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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
590
shares
|
$37,347
0.01% of portfolio
|
Q1 2022
Added 125.19%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
580
shares
|
$36,714
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
578
shares
|
$36,587
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
577
shares
|
$36,524
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
546
shares
|
$34,561
0.0% of portfolio
|
Q2 2025
Added 121.95%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
532
shares
|
$33,675
0.0% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
528
shares
|
$33,422
0.0% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
519
shares
|
$32,852
0.0% of portfolio
|
Q2 2025
Added 1302.7%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
500
shares
|
$31,650
0.0% of portfolio
|
Q4 2024
Reduced 50.4%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
500
shares
|
$31,650
0.01% of portfolio
|
Q4 2023
Reduced 51.46%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$31,650
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
500
shares
|
$31,650
0.01% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
500
shares
|
$31,650
0.01% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
489
shares
|
$30,953
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
485
shares
|
$30,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
478
shares
|
$30,257
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
477
shares
|
$30,194
0.0% of portfolio
|
Q3 2022
Reduced 45.86%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
467
shares
|
$29,561
0.0% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
464
shares
|
$29,371
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$28,485
0.02% of portfolio
|
Q4 2021
Reduced 48.22%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
441
shares
|
$27,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
425
shares
|
$26,902
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
417
shares
|
$26,396
0.0% of portfolio
|
Q1 2020
Reduced 13.31%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
393
shares
|
$24,876
0.0% of portfolio
|
Q2 2025
Added 59.76%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
384
shares
|
$24,307
0.0% of portfolio
|
Q4 2024
Reduced 72.31%
|