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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
243
shares
|
$15,381
0.0% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
238
shares
|
$15,065
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
232
shares
|
$14,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
229
shares
|
$14,495
0.0% of portfolio
|
Q2 2025
Added 252.31%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
225
shares
|
$14,242
0.0% of portfolio
|
Q1 2022
Reduced 0.88%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
214
shares
|
$13,546
0.0% of portfolio
|
Q2 2025
Added 1845.45%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
214
shares
|
$13,546
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
210
shares
|
$13,293
0.0% of portfolio
|
Q2 2021
Reduced 98.85%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
200
shares
|
$12,660
0.0% of portfolio
|
Q4 2022
Reduced 67.05%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$12,660
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$12,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
199
shares
|
$12,596
0.0% of portfolio
|
Q4 2022
Added 53.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
198
shares
|
$12,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
197
shares
|
$12,470
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
194
shares
|
$12,280
0.0% of portfolio
|
Q3 2024
Reduced 45.96%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
189
shares
|
$11,963
0.0% of portfolio
|
Q2 2025
Added 26.85%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
187
shares
|
$11,837
0.0% of portfolio
|
Q4 2023
Reduced 34.84%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
187
shares
|
$11,837
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
181
shares
|
$11,457
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
173
shares
|
$10,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
172
shares
|
$10,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
170
shares
|
$10,761
0.0% of portfolio
|
Q2 2025
Reduced 28.87%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
164
shares
|
$10,381
0.01% of portfolio
|
Q2 2025
Reduced 50.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
163
shares
|
$10,317
0.01% of portfolio
|
Q2 2025
Added 35.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
158
shares
|
$10,001
0.0% of portfolio
|
Q2 2025
New holding
|