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Who Owns Eversource Energy

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Eversource Energy.

Who crossed 5% of ES →
Managers holding
38
as of 2026-09-30
Reported value
$45M
summed across filings
Shares held
694.9K
Added vs trimmed
14 / 10
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Sound Income Strategies, LLCCOM259.8K shadded$17.1M
Mn Services Vermogensbeheer B.V.COM109.5K shheld$7M
Ausbil Investment Management LtdCOM94.9K shheld$6.1M
NEVILLE RODIE & SHAW INCCOM32.5K shtrimmed$2.1M
Castle Rock Wealth Management, LLCCOM30.9K sh—$2M
BOS Asset Management, LLCCOM18.6K shadded$1.2M
EASTERN BANKCOM15.9K shheld$1M
GAMMA Investing LLCCommon Stock14K shadded$895.5K
Farther Finance Advisors, LLCStock13.8K shtrimmed$883.9K
ROCKLAND TRUST COCOM12.7K shadded$816.9K
Central Pacific Bank - Trust DivisionCOM9.1K shheld$586.6K
DIVERSIFIED MANAGEMENT INCCOM8.9K shtrimmed$570.6K
ARMSTRONG ADVISORY GROUP, INCCOM8.9K shtrimmed$568.9K
VISTA INVESTMENT PARTNERS LLCCOM8.4K shtrimmed$541.4K
Bank & Trust CoCOM7.5K shheld$478.6K
Avidian Wealth Enterprises, LLCCOM6.9K shadded$440.5K
Apella Capital, LLCCOM6.7K shadded$439.8K
RIVERSEDGE ADVISORS, LLCCOM5K shtrimmed$323.7K
Wedmont Private CapitalCOM4.6K shadded$300.8K
Hamilton Capital, LLCCOM4.1K shadded$260.8K
TOMPKINS FINANCIAL CORPCOM3.9K shheld$248.6K
Monument Capital ManagementCOM3.3K shadded$214.5K
FC Advisory LLCCOM3.2K shheld$202.3K
LifeGoal Investments, LLCCOM3.1K shtrimmed$200.9K
CoreCap Advisors, LLCStock2.4K shtrimmed$152.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.5K shtrimmed$97.1K
FIRST COMMUNITY TRUST NACOM1.1K shheld$69.3K
Bullock Wealth Management GroupStock1K shadded$65.3K
ELEVATION WEALTH PARTNERS, LLCCOM767 shadded$49.2K
Grove Bank & TrustCOM754 shheld$48.4K
Bangor Savings BankCOM604 shheld$38.8K
GK Wealth Management LLCCOM174 sh—$11.1K
TOTH FINANCIAL ADVISORY CORPCOM148 shadded$9.5K
Investors Research CorpCOM112 shtrimmed$7.2K
Wealth Enhancement Trust Services, Inc.COM87 sh—$5.6K
AMERICAN NATIONAL BANK & TRUSTCOM57 sh—$3.7K
Retirement Wealth Solutions LLCCOM27 shadded$1.7K
Davis Capital ManagementStock14 shadded$898

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on ES

Company overviewEverything on ES in one place, with the price.SEC filingsWhat ES's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat ES's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold ES, and how big a bet.LobbyingWhat ES spends lobbying Congress, and on what.Federal contractsWhat federal agencies pay ES.PatentsWhat ES is filing at the patent office.

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