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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
4,312
shares
|
$272,949
0.01% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
4,280
shares
|
$270,924
0.01% of portfolio
|
Q2 2025
Reduced 80.91%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,278
shares
|
$270,797
0.13% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
4,255
shares
|
$269,341
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
4,252
shares
|
$269,151
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
4,231
shares
|
$267,822
0.05% of portfolio
|
Q2 2025
Reduced 25.52%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
4,222
shares
|
$267,252
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,217
shares
|
$266,936
0.03% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
4,215
shares
|
$266,809
0.16% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,174
shares
|
$264,214
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
4,171
shares
|
$264,024
0.01% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,159
shares
|
$263,264
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
4,152
shares
|
$262,821
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,146
shares
|
$262,441
0.01% of portfolio
|
Q2 2025
Added 27.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
4,144
shares
|
$262,315
0.01% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
4,102
shares
|
$259,656
0.08% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,073
shares
|
$257,820
0.05% of portfolio
|
Q3 2022
Reduced 25.91%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
4,067
shares
|
$257,441
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
4,066
shares
|
$257,377
0.18% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
4,062
shares
|
$257,124
0.01% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
4,033
shares
|
$255,288
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
4,015
shares
|
$254,149
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,010
shares
|
$253,833
0.01% of portfolio
|
Q2 2025
Reduced 52.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,002
shares
|
$253,326
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$253,200
0.04% of portfolio
|
Q3 2024
New holding
|