Institutional Ownership Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES). We have compiled data on the 1,111 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
8,747
shares
|
$641,155
0.3% of portfolio
|
Q3 2025
Reduced 64.65%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
8,689
shares
|
$636,903
0.32% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
8,661
shares
|
$634,851
0.01% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,660
shares
|
$634,778
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
8,618
shares
|
$631,699
0.04% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
8,580
shares
|
$628,914
0.19% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
8,544
shares
|
$626,275
0.02% of portfolio
|
Q3 2025
Added 113.07%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
8,501
shares
|
$623,123
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
8,466
shares
|
$620,557
0.21% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
8,430
shares
|
$617,919
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,424
shares
|
$617,479
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
8,416
shares
|
$616,892
0.24% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,368
shares
|
$613,374
0.01% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,360
shares
|
$612,788
0.01% of portfolio
|
Q3 2024
Added 81.19%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
8,257
shares
|
$605,238
0.08% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,219
shares
|
$602,452
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
8,209
shares
|
$601,719
0.35% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,195
shares
|
$600,693
0.03% of portfolio
|
Q3 2025
Added 139.27%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
8,171
shares
|
$598,934
0.01% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
8,034
shares
|
$588,892
0.1% of portfolio
|
Q3 2025
Reduced 38.44%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
8,024
shares
|
$588,159
0.05% of portfolio
|
Q3 2023
Reduced 0.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,001
shares
|
$586,473
0.01% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,988
shares
|
$585,520
0.01% of portfolio
|
Q2 2025
Added 33.58%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
7,981
shares
|
$585,007
0.09% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
7,943
shares
|
$582,221
0.02% of portfolio
|
Q3 2025
Added 2.36%
|
|