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 |
|---|---|---|---|---|---|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,920
shares
|
$214,036
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,898
shares
|
$212,423
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
2,889
shares
|
$211,763
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,885
shares
|
$211,470
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,880
shares
|
$211,104
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
2,866
shares
|
$210,077
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,856
shares
|
$209,344
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,848
shares
|
$208,758
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
2,847
shares
|
$208,685
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
2,819
shares
|
$206,632
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,787
shares
|
$204,287
0.0% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,763
shares
|
$202,527
0.04% of portfolio
|
Q3 2025
Reduced 56.5%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,726
shares
|
$199,815
0.01% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,666
shares
|
$195,417
0.05% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
2,644
shares
|
$193,805
0.01% of portfolio
|
Q2 2022
Reduced 17.22%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
2,600
shares
|
$190,580
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
2,600
shares
|
$190,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,546
shares
|
$186,621
0.16% of portfolio
|
Q2 2022
Reduced 19.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,502
shares
|
$183,396
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,458
shares
|
$180,171
0.02% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,451
shares
|
$179,658
0.02% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,443
shares
|
$179,071
0.0% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,426
shares
|
$177,825
0.0% of portfolio
|
Q3 2025
Added 60.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,393
shares
|
$175,406
0.0% of portfolio
|
Q3 2025
Added 47.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,362
shares
|
$173,134
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|