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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,073
shares
|
$298,550
0.05% of portfolio
|
Q3 2022
Reduced 25.91%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
4,067
shares
|
$298,111
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,052
shares
|
$297,011
0.02% of portfolio
|
Q3 2025
Added 90.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,034
shares
|
$295,692
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
4,033
shares
|
$295,618
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
4,008
shares
|
$293,786
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Viking Fund Management LLC
|
Oct 10, 2025 Q3 2025 |
4,000
shares
|
$293,200
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,986
shares
|
$292,173
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,968
shares
|
$290,854
0.01% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,963
shares
|
$290,487
0.01% of portfolio
|
Q3 2025
Added 28.21%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
3,941
shares
|
$288,875
0.16% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,930
shares
|
$288,069
0.01% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
3,891
shares
|
$285,210
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,888
shares
|
$284,990
0.08% of portfolio
|
Q1 2022
Added 1.91%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
3,875
shares
|
$284,037
0.02% of portfolio
|
Q2 2025
Added 5066.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
3,864
shares
|
$283,231
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,863
shares
|
$283,157
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
3,836
shares
|
$281,178
0.07% of portfolio
|
Q1 2025
Reduced 48.3%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,825
shares
|
$280,372
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,818
shares
|
$279,859
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
3,806
shares
|
$278,979
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,803
shares
|
$278,759
0.01% of portfolio
|
Q2 2024
Reduced 10.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,793
shares
|
$278,026
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
3,774
shares
|
$276,634
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
3,771
shares
|
$276,414
0.01% of portfolio
|
Q3 2025
Reduced 9.59%
|
|