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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
287
shares
|
$21,037
0.0% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
287
shares
|
$21,037
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
286
shares
|
$20,963
0.0% of portfolio
|
Q3 2025
Added 95.89%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
262
shares
|
$19,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
262
shares
|
$19,204
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
262
shares
|
$19,204
0.0% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
262
shares
|
$19,204
0.0% of portfolio
|
Q3 2022
Reduced 43.29%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
262
shares
|
$19,204
0.0% of portfolio
|
Q3 2022
Reduced 43.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
261
shares
|
$19,131
0.01% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
253
shares
|
$18,544
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
250
shares
|
$18,325
0.0% of portfolio
|
Q3 2025
Reduced 70.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
250
shares
|
$18,325
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
248
shares
|
$18,178
0.01% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
248
shares
|
$18,178
0.01% of portfolio
|
Q1 2024
Added 4.2%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
243
shares
|
$17,811
0.0% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
232
shares
|
$17,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
229
shares
|
$16,785
0.0% of portfolio
|
Q3 2025
Added 397.83%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
225
shares
|
$16,492
0.0% of portfolio
|
Q1 2022
Reduced 0.88%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
214
shares
|
$15,686
0.0% of portfolio
|
Q2 2025
Added 1845.45%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
210
shares
|
$15,393
0.0% of portfolio
|
Q2 2021
Reduced 98.85%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
200
shares
|
$14,660
0.0% of portfolio
|
Q4 2022
Reduced 67.05%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
200
shares
|
$14,660
0.01% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$14,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
199
shares
|
$14,586
0.0% of portfolio
|
Q4 2022
Added 53.08%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
194
shares
|
$14,220
0.0% of portfolio
|
Q3 2024
Reduced 45.96%
|
|