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 |
|---|---|---|---|---|---|
| Beirne Wealth Consulting Services, LLC | 4,197 | $260.7K | 0.09% | −45−1.1% | Reduced |
| HighPoint Advisor Group LLC | 4,407 | $261.9K | 0.02% | +45+1.0% | Added |
| Optimize Financial Inc | 4,245 | $263.7K | 0.10% | +4,245 | New |
| Clifford Swan Investment Counsel LLC | 4,250 | $264.0K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,252 | $264.1K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,257 | $264.4K | 0.01% | −109−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 4,283 | $266.0K | 0.02% | +543+14.5% | Added |
| Impact Capital Partners LLC | 4,321 | $268.4K | 0.10% | −18−0.4% | Reduced |
| Stablepoint Partners, LLC | 4,324 | $268.6K | 0.05% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,357 | $270.6K | 0.01% | +10.0% | Added |
| Fifth Third Wealth Advisors LLC | 4,358 | $270.7K | 0.01% | +4,358 | New |
| Cable Hill Partners, LLC | 4,562 | $271.3K | 0.03% | −1,626−26.3% | Reduced |
| Boothbay Fund Management, LLC | 4,408 | $273.8K | 0.01% | +4,408 | New |
| Snowden Capital Advisors LLC | 4,412 | $274.0K | 0.01% | +232+5.6% | Added |
| Grace & White Inc | 4,418 | $274.4K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 4,465 | $277.3K | 0.02% | −125−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 4,490 | $278.9K | 0.00% | +4,490 | New |
| CFS Investment Advisory Services, LLC | 4,503 | $280.0K | 0.02% | −408−8.3% | Reduced |
| SC&H Financial Advisors, Inc. | 4,511 | $280.2K | 0.06% | −1,005−18.2% | Reduced |
| Integrity Alliance, LLC. | 4,512 | $280.2K | 0.01% | +4,512 | New |
| Stoneridge Investment Partners LLC | 4,522 | $281.0K | 0.24% | −23,612−83.9% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $282.1K | 0.15% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,562 | $283.3K | 0.13% | +66+1.5% | Added |
| Oxler Private Wealth LLC | 4,618 | $286.9K | 0.10% | +46+1.0% | Added |
| Farther Finance Advisors, LLC | 4,623 | $287.1K | 0.01% | +2,374+105.6% | Added |
| Beaumont Financial Advisors, LLC | 4,639 | $288.1K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,676 | $290.4K | 0.01% | +74+1.6% | Added |
| Jump Financial, LLC | 4,704 | $292.2K | 0.00% | −9,946−67.9% | Reduced |
| MJP Associates Inc | 4,789 | $297.4K | 0.05% | −46−1.0% | Reduced |
| Destination Wealth Management | 4,836 | $300.4K | 0.01% | −164−3.3% | Reduced |
| Parallel Advisors, LLC | 4,863 | $302.1K | 0.01% | −59−1.2% | Reduced |
| Clarius Group, LLC | 4,883 | $303.3K | 0.02% | +158+3.3% | Added |
| Spinnaker Trust | 4,915 | $305.3K | 0.02% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,965 | $308.4K | 0.04% | +4,965 | New |
| Frank, Rimerman Advisors LLC | 4,969 | $308.6K | 0.02% | +1,019+25.8% | Added |
| Wells Trecaso Financial Group, LLC | 4,972 | $308.8K | 0.10% | +50+1.0% | Added |
| EntryPoint Capital, LLC | 5,033 | $312.6K | 0.14% | +5,033 | New |
| Bryn Mawr Trust Co | 5,036 | $312.8K | 0.01% | +184+3.8% | Added |
| MBB Public Markets I LLC | 5,181 | $321.8K | 0.04% | +5,181 | New |
| Pitcairn Co | 5,217 | $324.0K | 0.02% | −543−9.4% | Reduced |
| Brinker Capital Investments, LLC | 5,228 | $324.7K | 0.00% | +951+22.2% | Added |
| Orion Portfolio Solutions, LLC | 5,228 | $324.7K | 0.00% | +951+22.2% | Added |
| Thrive Wealth Management, LLC | 5,256 | $326.4K | 0.06% | +5,256 | New |
| Horizon Investments, LLC | 5,262 | $326.8K | 0.01% | +373+7.6% | Added |
| Lido Advisors, LLC | 5,373 | $333.8K | 0.00% | +5,373 | New |
| Barry Investment Advisors, LLC | 5,411 | $336.1K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,420 | $336.7K | 0.01% | −5,597−50.8% | Reduced |
| HBK Sorce Advisory LLC | 5,434 | $337.5K | 0.01% | −431−7.3% | Reduced |
| American State Bank (Iowa) | 5,436 | $337.6K | 0.20% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $337.9K | 0.20% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,519 | $342.8K | 0.04% | +5,461+9,415.5% | Added |
| Bensler, LLC | 5,560 | $345.3K | 0.04% | −8−0.1% | Reduced |
| Prossimo Advisors, LLC | 5,600 | $348.0K | 0.26% | +15+0.3% | Added |
| Wealthspire Advisors, LLC | 5,674 | $352.4K | 0.00% | −276−4.6% | Reduced |
| Blue Fin Capital, Inc. | 5,681 | $352.8K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,694 | $353.6K | 0.04% | +232+4.2% | Added |
| Kelly Financial Group LLC | 5,724 | $355.5K | 0.11% | +45+0.8% | Added |
| Wedbush Securities Inc | 5,782 | $359.0K | 0.01% | −742−11.4% | Reduced |
| Midwest Professional Planners, LTD. | 5,791 | $359.7K | 0.11% | −117−2.0% | Reduced |
| RSM US Wealth Management LLC | 5,831 | $362.2K | 0.01% | +616+11.8% | Added |
| Stratos Wealth Partners, LTD. | 5,830 | $362.2K | 0.01% | −1,547−21.0% | Reduced |
| Quadcap Wealth Management, LLC | 5,834 | $362.3K | 0.05% | +8+0.1% | Added |
| Welch Group, LLC | 5,936 | $362.8K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,934 | $368.6K | 0.01% | +277+4.9% | Added |
| KCM Investment Advisors LLC | 5,942 | $369.1K | 0.01% | −50−0.8% | Reduced |
| Atomi Financial Group, Inc. | 5,956 | $370.0K | 0.02% | −379−6.0% | Reduced |
| Flputnam Investment Management Co | 5,971 | $370.9K | 0.01% | +1,963+49.0% | Added |
| Congress Wealth Management LLC | 5,980 | $371.2K | 0.00% | +298+5.2% | Added |
| Avidian Wealth Solutions, LLC | 6,003 | $372.8K | 0.02% | +6,003 | New |
| Modera Wealth Management, LLC | 6,063 | $376.6K | 0.01% | −97−1.6% | Reduced |
| Lazard Asset Management LLC | 6,119 | $379.0K | 0.00% | +6,119 | New |
| Fisher Asset Management, LLC | 6,122 | $380.3K | 0.00% | +312+5.4% | Added |
| Connecticut Wealth Management, LLC | 6,135 | $381.0K | 0.02% | −88−1.4% | Reduced |
| Savior LLC | 6,150 | $382.0K | 2.30% | 00.0% | Unchanged |
| Verity & Verity, LLC | 6,332 | $393.3K | 0.03% | −6,627−51.1% | Reduced |
| Csenge Advisory Group | 6,892 | $395.9K | 0.02% | +697+11.3% | Added |
| Tudor Investment Corp Et Al | 6,428 | $399.2K | 0.00% | −89,883−93.3% | Reduced |
| Seeds Investor LLC | 6,485 | $402.8K | 0.11% | +488+8.1% | Added |
| MUFG Securities Americas Inc. | 6,492 | $403.2K | 0.05% | +1,082+20.0% | Added |
| Everence Capital Management Inc | 6,530 | $406.0K | 0.03% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 6,558 | $407.3K | 0.20% | +30.0% | Added |
| Huntington National Bank | 6,677 | $414.7K | 0.00% | +1,486+28.6% | Added |
| Sachetta, LLC | 6,761 | $419.9K | 0.17% | −12−0.2% | Reduced |
| Nwam LLC | 6,783 | $421.3K | 0.04% | +2,621+63.0% | Added |
| Aptus Capital Advisors, LLC | 6,789 | $421.6K | 0.00% | +50+0.7% | Added |
| J. Safra Sarasin Holding AG | 6,802 | $422.5K | 0.01% | +6,802 | New |
| Old North State Wealth Management, LLC | 6,813 | $423.6K | 0.24% | +1,761+34.9% | Added |
| GAMMA Investing LLC | 6,831 | $424.3K | 0.03% | +1,333+24.2% | Added |
| Crestwood Advisors Group LLC | 6,903 | $428.7K | 0.01% | −71−1.0% | Reduced |
| Machina Capital S.A.S. | 6,927 | $430.2K | 0.13% | +3,048+78.6% | Added |
| Bessemer Group Inc | 6,971 | $433.0K | 0.00% | −7,364−51.4% | Reduced |
| Belpointe Asset Management LLC | 6,993 | $434.4K | 0.02% | +284+4.2% | Added |
| Daymark Wealth Partners, LLC | 7,011 | $435.5K | 0.02% | −595−7.8% | Reduced |
| Welch & Forbes LLC | 7,158 | $444.6K | 0.01% | −645−8.3% | Reduced |
| Prosperity Wealth Management, Inc. | 7,247 | $450.1K | 0.21% | +397+5.8% | Added |
| BKD Wealth Advisors, LLC | 7,272 | $451.7K | 0.01% | +1,109+18.0% | Added |
| Code Waechter LLC | 7,331 | $455.0K | 0.37% | −8,275−53.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,385 | $458.7K | 0.02% | +378+5.4% | Added |
| Abel Hall, LLC | 7,395 | $459.3K | 0.28% | +3,081+71.4% | Added |
| Rockland Trust Co | 7,468 | $463.8K | 0.02% | −6,202−45.4% | Reduced |