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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,986
shares
|
$252,313
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,977
shares
|
$251,744
0.03% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
3,941
shares
|
$249,465
0.16% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
3,918
shares
|
$248,009
0.01% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
3,891
shares
|
$246,300
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,888
shares
|
$246,110
0.08% of portfolio
|
Q1 2022
Added 1.91%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,875
shares
|
$245,287
0.02% of portfolio
|
Q2 2025
Added 5066.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
3,864
shares
|
$244,591
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
3,860
shares
|
$244,338
0.14% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
3,841
shares
|
$243,135
0.01% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
3,840
shares
|
$243,072
0.02% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
3,836
shares
|
$242,818
0.08% of portfolio
|
Q1 2025
Reduced 48.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,830
shares
|
$242,439
0.03% of portfolio
|
Q2 2025
Added 40.55%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
3,827
shares
|
$242,249
0.07% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,809
shares
|
$241,109
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,806
shares
|
$240,919
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,803
shares
|
$240,729
0.01% of portfolio
|
Q2 2024
Reduced 10.77%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,742
shares
|
$236,868
0.0% of portfolio
|
Q2 2025
Reduced 37.33%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,711
shares
|
$234,906
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,703
shares
|
$234,399
0.01% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,699
shares
|
$234,146
0.03% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,646
shares
|
$230,791
0.0% of portfolio
|
Q1 2025
Reduced 52.85%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,644
shares
|
$230,665
0.0% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,610
shares
|
$228,513
0.05% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
3,610
shares
|
$228,513
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|