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 |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,042
shares
|
$76,378
0.04% of portfolio
|
Q2 2025
Added 25.69%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,024
shares
|
$75,059
0.01% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 06, 2026 Q4 2025 |
1,000
shares
|
$73,300
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
992
shares
|
$72,713
0.1% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
991
shares
|
$72,640
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
958
shares
|
$70,221
0.0% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
943
shares
|
$69,121
0.04% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
935
shares
|
$68,535
0.01% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
935
shares
|
$68,535
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
935
shares
|
$68,535
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
907
shares
|
$66,483
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
900
shares
|
$65,970
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
900
shares
|
$65,970
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
895
shares
|
$65,603
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
885
shares
|
$64,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
874
shares
|
$64,064
0.02% of portfolio
|
Q4 2019
Added 0.58%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
865
shares
|
$63,404
0.0% of portfolio
|
Q3 2025
Reduced 41.87%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
850
shares
|
$62,305
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
846
shares
|
$62,011
0.0% of portfolio
|
Q3 2025
Added 54.95%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
816
shares
|
$59,812
0.0% of portfolio
|
Q3 2025
Added 314.21%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
800
shares
|
$58,640
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
787
shares
|
$57,687
0.02% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
785
shares
|
$57,540
0.02% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
734
shares
|
$53,802
0.01% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
719
shares
|
$52,702
0.03% of portfolio
|
Q4 2023
Reduced 43.07%
|
|