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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 7,490 | $465.2K | 0.03% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 7,526 | $467.4K | 0.33% | +7,526 | New |
| Valley Brook Capital Group | 7,528 | $467.6K | 0.37% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,584 | $471.0K | 0.00% | −604−7.4% | Reduced |
| Huber Capital Management LLC | 7,629 | $473.8K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,647 | $475.0K | 0.05% | −4−0.1% | Reduced |
| Everett Harris & Co | 7,700 | $478.2K | 0.01% | −393−4.9% | Reduced |
| Fiduciary Trust Co | 7,800 | $484.5K | 0.01% | −956−10.9% | Reduced |
| Grimes & Company, Inc. | 7,806 | $484.8K | 0.01% | +54+0.7% | Added |
| Howard Capital Management Inc. | 7,830 | $486.3K | 0.01% | +7,830 | New |
| Chatham Capital Group, Inc. | 7,981 | $495.7K | 0.08% | −66−0.8% | Reduced |
| Gen-Wealth Partners Inc | 7,992 | $496.4K | 0.21% | +7,920+11,000.0% | Added |
| Baker Ellis Asset Management LLC | 8,097 | $502.9K | 0.07% | −312−3.7% | Reduced |
| Tiaa Trust, National Association | 8,101 | $503.2K | 0.00% | +948+13.3% | Added |
| Meeder Advisory Services, Inc. | 8,101 | $503.2K | 0.03% | +824+11.3% | Added |
| GWN Securities Inc. | 8,198 | $503.9K | 0.03% | +8,198 | New |
| Campbell & CO Investment Adviser LLC | 8,224 | $510.8K | 0.04% | +3,364+69.2% | Added |
| Merit Financial Group, LLC | 8,243 | $512.0K | 0.01% | +2,112+34.4% | Added |
| NorthRock Partners, LLC | 8,283 | $514.4K | 0.02% | +105+1.3% | Added |
| United Services Automobile Association | 8,502 | $519.6K | 0.02% | +8,502 | New |
| Intrua Financial, LLC | 8,395 | $521.4K | 0.08% | +1,477+21.4% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 8,436 | $524.0K | 0.20% | +472+5.9% | Added |
| Spire Wealth Management | 8,463 | $525.6K | 0.02% | +4,434+110.1% | Added |
| Savant Capital, LLC | 8,572 | $532.4K | 0.00% | −3,630−29.7% | Reduced |
| Glenview Trust Co | 8,577 | $532.7K | 0.01% | +718+9.1% | Added |
| Beacon Pointe Advisors, LLC | 8,654 | $537.5K | 0.01% | +83+1.0% | Added |
| Finer Wealth Management, Inc. | 8,712 | $541.1K | 0.32% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,715 | $541.3K | 0.01% | −130−1.5% | Reduced |
| Hilltop Holdings Inc. | 8,774 | $544.9K | 0.03% | +2,750+45.7% | Added |
| Allworth Financial LP | 9,346 | $547.0K | 0.00% | +61+0.7% | Added |
| New England Capital Financial Advisors LLC | 8,840 | $549.1K | 0.28% | +343+4.0% | Added |
| SG Americas Securities, LLC | 8,897 | $553.0K | 0.00% | −2,480−21.8% | Reduced |
| Keybank National Association | 8,919 | $554.0K | 0.00% | −171−1.9% | Reduced |
| Accurate Wealth Management, LLC | 9,910 | $558.2K | 0.11% | +283+2.9% | Added |
| Central Pacific Bank - Trust Division | 9,000 | $559.0K | 0.08% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 9,142 | $567.8K | 0.01% | +430+4.9% | Added |
| Tableaux LLC | 9,218 | $572.5K | 0.41% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 9,230 | $573.3K | 0.09% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,354 | $581.0K | 0.08% | −103−1.1% | Reduced |
| First Manhattan Co | 9,382 | $582.7K | 0.00% | +251+2.7% | Added |
| Heritage Financial Services, LLC | 9,432 | $585.8K | 0.06% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 9,447 | $586.8K | 0.00% | −1,125−10.6% | Reduced |
| 111 Capital | 9,465 | $587.9K | 0.11% | +9,465 | New |
| Apollon Wealth Management, LLC | 9,642 | $598.8K | 0.01% | +330+3.5% | Added |
| V-Square Quantitative Management LLC | 9,803 | $608.9K | 0.09% | +528+5.7% | Added |
| Squarepoint Ops LLC | 9,850 | $611.8K | 0.00% | −286,976−96.7% | Reduced |
| Regions Financial Corp | 9,868 | $612.9K | 0.00% | −50−0.5% | Reduced |
| Legacy Wealth Management, LLC | 9,930 | $616.8K | 0.20% | −6,020−37.7% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $617.0K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 10,019 | $622.3K | 0.08% | +8+0.1% | Added |
| Rockefeller Capital Management L.P. | 10,117 | $628.5K | 0.00% | +68+0.7% | Added |
| Evergreen Capital Management LLC | 10,167 | $631.5K | 0.02% | +2,279+28.9% | Added |
| Jane Street Group, LLC | 10,182 | $632.4K | 0.00% | −4,728−31.7% | Reduced |
| Paradigm Financial Partners, LLC | 10,218 | $634.6K | 0.08% | −1,360−11.7% | Reduced |
| Blueshift Asset Management, LLC | 10,279 | $638.4K | 0.25% | +491+5.0% | Added |
| Modern Wealth Management, LLC | 10,352 | $643.0K | 0.02% | +83+0.8% | Added |
| Investment Management Corp of Ontario | 10,363 | $643.6K | 0.01% | −8,326−44.6% | Reduced |
| Shell Asset Management Co | 10,483 | $651.0K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,497 | $652.0K | 0.04% | +10,497 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,669 | $662.7K | 0.05% | +10,669 | New |
| Sowa Financial Group, Inc. | 10,700 | $665.0K | 0.44% | +130+1.2% | Added |
| J.W. Cole Advisors, Inc. | 10,739 | $667.0K | 0.02% | +5,936+123.6% | Added |
| Global X Japan Co., Ltd. | 10,750 | $667.7K | 0.08% | +10,750 | New |
| SlateStone Wealth, LLC | 10,806 | $671.0K | 0.07% | +10,806 | New |
| Navellier & Associates Inc | 11,330 | $671.8K | 0.09% | +11,330 | New |
| QRG Capital Management, Inc. | 10,843 | $673.5K | 0.01% | +1,035+10.6% | Added |
| Independent Advisor Alliance | 10,904 | $677.3K | 0.02% | +6,783+164.6% | Added |
| Centerpoint Advisors, LLC | 10,983 | $682.0K | 0.25% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,001 | $683.3K | 0.01% | +7,271+194.9% | Added |
| Greenleaf Trust | 11,045 | $686.0K | 0.01% | +2,880+35.3% | Added |
| Miller Howard Investments Inc | 11,070 | $687.6K | 0.02% | +1,210+12.3% | Added |
| Tokio Marine Asset Management Co Ltd | 11,072 | $687.7K | 0.02% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 11,149 | $692.0K | 0.16% | +11,149 | New |
| Armstrong Advisory Group, Inc | 12,087 | $694.2K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,181 | $694.4K | 0.01% | +1,307+13.2% | Added |
| Jones Financial Companies LLLP | 11,741 | $718.3K | 0.00% | +5,826+98.5% | Added |
| Nomura Holdings Inc | 11,566 | $718.4K | 0.00% | −501−4.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,665 | $724.5K | 0.01% | +33+0.3% | Added |
| Summit Trail Advisors, LLC | 11,738 | $729.0K | 0.02% | +6,845+139.9% | Added |
| Advisory Services Network, LLC | 11,769 | $731.0K | 0.01% | +1,038+9.7% | Added |
| Prosperity Consulting Group, LLC | 11,926 | $740.7K | 0.06% | −437−3.5% | Reduced |
| Voleon Capital Management LP | 12,022 | $746.7K | 0.06% | +12,022 | New |
| Omers Administration Corp | 12,143 | $754.2K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 12,291 | $763.4K | 0.01% | +778+6.8% | Added |
| Empirical Finance, LLC | 12,339 | $766.4K | 0.05% | +450+3.8% | Added |
| HB Wealth Management, LLC | 12,416 | $771.2K | 0.01% | +1,079+9.5% | Added |
| Wilkins Investment Counsel Inc | 12,595 | $782.3K | 0.11% | +1,720+15.8% | Added |
| Cbre Clarion Securities LLC | 12,709 | $789.4K | 0.01% | −3,334−20.8% | Reduced |
| Flagship Harbor Advisors, LLC | 12,764 | $792.8K | 0.04% | −936−6.8% | Reduced |
| Signaturefd, LLC | 13,057 | $811.0K | 0.02% | −186−1.4% | Reduced |
| Quadrant Capital Group LLC | 13,351 | $829.2K | 0.03% | +8,250+161.7% | Added |
| Manske Wealth Management | 13,521 | $839.8K | 0.32% | +296+2.2% | Added |
| Ellsworth Advisors, LLC | 13,721 | $852.2K | 0.22% | +13,721 | New |
| Vestcor Inc | 13,901 | $863.0K | 0.03% | +2,187+18.7% | Added |
| Assenagon Asset Management S.A. | 13,942 | $865.9K | 0.00% | +734+5.6% | Added |
| United Capital Financial Advisers, LLC | 13,981 | $868.4K | 0.01% | −2,147−13.3% | Reduced |
| United Asset Strategies, Inc. | 14,058 | $873.1K | 0.08% | +14,058 | New |
| Union Savings Bank | 14,114 | $876.6K | 0.43% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 14,142 | $878.4K | 0.00% | +14,142 | New |