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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
266
shares
|
$17,247
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
262
shares
|
$16,988
0.0% of portfolio
|
Q3 2022
Reduced 43.29%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
262
shares
|
$16,988
0.0% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
262
shares
|
$16,988
0.0% of portfolio
|
Q3 2022
Reduced 43.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
261
shares
|
$16,923
0.01% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
250
shares
|
$16,210
0.0% of portfolio
|
Q1 2025
Reduced 69.81%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
248
shares
|
$16,080
0.01% of portfolio
|
Q1 2024
Added 4.2%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
246
shares
|
$15,950
0.0% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
246
shares
|
$15,950
0.0% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
241
shares
|
$15,626
0.0% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
239
shares
|
$15,496
0.0% of portfolio
|
Q4 2024
Added 1738.46%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
238
shares
|
$15,431
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
234
shares
|
$15,172
0.01% of portfolio
|
Q1 2025
Added 162.92%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
232
shares
|
$15,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
225
shares
|
$14,589
0.0% of portfolio
|
Q1 2022
Reduced 0.88%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
218
shares
|
$14,135
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
214
shares
|
$13,875
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
213
shares
|
$13,810
0.0% of portfolio
|
Q1 2025
Reduced 75.23%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
210
shares
|
$13,616
0.0% of portfolio
|
Q2 2021
Reduced 98.85%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
203
shares
|
$13,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
200
shares
|
$12,968
0.0% of portfolio
|
Q4 2022
Reduced 67.05%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
200
shares
|
$12,968
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$12,968
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
199
shares
|
$12,903
0.0% of portfolio
|
Q4 2022
Added 53.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
197
shares
|
$12,773
0.0% of portfolio
|
Q2 2025
Added 3.14%
|