Institutional Ownership Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES). We have compiled data on the 989 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 $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,105
shares
|
$71,648
0.01% of portfolio
|
Q2 2022
Reduced 5.15%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,091
shares
|
$70,740
0.0% of portfolio
|
Q1 2025
Reduced 74.77%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,080
shares
|
$70,027
0.06% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,049
shares
|
$68,017
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,026
shares
|
$66,525
0.0% of portfolio
|
Q1 2025
Added 47.2%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
1,000
shares
|
$64,840
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
993
shares
|
$64,386
0.03% of portfolio
|
Q1 2025
Added 45.12%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
992
shares
|
$64,321
0.09% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
991
shares
|
$64,256
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
990
shares
|
$64,191
0.01% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
984
shares
|
$63,802
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
956
shares
|
$61,987
0.01% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
955
shares
|
$61,922
0.01% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
885
shares
|
$57,383
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
874
shares
|
$56,670
0.02% of portfolio
|
Q4 2019
Added 0.58%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
850
shares
|
$55,114
0.0% of portfolio
|
Q4 2023
Reduced 10.53%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
850
shares
|
$55,114
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
829
shares
|
$53,752
0.03% of portfolio
|
Q1 2025
Added 44.17%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
800
shares
|
$51,872
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
800
shares
|
$51,872
0.0% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
787
shares
|
$51,029
0.01% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
785
shares
|
$50,899
0.02% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
785
shares
|
$50,899
0.01% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
776
shares
|
$50,315
0.0% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
734
shares
|
$47,592
0.01% of portfolio
|
Q4 2023
Reduced 2.52%
|