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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
3,223
shares
|
$236,245
0.42% of portfolio
|
Q4 2020
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,216
shares
|
$235,732
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,200
shares
|
$234,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
3,157
shares
|
$231,408
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
3,153
shares
|
$231,114
0.07% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,114
shares
|
$228,256
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,107
shares
|
$227,743
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
3,105
shares
|
$227,596
0.04% of portfolio
|
Q3 2025
Reduced 73.93%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
3,093
shares
|
$226,716
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
3,092
shares
|
$226,643
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
3,089
shares
|
$226,423
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,084
shares
|
$226,057
0.01% of portfolio
|
Q3 2025
Added 43.11%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
3,083
shares
|
$225,983
0.06% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,078
shares
|
$225,617
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
3,075
shares
|
$225,397
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,050
shares
|
$223,565
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,043
shares
|
$223,051
0.05% of portfolio
|
Q2 2023
Added 0.69%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
3,022
shares
|
$221,512
0.05% of portfolio
|
Q3 2025
Added 89.23%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$219,900
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
2,996
shares
|
$219,606
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,989
shares
|
$219,093
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,965
shares
|
$217,334
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
2,950
shares
|
$216,235
0.0% of portfolio
|
Q3 2025
Reduced 95.68%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
2,938
shares
|
$215,355
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,928
shares
|
$214,622
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|