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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,200
shares
|
$144,188
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,153
shares
|
$141,107
0.01% of portfolio
|
Q1 2025
Added 33.15%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,144
shares
|
$140,517
0.02% of portfolio
|
Q2 2025
Added 150.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,093
shares
|
$137,175
0.0% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
2,072
shares
|
$135,798
0.1% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
2,050
shares
|
$134,357
0.03% of portfolio
|
Q1 2025
Added 146.1%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,043
shares
|
$133,898
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,007
shares
|
$131,538
0.01% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,953
shares
|
$127,999
0.0% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,914
shares
|
$125,443
0.01% of portfolio
|
Q1 2020
Reduced 21.19%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,904
shares
|
$124,788
0.02% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,897
shares
|
$124,329
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,889
shares
|
$123,805
0.02% of portfolio
|
Q2 2018
Reduced 31.41%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,862
shares
|
$122,035
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,835
shares
|
$120,265
0.0% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,811
shares
|
$118,692
0.0% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,803
shares
|
$118,168
0.01% of portfolio
|
Q1 2024
Reduced 11.31%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,722
shares
|
$112,859
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,709
shares
|
$112,007
0.0% of portfolio
|
Q1 2025
Reduced 57.67%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,701
shares
|
$111,483
0.02% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
1,681
shares
|
$110,172
0.0% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,673
shares
|
$109,648
0.01% of portfolio
|
Q4 2023
Reduced 51.21%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,657
shares
|
$108,599
0.03% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,597
shares
|
$104,667
0.03% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,555
shares
|
$101,914
0.01% of portfolio
|
Q1 2025
Reduced 49.74%
|