Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Eversource Energy as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 890
- +27 vs. Q4 2024
- Shares held
- 304.9M
- +6.90M (+2.3%) vs. Q4 2024
- Total value
- $18.9B
- +$1.83B (+10.7%) vs. Q4 2024
- New holders
- 117
- 354 more added
- Sold out
- 90
- 276 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Winthrop Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,312 | $0 | 0.00% | +1,312 | New |
| SOA Wealth Advisors, LLC. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $124 | 0.00% | −110−98.2% | Reduced |
| Transce3nd, LLC | 2 | $124 | 0.00% | −39−95.1% | Reduced |
| Valued Wealth Advisors LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $186 | 0.00% | −1,243−99.8% | Reduced |
| American Capital Advisory, LLC | 4 | $249 | 0.00% | +4 | New |
| Winnow Wealth LLC | 6 | $336 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $394 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $435 | 0.00% | +1+16.7% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $496 | 0.00% | +8 | New |
| Kestra Investment Management, LLC | 9 | $559 | 0.00% | −496−98.2% | Reduced |
| Strengthening Families & Communities, LLC | 10 | $621 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 11 | $683 | 0.00% | +11 | New |
| Capital A Wealth Management, LLC | 12 | $745 | 0.00% | −7−36.8% | Reduced |
| TFC Financial Management | 12 | $746 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13 | $800 | 0.00% | +13 | New |
| NVWM, LLC | 14 | $870 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 15 | $932 | 0.00% | +15 | New |
| Binnacle Investments Inc | 15 | $932 | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 16 | $994 | 0.00% | +16 | New |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | −927−96.9% | Reduced |
| Main Street Group, LTD | 18 | $1.06K | 0.00% | +18 | New |
| Wolff Wiese Magana LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $1.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $1.49K | 0.00% | +14+140.0% | Added |
| TD Capital Management LLC | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 26 | $1.61K | 0.00% | −107−80.5% | Reduced |
| Global Financial Private Client, LLC | 26 | $1.61K | 0.00% | +19+271.4% | Added |
| Newbridge Financial Services Group, Inc. | 27 | $1.66K | 0.00% | −62−69.7% | Reduced |
| TCTC Holdings, LLC | 27 | $1.68K | 0.00% | −179−86.9% | Reduced |
| Clark Wealth Partners | 27 | $1.68K | 0.00% | −1−3.6% | Reduced |
| Carolinas Wealth Consulting LLC | 28 | $1.74K | 0.00% | −18−39.1% | Reduced |
| Financial Management Professionals, Inc. | 30 | $1.86K | 0.00% | +22+275.0% | Added |
| DiNuzzo Private Wealth, Inc. | 35 | $2.17K | 0.00% | +11+45.8% | Added |
| Ancora Advisors, LLC | 37 | $2.30K | 0.00% | +6+19.4% | Added |
| Cornerstone Planning Group LLC | 42 | $2.43K | 0.00% | +21+100.0% | Added |
| Pacifica Partners Inc. | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $2.48K | 0.00% | +30+300.0% | Added |
| Winch Advisory Services, LLC | 43 | $2.67K | 0.00% | +1+2.4% | Added |
| Activest Wealth Management | 43 | $2.67K | 0.00% | +43 | New |
| Provenance Wealth Advisors, LLC | 45 | $2.79K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 46 | $2.86K | 0.00% | −10−17.9% | Reduced |
| Sunbelt Securities, Inc. | 46 | $2.88K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 55 | $3.41K | 0.00% | +1+1.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 62 | $3.85K | 0.01% | +62 | New |
| SBI Securities Co., Ltd. | 64 | $3.98K | 0.00% | −1−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 65 | $4.04K | 0.00% | −1,539−95.9% | Reduced |
| WPG Advisers, LLC | 67 | $4.16K | 0.00% | −53−44.2% | Reduced |
| Parvin Asset Management, LLC | 67 | $4.16K | 0.00% | +67 | New |
| Synergy Investment Management, LLC | 68 | $4.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $4.41K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 72 | $4.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 73 | $4.54K | 0.00% | −24−24.7% | Reduced |
| Tompkins Financial Corp | 75 | $4.66K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $5.16K | 0.00% | −8−8.8% | Reduced |
| Bernard Wealth Management Corp. | 85 | $5.28K | 0.00% | +85 | New |
| Dunhill Financial, LLC | 89 | $5.50K | 0.00% | −6−6.3% | Reduced |
| Grove Bank & Trust | 94 | $5.84K | 0.00% | −1−1.1% | Reduced |
| True Wealth Design, LLC | 95 | $5.89K | 0.00% | +71+295.8% | Added |
| Wood Tarver Financial Group, LLC | 96 | $5.96K | 0.00% | −1−1.0% | Reduced |
| WealthCollab, LLC | 100 | $6.21K | 0.00% | −50−33.3% | Reduced |
| Lavaca Capital LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 109 | $6.77K | 0.00% | +29+36.3% | Added |
| Colonial Trust Co | 111 | $6.91K | 0.00% | −63−36.2% | Reduced |
| GHP Investment Advisors, Inc. | 112 | $6.96K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 113 | $7.02K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 115 | $7.14K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 117 | $7.27K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $7.33K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 119 | $7.39K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 120 | $7.45K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $7.76K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 131 | $8.14K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 140 | $8.70K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 142 | $8.82K | 0.00% | +142 | Added |
| Saudi Central Bank | 144 | $8.94K | 0.05% | +144 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 149 | $9.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 149 | $9.26K | 0.00% | +64+75.3% | Added |
| Midwest Capital Advisors, LLC | 155 | $9.63K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 155 | $9.63K | 0.00% | +151+3,775.0% | Added |
| Hemington Wealth Management | 176 | $10.0K | 0.00% | +108+158.8% | Added |
| Pinnacle Bancorp, Inc. | 172 | $10.7K | 0.00% | +172 | New |
| Red Tortoise LLC | 181 | $11.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 187 | $11.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 189 | $11.7K | 0.00% | −421−69.0% | Reduced |
| Bank of Jackson Hole Trust | 187 | $11.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $11.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 194 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $12.4K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 203 | $12.6K | 0.00% | +203 | New |
| Financial Perspectives, Inc | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 213 | $13.2K | 0.00% | −647−75.2% | Reduced |
| MPWM Advisory Solutions, LLC | 218 | $13.5K | 0.01% | 00.0% | Unchanged |