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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
729
shares
|
$47,268
0.0% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
719
shares
|
$46,619
0.03% of portfolio
|
Q4 2023
Reduced 43.07%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
708
shares
|
$45,906
0.09% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
700
shares
|
$45,388
0.0% of portfolio
|
Q1 2025
Reduced 55.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
695
shares
|
$45,063
0.0% of portfolio
|
Q1 2025
Added 19.83%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
695
shares
|
$45,063
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
672
shares
|
$43,572
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
647
shares
|
$41,951
0.01% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
647
shares
|
$41,951
0.0% of portfolio
|
Q1 2025
Reduced 34.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
604
shares
|
$39,163
0.0% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
600
shares
|
$38,904
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
600
shares
|
$38,904
0.02% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
595
shares
|
$38,579
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
590
shares
|
$38,255
0.01% of portfolio
|
Q1 2022
Added 125.19%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
580
shares
|
$37,607
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
577
shares
|
$37,412
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
566
shares
|
$36,699
0.0% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
528
shares
|
$34,235
0.0% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
523
shares
|
$33,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
500
shares
|
$32,420
0.0% of portfolio
|
Q4 2024
Reduced 50.4%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
500
shares
|
$32,420
0.01% of portfolio
|
Q4 2023
Reduced 51.46%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$32,420
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
500
shares
|
$32,420
0.01% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
485
shares
|
$31,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
482
shares
|
$31,252
0.0% of portfolio
|
Q1 2025
Reduced 5.49%
|