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 |
|---|---|---|---|---|---|
| Crews Bank & Trust | 1,482 | $92.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,494 | $92.8K | 0.01% | −206−12.1% | Reduced |
| Vision Financial Markets LLC | 1,506 | $93.5K | 0.10% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,528 | $94.9K | 0.00% | −327−17.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,555 | $96.6K | 0.01% | −1,539−49.7% | Reduced |
| Opal Wealth Advisors, LLC | 1,663 | $103.3K | 0.03% | +1,663 | New |
| Smithfield Trust Co | 1,673 | $104.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,681 | $104.4K | 0.00% | −34−2.0% | Reduced |
| Hexagon Capital Partners LLC | 1,701 | $105.6K | 0.02% | +157+10.2% | Added |
| IFP Advisors, Inc | 1,709 | $106.1K | 0.00% | −2,328−57.7% | Reduced |
| Massmutual Trust Co FSB | 1,770 | $109.9K | 0.00% | +429+32.0% | Added |
| Center for Financial Planning, Inc. | 1,803 | $112.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,811 | $112.5K | 0.00% | +314+21.0% | Added |
| Ci Investments Inc. | 1,835 | $114.0K | 0.00% | −79−4.1% | Reduced |
| Hughes Financial Services, LLC | 1,862 | $115.6K | 0.02% | +1,862 | New |
| Parkside Financial Bank & Trust | 1,904 | $118.3K | 0.02% | −87−4.4% | Reduced |
| AdvisorNet Financial, Inc | 1,915 | $119.0K | 0.01% | −1−0.1% | Reduced |
| Principal Securities, Inc. | 2,093 | $120.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,007 | $122.7K | 0.01% | −130−6.1% | Reduced |
| Centaurus Financial, Inc. | 2,043 | $127.0K | 0.01% | −3−0.1% | Reduced |
| Quarry LP | 2,050 | $127.3K | 0.03% | +1,217+146.1% | Added |
| Richardson Financial Services Inc. | 2,072 | $128.7K | 0.10% | −33−1.6% | Reduced |
| South State Corp. | 2,153 | $133.7K | 0.01% | +536+33.1% | Added |
| Montag A & Associates Inc | 2,200 | $136.6K | 0.01% | −50−2.2% | Reduced |
| Y.D. More Investments Ltd | 2,362 | $146.7K | 0.01% | +286+13.8% | Added |
| ORG Wealth Partners, LLC | 2,378 | $147.6K | 0.05% | +950+66.5% | Added |
| Medallion Wealth Advisors, LLC | 2,381 | $147.9K | 0.07% | +184+8.4% | Added |
| NBC Securities, Inc. | 2,400 | $149.0K | 0.01% | +2,398+119,900.0% | Added |
| Washington Trust Co | 2,410 | $149.7K | 0.01% | +1,985+467.1% | Added |
| Boston Private Wealth LLC | 2,464 | $153.0K | 0.01% | +2,464 | New |
| Trust Co of Vermont | 2,504 | $155.5K | 0.01% | −1,393−35.7% | Reduced |
| Private Wealth Asset Management, LLC | 2,516 | $156.3K | 0.02% | +2,516 | New |
| Covestor Ltd | 2,570 | $160.0K | 0.11% | +2,306+873.5% | Added |
| NBT Bank N A | 2,600 | $161.5K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $161.5K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,615 | $162.0K | 0.01% | +2,615 | New |
| Private Trust Co NA | 2,614 | $162.4K | 0.02% | −523−16.7% | Reduced |
| Albion Financial Group | 2,644 | $164.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,666 | $165.6K | 0.05% | +350+15.1% | Added |
| Continuum Advisory, LLC | 2,725 | $169.3K | 0.02% | −10−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,842 | $176.5K | 0.00% | +166+6.2% | Added |
| MAI Capital Management | 2,896 | $179.8K | 0.00% | +263+10.0% | Added |
| Sandy Spring Bank | 3,107 | $193.0K | 0.01% | +16+0.5% | Added |
| Graham Capital Management, L.P. | 3,227 | $200.4K | 0.01% | +3,227 | New |
| Summitry LLC | 3,244 | $201.5K | 0.01% | +3,244 | New |
| MQS Management LLC | 3,252 | $202.0K | 0.12% | +3,252 | New |
| Chicago Partners Investment Group LLC | 3,245 | $202.0K | 0.01% | +3,245 | New |
| Versor Investments LP | 3,255 | $202.2K | 0.03% | −9,045−73.5% | Reduced |
| Citizens Financial Group Inc | 3,276 | $203.5K | 0.00% | +3,276 | New |
| Mather Group, LLC. | 3,291 | $204.4K | 0.00% | +459+16.2% | Added |
| McKinley Carter Wealth Services, Inc. | 3,314 | $205.8K | 0.01% | +3,314 | New |
| Cidel Asset Management Inc | 3,327 | $206.6K | 0.01% | +3,327 | New |
| Financial Engines Advisors L.L.C. | 3,332 | $207.0K | 0.00% | +3,332 | New |
| Miracle Mile Advisors, LLC | 3,352 | $208.2K | 0.00% | +3,352 | New |
| Pine Haven Investment Counsel, Inc | 3,451 | $214.3K | 0.18% | +3,451 | New |
| Sterling Financial Planning, Inc. | 3,452 | $214.4K | 0.08% | +3,452 | New |
| RFG Advisory, LLC | 3,456 | $214.6K | 0.01% | +3,456 | New |
| Resonant Capital Advisors, LLC | 3,467 | $215.3K | 0.02% | +3,467 | New |
| Axxcess Wealth Management, LLC | 3,496 | $217.1K | 0.01% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 3,799 | $218.2K | 0.07% | −476−11.1% | Reduced |
| FC Advisory LLC | 3,520 | $218.6K | 0.07% | +3,520 | New |
| Cadence Wealth Management LLC | 3,521 | $218.7K | 0.16% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,542 | $220.0K | 0.01% | −41−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,570 | $221.7K | 0.01% | −10,306−74.3% | Reduced |
| LGT Group Foundation | 3,585 | $222.7K | 0.00% | 00.0% | Unchanged |
| Berkshire Bank | 3,610 | $224.2K | 0.05% | −390−9.8% | Reduced |
| Walleye Capital LLC | 3,627 | $225.3K | 0.00% | +1,254+52.8% | Added |
| Whittier Trust Co | 3,646 | $226.4K | 0.00% | −4,086−52.8% | Reduced |
| PDS Planning, Inc | 3,667 | $227.8K | 0.02% | +3,667 | New |
| Davenport & Co LLC | 3,693 | $229.3K | 0.00% | −131−3.4% | Reduced |
| Apella Capital, LLC | 4,079 | $229.7K | 0.01% | +389+10.5% | Added |
| Thomasville National Bank | 3,711 | $230.5K | 0.02% | +25+0.7% | Added |
| Cigna Investments Inc | 3,724 | $231.0K | 0.04% | +66+1.8% | Added |
| Catalyst Financial Partners LLC | 3,774 | $234.4K | 0.04% | +43+1.2% | Added |
| Prospera Financial Services Inc | 3,812 | $236.9K | 0.01% | −56−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,815 | $237.0K | 0.01% | +1,434+60.2% | Added |
| Simon Quick Advisors, LLC | 3,828 | $237.8K | 0.01% | +3,828 | New |
| Mindset Wealth Management, LLC | 3,836 | $238.2K | 0.09% | −3,584−48.3% | Reduced |
| SageView Advisory Group, LLC | 3,842 | $238.6K | 0.01% | −170−4.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,846 | $238.9K | 0.07% | +5+0.1% | Added |
| National Asset Management, Inc. | 3,848 | $239.0K | 0.01% | −1,084−22.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,854 | $239.4K | 0.18% | +3,854 | New |
| Hudson Bay Capital Management LP | 3,857 | $239.6K | 0.00% | −25,020−86.6% | Reduced |
| Cozad Asset Management Inc | 3,864 | $240.0K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,891 | $241.7K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 3,918 | $243.3K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,929 | $244.0K | 0.03% | +132+3.5% | Added |
| Melfa Wealth Management, LLC | 3,941 | $244.8K | 0.17% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,942 | $244.9K | 0.00% | +71+1.8% | Added |
| Revisor Wealth Management LLC | 3,967 | $246.4K | 0.11% | +3,967 | New |
| Viking Fund Management LLC | 4,000 | $248.4K | 0.04% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 4,021 | $249.7K | 0.03% | −500−11.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,033 | $250.5K | 0.27% | +4,033 | New |
| Sherbrooke Park Advisers LLC | 4,046 | $251.3K | 0.12% | −5,134−55.9% | Reduced |
| Graypoint LLC | 4,056 | $251.9K | 0.02% | +114+2.9% | Added |
| Fiduciary Financial Group, LLC | 4,525 | $252.0K | 0.05% | +4,525 | New |
| Sterling Investment Counsel, LLC | 4,100 | $254.7K | 0.09% | +190+4.9% | Added |
| Hamilton Capital, LLC | 4,102 | $254.8K | 0.02% | +358+9.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,171 | $259.1K | 0.01% | −1,100−20.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,190 | $260.2K | 0.13% | +223+5.6% | Added |