ES · Company research
Eversource Energy (ES): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3875 | 248620000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 850 | 54536 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 850 | 54536 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265 | 19152 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4524 | 327003 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Arbejdsmarkedets Tillaegspension | 2105395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 401800 | 29038086 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83105 | 6005999 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RIVERSEDGE ADVISORS, LLC | 1787663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6081 | 439474 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 2385 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 10 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1268647 | 91685294 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211825 | 15309 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OXFORD ASSET MANAGEMENT LLP | 1438284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3576 | 258438 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6097 | 440630 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BURNEY CO/ | 940445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63108 | 4560809 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 50589 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5641 | 407679 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5679 | 410421 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17668 | 1276852 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8679 | 627231 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11777 | 851124 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| United Asset Strategies, Inc. | 1539948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13606 | 983312 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41537 | 3001879 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL GROUP, LLC | 1925420 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6068 | 438534 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1695344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4762 | 344150 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 3252 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FAMILY WEALTH PARTNERS, LLC | 2016217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3005 | 217171 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4231 | 316572 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 485 | 35051 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3670 | 265209 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8870 | 641008 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sterling Financial Planning, Inc. | 1844278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3452 | 249476 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2914 | 210595 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| KCM INVESTMENT ADVISORS LLC | 1109228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7713 | 557419 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Watershed Asset Management, L.L.C. | 1315926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4907 | 354629 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Torren Management, LLC | 2096203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 124 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8482 | 612994 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 403 | 29149 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1694870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9929 | 717556 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 181 | 13081 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Illinois Municipal Retirement Fund | 1541910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69048 | 4990099 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211607 | 15292838 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CITY HOLDING CO | 726854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 885 | 63958 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Anchor Bay Capital, Inc. | 2083500 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8421 | 599323 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5753566 | 415810187 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375381 | 27128785 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MONEY CONCEPTS CAPITAL CORP | 716851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3408 | 246296 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4005 | 289441 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 258735 | 16355094 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6247 | 451 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BENJAMIN EDWARDS INC | 1451623 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17430 | 1259651 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| WINCAP FINANCIAL LLC | 2064588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13092 | 946159 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2112178 | 152647104 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1748861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4518 | 326489 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14691 | 1061719 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 319933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31 | 2240 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 349793 | 25279540 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| S-Bank Fund Management Ltd | 2036461 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2830 | 204525 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ProVise Management Group, LLC | 1305707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38633 | 2792007 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| American State Bank (Iowa) | 2122473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5436 | 392860 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4065 | 293778 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 842180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16735 | 1212990 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Riverview Capital Advisers, LLC | 1962933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64421 | 4655718 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2485 | 179591 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 214 | 15466 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 413 | 29848 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ROCKLAND TRUST CO | 84616 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5331 | 385271 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3906 | 282287 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1579 | 114114 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18471 | 1334899 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87 | 6287 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Provenance Wealth Advisors, LLC | 2081584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 2746 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 310980 | 22474525 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11347 | 820048 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 754 | 54492 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38750 | 2800463 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296 | 21392 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Welch Group, LLC | 1443095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6023 | 435283 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61180 | 4421478 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Turning Point Benefit Group, Inc. | 2008513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6178 | 446443 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.