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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,357
shares
|
$285,557
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,353
shares
|
$285,295
0.01% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,336
shares
|
$284,181
0.01% of portfolio
|
Q4 2022
Reduced 5.0%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
4,334
shares
|
$284,050
0.09% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
4,324
shares
|
$283,394
0.05% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,257
shares
|
$279,003
0.01% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
4,252
shares
|
$278,676
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
4,250
shares
|
$278,545
0.01% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
4,197
shares
|
$275,071
0.09% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,190
shares
|
$274,612
0.14% of portfolio
|
Q1 2025
Reduced 73.17%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,174
shares
|
$273,563
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
4,171
shares
|
$273,367
0.01% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,159
shares
|
$272,580
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
4,152
shares
|
$272,122
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
4,102
shares
|
$268,845
0.02% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,073
shares
|
$266,944
0.05% of portfolio
|
Q3 2022
Reduced 25.91%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
4,046
shares
|
$265,174
0.12% of portfolio
|
Q1 2025
Reduced 55.93%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
4,033
shares
|
$264,322
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
4,021
shares
|
$263,536
0.03% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$262,160
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,986
shares
|
$261,242
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,977
shares
|
$260,652
0.03% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
3,942
shares
|
$258,358
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
3,941
shares
|
$258,293
0.16% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,918
shares
|
$256,785
0.01% of portfolio
|
Q4 2024
Added 11.34%
|