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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 26,613 | $1.65M | 0.00% | −555,008−95.4% | Reduced |
| Capital Investment Advisors, LLC | 26,257 | $1.63M | 0.03% | +22,630+623.9% | Added |
| NEOS Investment Management LLC | 25,853 | $1.61M | 0.03% | +5,012+24.0% | Added |
| Stratos Wealth Advisors, LLC | 25,486 | $1.58M | 0.09% | +65+0.3% | Added |
| TD Waterhouse Canada Inc. | 25,566 | $1.58M | 0.01% | +25,566 | New |
| Sterling Capital Management LLC | 25,091 | $1.56M | 0.02% | +3,785+17.8% | Added |
| Pacer Advisors, Inc. | 25,072 | $1.56M | 0.00% | −12,536−33.3% | Reduced |
| Kentucky Retirement Systems | 25,048 | $1.56M | 0.05% | +489+2.0% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.55M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24,918 | $1.55M | 0.01% | +821+3.4% | Added |
| Finivi Inc. | 24,693 | $1.53M | 1.23% | −56−0.2% | Reduced |
| Allianz SE | 24,584 | $1.53M | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 24,425 | $1.52M | 0.16% | +3,257+15.4% | Added |
| Edmp, Inc. | 24,227 | $1.50M | 1.26% | +24,227 | New |
| Northwestern Mutual Wealth Management Co | 24,019 | $1.49M | 0.00% | +8,622+56.0% | Added |
| Integrated Wealth Concepts LLC | 23,976 | $1.49M | 0.02% | −723−2.9% | Reduced |
| Atria Investments LLC | 23,465 | $1.46M | 0.02% | +3,852+19.6% | Added |
| STRS Ohio | 23,447 | $1.46M | 0.01% | −12,811−35.3% | Reduced |
| Norinchukin Bank, The | 22,974 | $1.43M | 0.03% | +3,517+18.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 22,971 | $1.43M | 0.04% | 00.0% | Unchanged |
| Entropy Technologies, LP | 22,712 | $1.41M | 0.14% | +11,766+107.5% | Added |
| GWM Advisors LLC | 22,552 | $1.40M | 0.01% | +2,923+14.9% | Added |
| Aquatic Capital Management LLC | 22,446 | $1.39M | 0.04% | −23,622−51.3% | Reduced |
| Mizuho Markets Americas LLC | 22,416 | $1.39M | 0.03% | +22,416 | New |
| Hartford Investment Management Co | 22,286 | $1.38M | 0.05% | −230−1.0% | Reduced |
| Pensionfund Sabic | 22,200 | $1.38M | 0.41% | −1,300−5.5% | Reduced |
| First PREMIER Bank | 21,593 | $1.34M | 0.34% | +81+0.4% | Added |
| Truist Financial Corp | 21,584 | $1.34M | 0.00% | +199+0.9% | Added |
| Tower Research Capital LLC (TRC) | 21,702 | $1.34M | 0.04% | −2,936−11.9% | Reduced |
| Ossiam | 21,466 | $1.33M | 0.02% | +8,034+59.8% | Added |
| JB Capital LLC | 21,337 | $1.33M | 0.07% | +1,700+8.7% | Added |
| EP Wealth Advisors, LLC | 21,290 | $1.32M | 0.01% | −984−4.4% | Reduced |
| Ascent Group, LLC | 21,161 | $1.31M | 0.06% | +1,498+7.6% | Added |
| Metis Global Partners, LLC | 20,904 | $1.30M | 0.04% | +3,127+17.6% | Added |
| Federation des caisses Desjardins du Quebec | 20,893 | $1.30M | 0.01% | +6,734+47.6% | Added |
| CAPROCK Group, Inc. | 20,577 | $1.28M | 0.04% | +3,966+23.9% | Added |
| Crossmark Global Holdings, Inc. | 20,508 | $1.27M | 0.02% | −823−3.9% | Reduced |
| Bollard Group LLC | 20,289 | $1.26M | 0.03% | +185+0.9% | Added |
| Sequoia Financial Advisors, LLC | 20,212 | $1.26M | 0.01% | +2,010+11.0% | Added |
| Arvest Bank Trust Division | 20,007 | $1.24M | 0.08% | +20,007 | New |
| Louisiana State Employees Retirement System | 19,700 | $1.22M | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 19,617 | $1.22M | 0.76% | +3,310+20.3% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 19,556 | $1.21M | 0.66% | +19,556 | New |
| Securian Asset Management, Inc | 19,427 | $1.21M | 0.04% | −249−1.3% | Reduced |
| Leisure Capital Management | 19,356 | $1.20M | 0.49% | +19,356 | New |
| Essex Financial Services, Inc. | 19,334 | $1.20M | 0.09% | −2,461−11.3% | Reduced |
| Engineers Gate Manager LP | 19,319 | $1.20M | 0.02% | −34,944−64.4% | Reduced |
| WBI Investments | 19,232 | $1.19M | 0.31% | +19,232 | New |
| Bard Financial Services, Inc. | 19,205 | $1.19M | 0.15% | −1,855−8.8% | Reduced |
| Allstate Corp | 19,106 | $1.19M | 0.03% | +8,179+74.9% | Added |
| MML Investors Services, LLC | 19,027 | $1.18M | 0.00% | +13+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 18,990 | $1.18M | 0.01% | +439+2.4% | Added |
| Kovitz Investment Group Partners, LLC | 18,872 | $1.17M | 0.01% | +1,278+7.3% | Added |
| Kestra Advisory Services, LLC | 18,801 | $1.17M | 0.01% | −97−0.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 17,816 | $1.15M | 0.06% | +17,816 | New |
| PFG Investments, LLC | 18,570 | $1.15M | 0.07% | +622+3.5% | Added |
| Gulf International Bank (UK) Ltd | 18,539 | $1.15M | 0.04% | −8,740−32.0% | Reduced |
| St Germain D J Co Inc | 18,443 | $1.15M | 0.05% | −16,892−47.8% | Reduced |
| Icon Advisers Inc | 18,000 | $1.12M | 0.26% | 00.0% | Unchanged |
| Zacks Investment Management | 17,971 | $1.12M | 0.01% | +2,607+17.0% | Added |
| Spirit of America Management Corp | 17,950 | $1.11M | 0.23% | +2,100+13.2% | Added |
| Mesirow Financial Investment Management, Inc. | 17,826 | $1.11M | 0.02% | +8,944+100.7% | Added |
| Principle Wealth Partners LLC | 17,718 | $1.10M | 0.08% | +40.0% | Added |
| Mork Capital Management, LLC | 17,400 | $1.08M | 0.85% | 00.0% | Unchanged |
| Intech Investment Management LLC | 17,171 | $1.07M | 0.01% | +1,761+11.4% | Added |
| New Mexico Educational Retirement Board | 17,116 | $1.06M | 0.04% | +100+0.6% | Added |
| Caxton Associates LLP | 16,605 | $1.03M | 0.04% | +16,605 | New |
| Anchor Capital Advisors LLC | 16,564 | $1.03M | 0.03% | −692,809−97.7% | Reduced |
| Benjamin Edwards Inc | 16,191 | $1.01M | 0.01% | −1,732−9.7% | Reduced |
| Empowered Funds, LLC | 16,149 | $1.00M | 0.01% | +1,319+8.9% | Added |
| Vident Advisory, LLC | 16,094 | $999.7K | 0.01% | −18,803−53.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,007 | $994.0K | 0.14% | +16,007 | New |
| Oak Thistle LLC | 15,916 | $988.5K | 0.20% | +9,045+131.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,866 | $985.0K | 0.01% | +4,515+39.8% | Added |
| Avantax Advisory Services, Inc. | 15,653 | $972.2K | 0.01% | −2,924−15.7% | Reduced |
| Mystic Asset Management, Inc. | 15,619 | $970.1K | 0.26% | +2,180+16.2% | Added |
| Great Oak Capital Partners, LLC | 17,350 | $969.2K | 0.32% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,595 | $968.6K | 0.01% | +270+1.8% | Added |
| McDonald Partners LLC | 15,111 | $941.7K | 0.25% | +744+5.2% | Added |
| Arvest Investments, Inc. | 15,035 | $933.8K | 0.15% | +15,035 | New |
| Arkadios Wealth Advisors | 14,835 | $921.4K | 0.03% | +14,835 | New |
| CIBC Private Wealth Group, LLC | 16,909 | $917.3K | 0.00% | +383+2.3% | Added |
| Park Avenue Securities LLC | 14,756 | $917.0K | 0.01% | +295+2.0% | Added |
| GTS Securities LLC | 14,716 | $914.0K | 0.04% | +14,716 | New |
| Aigen Investment Management, LP | 14,537 | $902.9K | 0.14% | −23,585−61.9% | Reduced |
| Profund Advisors LLC | 14,446 | $897.2K | 0.04% | −5,342−27.0% | Reduced |
| Eastern Bank | 14,246 | $884.8K | 0.02% | +980+7.4% | Added |
| Penobscot Investment Management Company, Inc. | 14,223 | $883.4K | 0.08% | −1,160−7.5% | Reduced |
| Presima Inc. | 14,189 | $881.3K | 0.20% | +259+1.9% | Added |
| Axq Capital, LP | 14,172 | $880.2K | 0.35% | +14,172 | New |
| Jacobs Levy Equity Management, Inc | 14,142 | $878.4K | 0.00% | +14,142 | New |
| Union Savings Bank | 14,114 | $876.6K | 0.43% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 14,058 | $873.1K | 0.08% | +14,058 | New |
| United Capital Financial Advisers, LLC | 13,981 | $868.4K | 0.01% | −2,147−13.3% | Reduced |
| Assenagon Asset Management S.A. | 13,942 | $865.9K | 0.00% | +734+5.6% | Added |
| Vestcor Inc | 13,901 | $863.0K | 0.03% | +2,187+18.7% | Added |
| Ellsworth Advisors, LLC | 13,721 | $852.2K | 0.22% | +13,721 | New |
| Manske Wealth Management | 13,521 | $839.8K | 0.32% | +296+2.2% | Added |
| Quadrant Capital Group LLC | 13,351 | $829.2K | 0.03% | +8,250+161.7% | Added |
| Signaturefd, LLC | 13,057 | $811.0K | 0.02% | −186−1.4% | Reduced |