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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
155
shares
|
$9,811
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
153
shares
|
$9,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
150
shares
|
$9,495
0.0% of portfolio
|
Q2 2025
Reduced 87.67%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
146
shares
|
$9,241
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
131
shares
|
$8,292
0.0% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
129
shares
|
$8,165
0.0% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
128
shares
|
$8,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
126
shares
|
$7,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
126
shares
|
$7,975
0.0% of portfolio
|
Q3 2023
Added 53.66%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
125
shares
|
$7,912
0.0% of portfolio
|
Q1 2023
Reduced 37.5%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
122
shares
|
$7,722
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
120
shares
|
$7,596
0.0% of portfolio
|
Q2 2025
Reduced 79.83%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
118
shares
|
$7,469
0.0% of portfolio
|
Q3 2022
Reduced 59.03%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
117
shares
|
$7,406
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
115
shares
|
$7,279
0.0% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
113
shares
|
$7,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
112
shares
|
$7,089
0.0% of portfolio
|
Q2 2025
Added 19.15%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
110
shares
|
$6,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
103
shares
|
$6,519
0.0% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
101
shares
|
$6,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$6,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
100
shares
|
$6,330
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
100
shares
|
$6,330
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
96
shares
|
$6,076
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
92
shares
|
$5,823
0.0% of portfolio
|
Q2 2025
Reduced 35.21%
|