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 |
|---|---|---|---|---|---|
| Axq Capital, LP | 14,172 | $880.2K | 0.35% | +14,172 | New |
| Presima Inc. | 14,189 | $881.3K | 0.20% | +259+1.9% | Added |
| Penobscot Investment Management Company, Inc. | 14,223 | $883.4K | 0.08% | −1,160−7.5% | Reduced |
| Eastern Bank | 14,246 | $884.8K | 0.02% | +980+7.4% | Added |
| Profund Advisors LLC | 14,446 | $897.2K | 0.04% | −5,342−27.0% | Reduced |
| Aigen Investment Management, LP | 14,537 | $902.9K | 0.14% | −23,585−61.9% | Reduced |
| GTS Securities LLC | 14,716 | $914.0K | 0.04% | +14,716 | New |
| Park Avenue Securities LLC | 14,756 | $917.0K | 0.01% | +295+2.0% | Added |
| CIBC Private Wealth Group, LLC | 16,909 | $917.3K | 0.00% | +383+2.3% | Added |
| Arkadios Wealth Advisors | 14,835 | $921.4K | 0.03% | +14,835 | New |
| Arvest Investments, Inc. | 15,035 | $933.8K | 0.15% | +15,035 | New |
| McDonald Partners LLC | 15,111 | $941.7K | 0.25% | +744+5.2% | Added |
| Private Advisor Group, LLC | 15,595 | $968.6K | 0.01% | +270+1.8% | Added |
| Great Oak Capital Partners, LLC | 17,350 | $969.2K | 0.32% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 15,619 | $970.1K | 0.26% | +2,180+16.2% | Added |
| Avantax Advisory Services, Inc. | 15,653 | $972.2K | 0.01% | −2,924−15.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,866 | $985.0K | 0.01% | +4,515+39.8% | Added |
| Oak Thistle LLC | 15,916 | $988.5K | 0.20% | +9,045+131.6% | Added |
| Dynamic Technology Lab Private Ltd | 16,007 | $994.0K | 0.14% | +16,007 | New |
| Vident Advisory, LLC | 16,094 | $999.7K | 0.01% | −18,803−53.9% | Reduced |
| Empowered Funds, LLC | 16,149 | $1.00M | 0.01% | +1,319+8.9% | Added |
| Benjamin Edwards Inc | 16,191 | $1.01M | 0.01% | −1,732−9.7% | Reduced |
| Anchor Capital Advisors LLC | 16,564 | $1.03M | 0.03% | −692,809−97.7% | Reduced |
| Caxton Associates LLP | 16,605 | $1.03M | 0.04% | +16,605 | New |
| New Mexico Educational Retirement Board | 17,116 | $1.06M | 0.04% | +100+0.6% | Added |
| Intech Investment Management LLC | 17,171 | $1.07M | 0.01% | +1,761+11.4% | Added |
| Mork Capital Management, LLC | 17,400 | $1.08M | 0.85% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 17,718 | $1.10M | 0.08% | +40.0% | Added |
| Mesirow Financial Investment Management, Inc. | 17,826 | $1.11M | 0.02% | +8,944+100.7% | Added |
| Spirit of America Management Corp | 17,950 | $1.11M | 0.23% | +2,100+13.2% | Added |
| Zacks Investment Management | 17,971 | $1.12M | 0.01% | +2,607+17.0% | Added |
| Icon Advisers Inc | 18,000 | $1.12M | 0.26% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,443 | $1.15M | 0.05% | −16,892−47.8% | Reduced |
| Gulf International Bank (UK) Ltd | 18,539 | $1.15M | 0.04% | −8,740−32.0% | Reduced |
| PFG Investments, LLC | 18,570 | $1.15M | 0.07% | +622+3.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 17,816 | $1.15M | 0.06% | +17,816 | New |
| Kestra Advisory Services, LLC | 18,801 | $1.17M | 0.01% | −97−0.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,872 | $1.17M | 0.01% | +1,278+7.3% | Added |
| Steward Partners Investment Advisory, LLC | 18,990 | $1.18M | 0.01% | +439+2.4% | Added |
| MML Investors Services, LLC | 19,027 | $1.18M | 0.00% | +13+0.1% | Added |
| Allstate Corp | 19,106 | $1.19M | 0.03% | +8,179+74.9% | Added |
| Bard Financial Services, Inc. | 19,205 | $1.19M | 0.15% | −1,855−8.8% | Reduced |
| WBI Investments | 19,232 | $1.19M | 0.31% | +19,232 | New |
| Engineers Gate Manager LP | 19,319 | $1.20M | 0.02% | −34,944−64.4% | Reduced |
| Essex Financial Services, Inc. | 19,334 | $1.20M | 0.09% | −2,461−11.3% | Reduced |
| Leisure Capital Management | 19,356 | $1.20M | 0.49% | +19,356 | New |
| Securian Asset Management, Inc | 19,427 | $1.21M | 0.04% | −249−1.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 19,556 | $1.21M | 0.66% | +19,556 | New |
| Camelot Portfolios, LLC | 19,617 | $1.22M | 0.76% | +3,310+20.3% | Added |
| Louisiana State Employees Retirement System | 19,700 | $1.22M | 0.02% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 20,007 | $1.24M | 0.08% | +20,007 | New |
| Sequoia Financial Advisors, LLC | 20,212 | $1.26M | 0.01% | +2,010+11.0% | Added |
| Bollard Group LLC | 20,289 | $1.26M | 0.03% | +185+0.9% | Added |
| Crossmark Global Holdings, Inc. | 20,508 | $1.27M | 0.02% | −823−3.9% | Reduced |
| CAPROCK Group, Inc. | 20,577 | $1.28M | 0.04% | +3,966+23.9% | Added |
| Federation des caisses Desjardins du Quebec | 20,893 | $1.30M | 0.01% | +6,734+47.6% | Added |
| Metis Global Partners, LLC | 20,904 | $1.30M | 0.04% | +3,127+17.6% | Added |
| Ascent Group, LLC | 21,161 | $1.31M | 0.06% | +1,498+7.6% | Added |
| EP Wealth Advisors, LLC | 21,290 | $1.32M | 0.01% | −984−4.4% | Reduced |
| JB Capital LLC | 21,337 | $1.33M | 0.07% | +1,700+8.7% | Added |
| Ossiam | 21,466 | $1.33M | 0.02% | +8,034+59.8% | Added |
| Tower Research Capital LLC (TRC) | 21,702 | $1.34M | 0.04% | −2,936−11.9% | Reduced |
| Truist Financial Corp | 21,584 | $1.34M | 0.00% | +199+0.9% | Added |
| First PREMIER Bank | 21,593 | $1.34M | 0.34% | +81+0.4% | Added |
| Pensionfund Sabic | 22,200 | $1.38M | 0.41% | −1,300−5.5% | Reduced |
| Hartford Investment Management Co | 22,286 | $1.38M | 0.05% | −230−1.0% | Reduced |
| Mizuho Markets Americas LLC | 22,416 | $1.39M | 0.03% | +22,416 | New |
| Aquatic Capital Management LLC | 22,446 | $1.39M | 0.04% | −23,622−51.3% | Reduced |
| GWM Advisors LLC | 22,552 | $1.40M | 0.01% | +2,923+14.9% | Added |
| Entropy Technologies, LP | 22,712 | $1.41M | 0.14% | +11,766+107.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 22,971 | $1.43M | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 22,974 | $1.43M | 0.03% | +3,517+18.1% | Added |
| STRS Ohio | 23,447 | $1.46M | 0.01% | −12,811−35.3% | Reduced |
| Atria Investments LLC | 23,465 | $1.46M | 0.02% | +3,852+19.6% | Added |
| Integrated Wealth Concepts LLC | 23,976 | $1.49M | 0.02% | −723−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,019 | $1.49M | 0.00% | +8,622+56.0% | Added |
| Edmp, Inc. | 24,227 | $1.50M | 1.26% | +24,227 | New |
| Stonebridge Financial Group, LLC | 24,425 | $1.52M | 0.16% | +3,257+15.4% | Added |
| Allianz SE | 24,584 | $1.53M | 0.04% | 00.0% | Unchanged |
| Finivi Inc. | 24,693 | $1.53M | 1.23% | −56−0.2% | Reduced |
| Fifth Third Bancorp | 24,918 | $1.55M | 0.01% | +821+3.4% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.55M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 25,048 | $1.56M | 0.05% | +489+2.0% | Added |
| Pacer Advisors, Inc. | 25,072 | $1.56M | 0.00% | −12,536−33.3% | Reduced |
| Sterling Capital Management LLC | 25,091 | $1.56M | 0.02% | +3,785+17.8% | Added |
| TD Waterhouse Canada Inc. | 25,566 | $1.58M | 0.01% | +25,566 | New |
| Stratos Wealth Advisors, LLC | 25,486 | $1.58M | 0.09% | +65+0.3% | Added |
| NEOS Investment Management LLC | 25,853 | $1.61M | 0.03% | +5,012+24.0% | Added |
| Capital Investment Advisors, LLC | 26,257 | $1.63M | 0.03% | +22,630+623.9% | Added |
| Susquehanna International Group, LLP | 26,613 | $1.65M | 0.00% | −555,008−95.4% | Reduced |
| Dynamic Advisor Solutions LLC | 27,076 | $1.68M | 0.06% | +132+0.5% | Added |
| Genus Capital Management Inc. | 27,100 | $1.68M | 0.24% | +27,100 | New |
| Gsa Capital Partners LLP | 27,169 | $1.69M | 0.15% | +14,693+117.8% | Added |
| Redwood Investment Management, LLC | 27,316 | $1.70M | 0.18% | −2,502−8.4% | Reduced |
| D.A. Davidson & Co. | 27,419 | $1.70M | 0.01% | +2,509+10.1% | Added |
| Teachers Retirement System of the State of Kentucky | 28,289 | $1.76M | 0.02% | +1,785+6.7% | Added |
| Great Valley Advisor Group, Inc. | 28,519 | $1.77M | 0.04% | −49,881−63.6% | Reduced |
| Kinneret Advisory, LLC | 28,999 | $1.80M | 0.18% | −98−0.3% | Reduced |
| Mizuho Securities USA LLC | 29,368 | $1.82M | 0.04% | −5,359−15.4% | Reduced |
| Groupama Asset Managment | 30,185 | $1.84M | 0.04% | +1,728+6.1% | Added |