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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
712
shares
|
$52,189
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
708
shares
|
$51,896
0.09% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
695
shares
|
$50,943
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
690
shares
|
$50,577
0.02% of portfolio
|
Q3 2025
Added 19.38%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
647
shares
|
$47,425
0.01% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
641
shares
|
$46,985
0.02% of portfolio
|
Q3 2025
Added 159.51%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
620
shares
|
$45,446
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
618
shares
|
$45,299
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
604
shares
|
$44,273
0.0% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
600
shares
|
$43,980
0.02% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
590
shares
|
$43,247
0.01% of portfolio
|
Q1 2022
Added 125.19%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
577
shares
|
$42,294
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
574
shares
|
$42,074
0.0% of portfolio
|
Q4 2019
Reduced 30.84%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
550
shares
|
$40,315
0.01% of portfolio
|
Q3 2025
Added 157.01%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
532
shares
|
$38,995
0.0% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
530
shares
|
$38,849
0.01% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
528
shares
|
$38,702
0.0% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
502
shares
|
$36,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$36,650
0.0% of portfolio
|
Q4 2024
Reduced 50.4%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
500
shares
|
$36,650
0.01% of portfolio
|
Q4 2023
Reduced 51.46%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
500
shares
|
$36,650
0.01% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
490
shares
|
$35,917
0.02% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
485
shares
|
$35,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
478
shares
|
$35,037
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
477
shares
|
$34,964
0.0% of portfolio
|
Q3 2022
Reduced 45.86%
|
|