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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
49
shares
|
$3,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
46
shares
|
$2,982
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
46
shares
|
$2,982
0.0% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
46
shares
|
$2,982
0.0% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
43
shares
|
$2,788
0.0% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
43
shares
|
$2,788
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
43
shares
|
$2,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
42
shares
|
$2,723
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40
shares
|
$2,593
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
37
shares
|
$2,399
0.0% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36
shares
|
$2,334
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
34
shares
|
$2,204
0.0% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
30
shares
|
$1,945
0.0% of portfolio
|
Q1 2025
Reduced 96.87%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
27
shares
|
$1,750
0.0% of portfolio
|
Q1 2025
Reduced 86.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
27
shares
|
$1,750
0.0% of portfolio
|
Q1 2025
Reduced 69.66%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
25
shares
|
$1,621
0.0% of portfolio
|
Q1 2024
Reduced 35.9%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
24
shares
|
$1,556
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
24
shares
|
$1,556
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
23
shares
|
$1,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
22
shares
|
$1,426
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
21
shares
|
$1,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$1,296
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$1,296
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
16
shares
|
$1,037
0.0% of portfolio
|
Q1 2025
New holding
|