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 |
|---|---|---|---|---|---|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
3,585
shares
|
$226,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,580
shares
|
$226,614
0.02% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,567
shares
|
$225,791
0.04% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,566
shares
|
$225,727
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
3,561
shares
|
$225,411
0.07% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,560
shares
|
$225,348
0.0% of portfolio
|
Q2 2025
Reduced 88.21%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
3,521
shares
|
$222,879
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,512
shares
|
$222,309
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
3,510
shares
|
$222,183
0.0% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
3,509
shares
|
$222,119
0.01% of portfolio
|
Q2 2025
Reduced 26.79%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,496
shares
|
$221,296
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,468
shares
|
$219,524
0.01% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,467
shares
|
$219,461
0.0% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
3,452
shares
|
$218,511
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
3,451
shares
|
$218,448
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
3,450
shares
|
$218,385
0.03% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,447
shares
|
$218,195
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
3,436
shares
|
$217,498
0.06% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,425
shares
|
$216,802
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$215,853
0.01% of portfolio
|
Q2 2020
Added 10.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
3,390
shares
|
$214,587
0.0% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
3,379
shares
|
$213,890
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,365
shares
|
$213,004
0.01% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
3,350
shares
|
$212,055
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
3,327
shares
|
$210,599
0.01% of portfolio
|
Q1 2025
New holding
|