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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
4,915
shares
|
$360,269
0.02% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,915
shares
|
$360,269
0.01% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
4,867
shares
|
$356,751
0.05% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
4,854
shares
|
$355,798
0.21% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,850
shares
|
$355,505
0.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
4,831
shares
|
$354,112
0.0% of portfolio
|
Q3 2025
Reduced 52.81%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
4,808
shares
|
$352,426
0.01% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
4,760
shares
|
$348,908
0.01% of portfolio
|
Q3 2025
Reduced 40.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,756
shares
|
$348,614
0.0% of portfolio
|
Q3 2023
Reduced 3.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,729
shares
|
$346,635
0.0% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,711
shares
|
$345,316
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
4,664
shares
|
$341,871
0.0% of portfolio
|
Q3 2025
Added 41.98%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
4,662
shares
|
$341,724
0.11% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
4,643
shares
|
$340,331
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,591
shares
|
$336,520
0.01% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
4,578
shares
|
$335,567
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
4,566
shares
|
$334,687
0.01% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
4,562
shares
|
$334,394
0.03% of portfolio
|
Q1 2025
Reduced 26.28%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,542
shares
|
$332,928
0.15% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
4,513
shares
|
$330,802
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,508
shares
|
$330,436
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
4,468
shares
|
$327,504
0.2% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
4,466
shares
|
$327,357
0.12% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,447
shares
|
$325,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
4,418
shares
|
$323,839
0.07% of portfolio
|
Q1 2024
Added 5.19%
|
|