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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
194
shares
|
$14,220
0.0% of portfolio
|
Q3 2024
Reduced 45.96%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
188
shares
|
$13,780
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
187
shares
|
$13,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
187
shares
|
$13,707
0.0% of portfolio
|
Q4 2023
Reduced 34.84%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
187
shares
|
$13,707
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
187
shares
|
$13,707
0.0% of portfolio
|
Q3 2025
Added 55.83%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
185
shares
|
$13,560
0.0% of portfolio
|
Q3 2025
Added 85.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
184
shares
|
$13,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
183
shares
|
$13,413
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
181
shares
|
$13,267
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
173
shares
|
$12,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
172
shares
|
$12,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
170
shares
|
$12,461
0.0% of portfolio
|
Q2 2025
Reduced 28.87%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
164
shares
|
$12,021
0.01% of portfolio
|
Q2 2025
Reduced 50.9%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
155
shares
|
$11,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
152
shares
|
$11,141
0.0% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
139
shares
|
$10,188
0.0% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
131
shares
|
$9,602
0.0% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
128
shares
|
$9,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
126
shares
|
$9,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
126
shares
|
$9,235
0.0% of portfolio
|
Q3 2023
Added 53.66%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
125
shares
|
$9,162
0.0% of portfolio
|
Q1 2023
Reduced 37.5%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
118
shares
|
$8,649
0.0% of portfolio
|
Q3 2022
Reduced 59.03%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
117
shares
|
$8,576
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
115
shares
|
$8,429
0.0% of portfolio
|
Q3 2024
Reduced 2.54%
|
|