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 |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
55
shares
|
$4,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
54
shares
|
$3,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
53
shares
|
$3,884
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
52
shares
|
$3,811
0.0% of portfolio
|
Q3 2025
Reduced 43.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
49
shares
|
$3,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
46
shares
|
$3,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
46
shares
|
$3,371
0.0% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
45
shares
|
$3,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
44
shares
|
$3,225
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
42
shares
|
$3,078
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
41
shares
|
$3,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
41
shares
|
$3,005
0.0% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36
shares
|
$2,638
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
34
shares
|
$2,492
0.0% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
34
shares
|
$2,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
33
shares
|
$2,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
31
shares
|
$2,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
31
shares
|
$2,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
30
shares
|
$2,199
0.0% of portfolio
|
Q1 2025
Reduced 96.87%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
27
shares
|
$1,979
0.0% of portfolio
|
Q1 2025
Reduced 86.89%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
26
shares
|
$1,905
0.0% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
25
shares
|
$1,832
0.0% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
25
shares
|
$1,832
0.0% of portfolio
|
Q1 2024
Reduced 35.9%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
24
shares
|
$1,759
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|