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 |
|---|---|---|---|---|---|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
45
shares
|
$2,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
44
shares
|
$2,785
0.0% of portfolio
|
Q2 2025
Added 62.96%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
43
shares
|
$2,721
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
43
shares
|
$2,721
0.0% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
41
shares
|
$2,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40
shares
|
$2,532
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36
shares
|
$2,278
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
34
shares
|
$2,152
0.0% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
32
shares
|
$2,025
0.0% of portfolio
|
Q2 2025
Reduced 78.52%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
30
shares
|
$1,899
0.0% of portfolio
|
Q1 2025
Reduced 96.87%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
27
shares
|
$1,709
0.0% of portfolio
|
Q1 2025
Reduced 86.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
25
shares
|
$1,582
0.0% of portfolio
|
Q1 2024
Reduced 35.9%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
24
shares
|
$1,519
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
24
shares
|
$1,519
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
23
shares
|
$1,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
22
shares
|
$1,392
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$1,266
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$1,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$1,266
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
16
shares
|
$1,012
0.0% of portfolio
|
Q2 2025
Reduced 62.79%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
16
shares
|
$1,012
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
14
shares
|
$886
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
14
shares
|
$886
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
14
shares
|
$886
0.0% of portfolio
|
Q2 2025
Reduced 99.61%
|