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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
3,891
shares
|
$255,016
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,888
shares
|
$254,819
0.08% of portfolio
|
Q1 2022
Added 1.91%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,875
shares
|
$253,967
0.02% of portfolio
|
Q2 2025
Added 5066.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,864
shares
|
$253,246
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
3,860
shares
|
$252,984
0.14% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
3,857
shares
|
$252,787
0.0% of portfolio
|
Q1 2025
Reduced 86.64%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
3,854
shares
|
$252,591
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
3,842
shares
|
$251,804
0.01% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,836
shares
|
$251,411
0.09% of portfolio
|
Q1 2025
Reduced 48.3%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,828
shares
|
$250,887
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
3,827
shares
|
$250,821
0.07% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,815
shares
|
$250,035
0.01% of portfolio
|
Q1 2025
Added 60.23%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,812
shares
|
$249,838
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,806
shares
|
$249,445
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,803
shares
|
$249,248
0.01% of portfolio
|
Q2 2024
Reduced 10.77%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
3,799
shares
|
$248,986
0.08% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
3,774
shares
|
$247,347
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,711
shares
|
$243,218
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,693
shares
|
$242,039
0.0% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,682
shares
|
$241,318
0.02% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
3,667
shares
|
$240,335
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,646
shares
|
$238,958
0.0% of portfolio
|
Q1 2025
Reduced 52.85%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
3,627
shares
|
$237,713
0.0% of portfolio
|
Q1 2025
Added 52.84%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,610
shares
|
$236,599
0.05% of portfolio
|
Q1 2025
Reduced 9.75%
|