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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
112
shares
|
$8,209
0.0% of portfolio
|
Q2 2025
Added 19.15%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
110
shares
|
$8,063
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
110
shares
|
$8,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
108
shares
|
$7,916
0.0% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
107
shares
|
$7,843
0.0% of portfolio
|
Q3 2025
Reduced 32.28%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
103
shares
|
$7,549
0.0% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
100
shares
|
$7,330
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
100
shares
|
$7,330
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
96
shares
|
$7,036
0.0% of portfolio
|
Q3 2025
Added 52.38%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
83
shares
|
$6,083
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
83
shares
|
$6,083
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
82
shares
|
$6,010
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
79
shares
|
$5,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
76
shares
|
$5,570
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
76
shares
|
$5,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
74
shares
|
$5,424
0.0% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
73
shares
|
$5,350
0.0% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
72
shares
|
$5,277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
70
shares
|
$5,131
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
68
shares
|
$4,984
0.0% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
65
shares
|
$4,764
0.0% of portfolio
|
Q3 2025
Reduced 71.62%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
65
shares
|
$4,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
64
shares
|
$4,691
0.0% of portfolio
|
Q3 2025
Added 966.67%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
62
shares
|
$4,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
59
shares
|
$4,324
0.01% of portfolio
|
Q3 2025
Reduced 93.83%
|
|