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 |
|---|---|---|---|---|---|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,440
shares
|
$344,352
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,404
shares
|
$342,073
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
5,291
shares
|
$334,920
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
5,278
shares
|
$334,097
0.0% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,244
shares
|
$331,945
0.01% of portfolio
|
Q2 2025
Added 36.99%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,228
shares
|
$330,932
0.0% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,219
shares
|
$330,362
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,194
shares
|
$328,780
0.01% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
5,130
shares
|
$324,729
0.06% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,052
shares
|
$319,791
0.01% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
5,014
shares
|
$317,386
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
5,007
shares
|
$316,943
0.09% of portfolio
|
Q2 2025
Added 2250.7%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
4,972
shares
|
$314,727
0.1% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
4,915
shares
|
$311,119
0.02% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,915
shares
|
$311,119
0.01% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
4,892
shares
|
$309,663
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,854
shares
|
$307,258
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,850
shares
|
$307,005
0.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
4,840
shares
|
$306,372
0.05% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,776
shares
|
$302,320
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,756
shares
|
$301,054
0.0% of portfolio
|
Q3 2023
Reduced 3.29%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
4,756
shares
|
$301,054
0.24% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,746
shares
|
$300,421
0.01% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,737
shares
|
$299,852
0.01% of portfolio
|
Q2 2025
Added 23.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,729
shares
|
$299,345
0.0% of portfolio
|
Q2 2024
Added 1.55%
|