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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,678
shares
|
$416,197
0.0% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
5,644
shares
|
$413,705
0.08% of portfolio
|
Q3 2025
Added 33.68%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
5,637
shares
|
$413,192
0.1% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
5,607
shares
|
$410,993
0.0% of portfolio
|
Q3 2025
Reduced 80.15%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,521
shares
|
$404,689
0.04% of portfolio
|
Q2 2022
Reduced 1.78%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
5,504
shares
|
$403,443
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
5,467
shares
|
$400,731
0.03% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,460
shares
|
$400,218
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
5,451
shares
|
$399,558
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,440
shares
|
$398,752
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,434
shares
|
$398,312
0.02% of portfolio
|
Q3 2025
Added 61.49%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
5,371
shares
|
$393,694
0.01% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,330
shares
|
$390,689
0.01% of portfolio
|
Q3 2025
Reduced 35.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,228
shares
|
$383,212
0.0% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,219
shares
|
$382,552
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
5,155
shares
|
$377,861
0.0% of portfolio
|
Q3 2025
Reduced 44.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
5,128
shares
|
$375,882
0.01% of portfolio
|
Q3 2025
Reduced 27.75%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
5,107
shares
|
$374,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
5,070
shares
|
$371,631
0.01% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,067
shares
|
$371,411
0.03% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,058
shares
|
$370,751
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
5,054
shares
|
$370,458
0.05% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
5,017
shares
|
$367,746
0.0% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,010
shares
|
$367,233
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
4,972
shares
|
$364,447
0.17% of portfolio
|
Q1 2025
Added 1.02%
|
|