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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,490
shares
|
$255,817
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,468
shares
|
$254,204
0.01% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
3,452
shares
|
$253,031
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
3,451
shares
|
$252,958
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
3,440
shares
|
$252,152
0.02% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
3,433
shares
|
$251,638
0.0% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,418
shares
|
$250,539
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,413
shares
|
$250,172
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$249,953
0.01% of portfolio
|
Q2 2020
Added 10.01%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,409
shares
|
$249,879
0.06% of portfolio
|
Q3 2025
Reduced 31.92%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,380
shares
|
$247,754
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
3,348
shares
|
$245,408
0.01% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
3,343
shares
|
$245,041
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
3,333
shares
|
$244,308
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,328
shares
|
$243,942
0.0% of portfolio
|
Q3 2025
Reduced 24.38%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
3,327
shares
|
$243,869
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,325
shares
|
$243,722
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,320
shares
|
$243,356
0.0% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,291
shares
|
$241,230
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,273
shares
|
$239,910
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,271
shares
|
$239,764
0.03% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,237
shares
|
$237,272
0.01% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
3,232
shares
|
$236,905
0.01% of portfolio
|
Q3 2025
Reduced 28.83%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
3,228
shares
|
$236,612
0.06% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
3,223
shares
|
$236,245
0.42% of portfolio
|
Q4 2020
New holding
|
|