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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
478
shares
|
$30,993
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
477
shares
|
$30,928
0.0% of portfolio
|
Q3 2022
Reduced 45.86%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
467
shares
|
$30,280
0.0% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
464
shares
|
$30,085
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
462
shares
|
$29,956
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$29,178
0.02% of portfolio
|
Q4 2021
Reduced 48.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
425
shares
|
$27,557
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
417
shares
|
$27,038
0.0% of portfolio
|
Q1 2020
Reduced 13.31%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
396
shares
|
$25,676
0.0% of portfolio
|
Q1 2025
Reduced 95.78%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
384
shares
|
$24,898
0.0% of portfolio
|
Q4 2024
Reduced 72.31%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
370
shares
|
$23,990
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
357
shares
|
$23,147
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
334
shares
|
$21,656
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
323
shares
|
$20,943
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
306
shares
|
$19,841
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
305
shares
|
$19,776
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
303
shares
|
$19,646
0.01% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
300
shares
|
$19,452
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$19,452
0.01% of portfolio
|
Q2 2022
Reduced 40.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
300
shares
|
$19,452
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
300
shares
|
$19,452
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
293
shares
|
$18,998
0.0% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
291
shares
|
$18,868
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
287
shares
|
$18,609
0.0% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
283
shares
|
$18,349
0.0% of portfolio
|
Q1 2025
New holding
|