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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 220 | $13.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 224 | $13.9K | 0.00% | +6+2.8% | Added |
| BankPlus Trust Department | 232 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 234 | $14.5K | 0.01% | +145+162.9% | Added |
| Rise Advisors, LLC | 236 | $14.6K | 0.01% | −149−38.7% | Reduced |
| Chilton Capital Management LLC | 239 | $14.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 241 | $15.0K | 0.00% | −10−4.0% | Reduced |
| Creative Financial Designs Inc | 246 | $15.3K | 0.00% | +8+3.4% | Added |
| Anchor Investment Management, LLC | 246 | $15.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 250 | $15.6K | 0.00% | +2+0.8% | Added |
| First Command Advisory Services, Inc. | 262 | $16.3K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 266 | $16.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 280 | $17.4K | 0.01% | +19+7.3% | Added |
| Garde Capital, Inc. | 283 | $17.6K | 0.00% | +283 | New |
| Gleason Group, Inc. | 287 | $17.9K | 0.00% | +3+1.1% | Added |
| Raleigh Capital Management Inc. | 289 | $18.0K | 0.01% | −387−57.2% | Reduced |
| Colonial Trust Advisors | 293 | $18.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $18.6K | 0.00% | −48−13.8% | Reduced |
| Delta Asset Management LLC | 300 | $18.6K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 305 | $18.9K | 0.02% | −95−23.8% | Reduced |
| Private Wealth Management Group, LLC | 305 | $18.9K | 0.01% | −1−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $19.9K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 323 | $20.1K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $20.7K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 357 | $22.0K | 0.01% | +357 | New |
| HFM Investment Advisors, LLC | 370 | $23.0K | 0.01% | +370 | New |
| Quest Partners LLC | 396 | $24.6K | 0.00% | −8,992−95.8% | Reduced |
| Piscataqua Savings Bank | 450 | $27.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 462 | $28.7K | 0.00% | +8+1.8% | Added |
| Oakworth Capital, Inc. | 467 | $29.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $29.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 482 | $29.9K | 0.00% | −28−5.5% | Reduced |
| Independence Bank of Kentucky | 485 | $30.1K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 504 | $31.0K | 0.00% | −1,524−75.1% | Reduced |
| Webster Bank, N. A. | 500 | $31.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $31.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 523 | $32.0K | 0.00% | +523 | New |
| Salem Investment Counselors Inc | 545 | $33.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 595 | $34.4K | 0.01% | +595 | New |
| MV Capital Management, Inc. | 566 | $35.2K | 0.00% | +6+1.1% | Added |
| Caldwell Trust Co | 574 | $35.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $35.8K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 580 | $36.0K | 0.03% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 600 | $37.3K | 0.03% | +600 | New |
| Bangor Savings Bank | 604 | $37.5K | 0.00% | −249−29.2% | Reduced |
| First Financial Corp | 617 | $38.3K | 0.02% | +600+3,529.4% | Added |
| Broadwater Capital Management LLC | 620 | $38.5K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 647 | $40.0K | 0.00% | −346−34.8% | Reduced |
| Umb Bank N A | 647 | $40.2K | 0.00% | −63−8.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $40.3K | 0.00% | −30−4.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 672 | $41.7K | 0.00% | −24−3.4% | Reduced |
| Clearstead Advisors, LLC | 695 | $43.2K | 0.00% | +115+19.8% | Added |
| HM Payson & Co | 700 | $43.5K | 0.00% | −872−55.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $44.0K | 0.09% | −58−7.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 787 | $45.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 729 | $45.3K | 0.00% | +11+1.5% | Added |
| Perkins Coie Trust Co | 734 | $45.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 748 | $46.5K | 0.00% | +748 | New |
| Larson Financial Group LLC | 776 | $48.2K | 0.00% | +136+21.3% | Added |
| Skopos Labs, Inc. | 785 | $48.7K | 0.01% | +58+8.0% | Added |
| Deseret Mutual Benefit Administrators | 785 | $48.8K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $49.7K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $49.7K | 0.00% | +113+16.4% | Added |
| Cromwell Holdings LLC | 829 | $51.5K | 0.03% | +254+44.2% | Added |
| Farmers & Merchants Investments Inc | 850 | $52.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $52.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 855 | $53.1K | 0.01% | +673+369.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $54.3K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 885 | $55.0K | 0.01% | +885 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 924 | $57.4K | 0.01% | +148+19.1% | Added |
| Manchester Capital Management LLC | 955 | $59.3K | 0.01% | −132−12.1% | Reduced |
| Bullock Wealth Management Group | 956 | $59.4K | 0.03% | −149−13.5% | Reduced |
| GoalVest Advisory LLC | 984 | $61.1K | 0.02% | +3+0.3% | Added |
| Tortoise Investment Management, LLC | 990 | $61.5K | 0.01% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 992 | $62.0K | 0.09% | −177−15.1% | Reduced |
| Granite FO LLC | 1,000 | $62.1K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,026 | $63.7K | 0.00% | +329+47.2% | Added |
| First Community Trust NA | 1,080 | $67.1K | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,091 | $68.0K | 0.00% | −3,234−74.8% | Reduced |
| FSA Wealth Management LLC | 1,105 | $68.6K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,125 | $69.9K | 0.00% | +1,125 | New |
| Washington Trust Advisors, Inc. | 1,129 | $70.1K | 0.01% | −42−3.6% | Reduced |
| Brown Brothers Harriman & Co | 1,131 | $70.2K | 0.00% | +46+4.2% | Added |
| Rothschild Investment LLC | 1,139 | $70.7K | 0.00% | +41+3.7% | Added |
| Quent Capital, LLC | 1,187 | $73.7K | 0.01% | −698−37.0% | Reduced |
| TSFG, LLC | 1,195 | $74.0K | 0.02% | −135−10.2% | Reduced |
| Nemes Rush Group LLC | 1,200 | $74.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,204 | $74.8K | 0.01% | −1,142−48.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,222 | $75.9K | 0.03% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,217 | $76.0K | 0.01% | +23+1.9% | Added |
| Holos Integrated Wealth LLC | 1,249 | $77.6K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,253 | $77.8K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $81.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,373 | $85.3K | 0.00% | −26−1.9% | Reduced |
| Flagship Wealth Advisors, LLC | 1,441 | $89.5K | 0.04% | +448+45.1% | Added |
| Flaharty Asset Management, LLC | 1,475 | $91.6K | 0.01% | +1,475 | New |
| PSI Advisors, LLC | 1,481 | $92.0K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,497 | $92.0K | 0.00% | +801+115.1% | Added |