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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,600
shares
|
$164,580
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
2,600
shares
|
$164,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,591
shares
|
$164,010
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,546
shares
|
$161,161
0.16% of portfolio
|
Q2 2022
Reduced 19.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,502
shares
|
$158,376
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,490
shares
|
$157,617
0.01% of portfolio
|
Q2 2025
Added 60.13%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,458
shares
|
$155,591
0.02% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,447
shares
|
$154,895
0.01% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,200
shares
|
$139,260
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,196
shares
|
$139,006
0.01% of portfolio
|
Q2 2025
Added 201.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,155
shares
|
$136,411
0.0% of portfolio
|
Q2 2025
Added 26.1%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,152
shares
|
$136,221
0.0% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,144
shares
|
$135,715
0.02% of portfolio
|
Q2 2025
Added 150.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,134
shares
|
$135,082
0.01% of portfolio
|
Q2 2025
Added 1029.1%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,124
shares
|
$134,449
0.01% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,062
shares
|
$130,524
0.09% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,953
shares
|
$123,624
0.0% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,936
shares
|
$122,548
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,914
shares
|
$121,156
0.01% of portfolio
|
Q1 2020
Reduced 21.19%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,897
shares
|
$120,080
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,889
shares
|
$119,573
0.02% of portfolio
|
Q2 2018
Reduced 31.41%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,837
shares
|
$116,282
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,813
shares
|
$114,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,780
shares
|
$112,674
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,776
shares
|
$112,420
0.02% of portfolio
|
Q2 2025
Added 18.88%
|