Institutional Ownership Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES). We have compiled data on the 1,112 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 |
|---|---|---|---|---|---|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
4,418
shares
|
$323,839
0.07% of portfolio
|
Q1 2024
Added 5.19%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,382
shares
|
$321,200
0.13% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,366
shares
|
$320,027
0.01% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,364
shares
|
$319,881
0.01% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
4,351
shares
|
$318,928
0.09% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
4,344
shares
|
$318,415
0.0% of portfolio
|
Q3 2025
Added 22.02%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
4,339
shares
|
$318,048
0.15% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,328
shares
|
$317,242
0.02% of portfolio
|
Q3 2025
Added 97.09%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
4,325
shares
|
$317,022
0.02% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,292
shares
|
$314,603
0.01% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
4,274
shares
|
$313,284
0.05% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
4,263
shares
|
$312,477
0.2% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
4,252
shares
|
$311,671
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
4,250
shares
|
$311,525
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,250
shares
|
$311,525
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
4,249
shares
|
$311,451
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
4,187
shares
|
$306,907
0.01% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,174
shares
|
$305,954
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,167
shares
|
$305,441
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
4,159
shares
|
$304,854
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,157
shares
|
$304,708
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,140
shares
|
$303,462
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
4,130
shares
|
$302,729
0.05% of portfolio
|
Q3 2025
Reduced 27.3%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
4,102
shares
|
$300,676
0.07% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,097
shares
|
$300,310
0.0% of portfolio
|
Q3 2025
Reduced 24.19%
|
|