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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
111
shares
|
$7,197
0.0% of portfolio
|
Q1 2025
Reduced 36.21%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
109
shares
|
$7,067
0.0% of portfolio
|
Q1 2025
Added 36.25%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
100
shares
|
$6,484
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$6,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$6,484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
97
shares
|
$6,289
0.0% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
96
shares
|
$6,224
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
95
shares
|
$6,159
0.0% of portfolio
|
Q1 2025
Added 295.83%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
89
shares
|
$5,770
0.0% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
85
shares
|
$5,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
83
shares
|
$5,381
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
83
shares
|
$5,381
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
83
shares
|
$5,381
0.0% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
76
shares
|
$4,927
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
73
shares
|
$4,733
0.0% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
72
shares
|
$4,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
68
shares
|
$4,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
68
shares
|
$4,409
0.0% of portfolio
|
Q2 2025
Added 223.81%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
67
shares
|
$4,344
0.0% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
67
shares
|
$4,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
65
shares
|
$4,214
0.0% of portfolio
|
Q1 2025
Reduced 95.95%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
64
shares
|
$4,149
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
62
shares
|
$4,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
56
shares
|
$3,631
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
56
shares
|
$3,631
0.0% of portfolio
|
Q2 2025
Added 1.82%
|