ES — Eversource Energy Institutional Holders · Q3 2026

Name: Who Owns ES? 45 Institutions Hold $47.6M (Q3 2026)
Creator: ko.io

Who owns Eversource Energy (ES)? 45 institutions reported holding $47.63M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($17.1M), Mn Services Vermogensbeheer B.V. ($7.0M), Ausbil Investment Management Ltd ($6.1M).

Rank	Institution	Value	Shares	Change
1	Sound Income Strategies, LLC	$17.1M	259,791	Added
2	Mn Services Vermogensbeheer B.V.	$7.0M	109,536	Hold
3	Ausbil Investment Management Ltd	$6.1M	94,876	Hold
4	NEVILLE RODIE & SHAW INC	$2.1M	32,529	Trimmed
5	Castle Rock Wealth Management, LLC	$2.0M	30,858	New
6	Stonebridge Financial Group, LLC	$1.9M	29,680	Added
7	BOS Asset Management, LLC	$1.2M	18,586	Added
8	EASTERN BANK	$1.0M	15,945	Hold
9	GAMMA Investing LLC	$895,507	13,957	Added
10	Farther Finance Advisors, LLC	$883,886	13,776	Trimmed
11	ROCKLAND TRUST CO	$816,949	12,733	Added
12	Central Pacific Bank - Trust Division	$586,551	9,142	Hold
13	DIVERSIFIED MANAGEMENT INC	$570,575	8,893	New
14	ARMSTRONG ADVISORY GROUP, INC	$568,877	8,867	Trimmed
15	VISTA INVESTMENT PARTNERS LLC	$541,446	8,439	Trimmed
16	Bank & Trust Co	$478,569	7,459	Hold
17	Avidian Wealth Enterprises, LLC	$440,507	6,866	Added
18	Apella Capital, LLC	$439,760	6,741	Added
19	RIVERSEDGE ADVISORS, LLC	$323,687	5,045	Trimmed
20	Versant Capital Management, Inc	$307,647	4,795	Trimmed
21	Wedmont Private Capital	$300,774	4,579	Added
22	CX Institutional	$263,000	4,092	Added
23	Hamilton Capital, LLC	$260,810	4,065	Added
24	TOMPKINS FINANCIAL CORP	$248,620	3,875	Hold
25	Monument Capital Management	$214,487	3,343	Added

Source: SEC Form 13F filings · as of 2026-09-30