415.52%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,472
shares
|
$358,634
0.03% of portfolio
|
Q2 2025
Added 17.96%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,460
shares
|
$357,848
0.29% of portfolio
|
Q4 2022
New holding
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,445
shares
|
$356,865
0.06% of portfolio
|
Q2 2025
Added 3.6%
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
5,440
shares
|
$356,537
0.2% of portfolio
|
Q1 2024
New holding
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,434
shares
|
$356,144
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
5,420
shares
|
$355,226
0.01% of portfolio
|
Q1 2025
Reduced 50.8%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,373
shares
|
$352,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,262
shares
|
$344,871
0.01% of portfolio
|
Q1 2025
Added 7.63%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,228
shares
|
$342,643
0.0% of portfolio
|
Q1 2025
Added 22.24%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,219
shares
|
$342,053
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
5,217
shares
|
$341,922
0.02% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
5,181
shares
|
$339,562
0.04% of portfolio
|
Q1 2025
New holding
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
5,130
shares
|
$336,220
0.06% of portfolio
|
Q2 2025
Added 13.37%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,036
shares
|
$330,059
0.01% of portfolio
|
Q1 2025
Added 3.79%
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,033
shares
|
$329,862
0.15% of portfolio
|
Q1 2025
New holding
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
5,014
shares
|
$328,617
0.27% of portfolio
|
Q2 2025
New holding
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
4,972
shares
|
$325,864
0.1% of portfolio
|
Q1 2025
Added 1.02%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
4,969
shares
|
$325,668
0.02% of portfolio
|
Q1 2025
Added 25.8%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,932
shares
|
$323,243
0.01% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
4,915
shares
|
$322,129
0.02% of portfolio
|
Q2 2024
Reduced 0.32%
|