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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 12,764 | $792.8K | 0.04% | −936−6.8% | Reduced |
| Cbre Clarion Securities LLC | 12,709 | $789.4K | 0.01% | −3,334−20.8% | Reduced |
| Wilkins Investment Counsel Inc | 12,595 | $782.3K | 0.11% | +1,720+15.8% | Added |
| HB Wealth Management, LLC | 12,416 | $771.2K | 0.01% | +1,079+9.5% | Added |
| Empirical Finance, LLC | 12,339 | $766.4K | 0.05% | +450+3.8% | Added |
| Resources Investment Advisors, LLC. | 12,291 | $763.4K | 0.01% | +778+6.8% | Added |
| Omers Administration Corp | 12,143 | $754.2K | 0.01% | 00.0% | Unchanged |
| Voleon Capital Management LP | 12,022 | $746.7K | 0.06% | +12,022 | New |
| Prosperity Consulting Group, LLC | 11,926 | $740.7K | 0.06% | −437−3.5% | Reduced |
| Advisory Services Network, LLC | 11,769 | $731.0K | 0.01% | +1,038+9.7% | Added |
| Summit Trail Advisors, LLC | 11,738 | $729.0K | 0.02% | +6,845+139.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,665 | $724.5K | 0.01% | +33+0.3% | Added |
| Nomura Holdings Inc | 11,566 | $718.4K | 0.00% | −501−4.2% | Reduced |
| Jones Financial Companies LLLP | 11,741 | $718.3K | 0.00% | +5,826+98.5% | Added |
| Coldstream Capital Management Inc | 11,181 | $694.4K | 0.01% | +1,307+13.2% | Added |
| Armstrong Advisory Group, Inc | 12,087 | $694.2K | 0.06% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 11,149 | $692.0K | 0.16% | +11,149 | New |
| Tokio Marine Asset Management Co Ltd | 11,072 | $687.7K | 0.02% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 11,070 | $687.6K | 0.02% | +1,210+12.3% | Added |
| Greenleaf Trust | 11,045 | $686.0K | 0.01% | +2,880+35.3% | Added |
| Gotham Asset Management, LLC | 11,001 | $683.3K | 0.01% | +7,271+194.9% | Added |
| Centerpoint Advisors, LLC | 10,983 | $682.0K | 0.25% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,904 | $677.3K | 0.02% | +6,783+164.6% | Added |
| QRG Capital Management, Inc. | 10,843 | $673.5K | 0.01% | +1,035+10.6% | Added |
| Navellier & Associates Inc | 11,330 | $671.8K | 0.09% | +11,330 | New |
| SlateStone Wealth, LLC | 10,806 | $671.0K | 0.07% | +10,806 | New |
| Global X Japan Co., Ltd. | 10,750 | $667.7K | 0.08% | +10,750 | New |
| J.W. Cole Advisors, Inc. | 10,739 | $667.0K | 0.02% | +5,936+123.6% | Added |
| Sowa Financial Group, Inc. | 10,700 | $665.0K | 0.44% | +130+1.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,669 | $662.7K | 0.05% | +10,669 | New |
| Y-Intercept (Hong Kong) Ltd | 10,497 | $652.0K | 0.04% | +10,497 | New |
| Shell Asset Management Co | 10,483 | $651.0K | 0.03% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 10,363 | $643.6K | 0.01% | −8,326−44.6% | Reduced |
| Modern Wealth Management, LLC | 10,352 | $643.0K | 0.02% | +83+0.8% | Added |
| Blueshift Asset Management, LLC | 10,279 | $638.4K | 0.25% | +491+5.0% | Added |
| Paradigm Financial Partners, LLC | 10,218 | $634.6K | 0.08% | −1,360−11.7% | Reduced |
| Jane Street Group, LLC | 10,182 | $632.4K | 0.00% | −4,728−31.7% | Reduced |
| Evergreen Capital Management LLC | 10,167 | $631.5K | 0.02% | +2,279+28.9% | Added |
| Rockefeller Capital Management L.P. | 10,117 | $628.5K | 0.00% | +68+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,019 | $622.3K | 0.08% | +8+0.1% | Added |
| Amica Mutual Insurance Co | 9,930 | $617.0K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 9,930 | $616.8K | 0.20% | −6,020−37.7% | Reduced |
| Regions Financial Corp | 9,868 | $612.9K | 0.00% | −50−0.5% | Reduced |
| Squarepoint Ops LLC | 9,850 | $611.8K | 0.00% | −286,976−96.7% | Reduced |
| V-Square Quantitative Management LLC | 9,803 | $608.9K | 0.09% | +528+5.7% | Added |
| Apollon Wealth Management, LLC | 9,642 | $598.8K | 0.01% | +330+3.5% | Added |
| 111 Capital | 9,465 | $587.9K | 0.11% | +9,465 | New |
| Bahl & Gaynor Inc | 9,447 | $586.8K | 0.00% | −1,125−10.6% | Reduced |
| Heritage Financial Services, LLC | 9,432 | $585.8K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 9,382 | $582.7K | 0.00% | +251+2.7% | Added |
| Claro Advisors LLC | 9,354 | $581.0K | 0.08% | −103−1.1% | Reduced |
| Live Oak Private Wealth LLC | 9,230 | $573.3K | 0.09% | 00.0% | Unchanged |
| Tableaux LLC | 9,218 | $572.5K | 0.41% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 9,142 | $567.8K | 0.01% | +430+4.9% | Added |
| Central Pacific Bank - Trust Division | 9,000 | $559.0K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,910 | $558.2K | 0.11% | +283+2.9% | Added |
| Keybank National Association | 8,919 | $554.0K | 0.00% | −171−1.9% | Reduced |
| SG Americas Securities, LLC | 8,897 | $553.0K | 0.00% | −2,480−21.8% | Reduced |
| New England Capital Financial Advisors LLC | 8,840 | $549.1K | 0.28% | +343+4.0% | Added |
| Allworth Financial LP | 9,346 | $547.0K | 0.00% | +61+0.7% | Added |
| Hilltop Holdings Inc. | 8,774 | $544.9K | 0.03% | +2,750+45.7% | Added |
| Valmark Advisers, Inc. | 8,715 | $541.3K | 0.01% | −130−1.5% | Reduced |
| Finer Wealth Management, Inc. | 8,712 | $541.1K | 0.32% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,654 | $537.5K | 0.01% | +83+1.0% | Added |
| Glenview Trust Co | 8,577 | $532.7K | 0.01% | +718+9.1% | Added |
| Savant Capital, LLC | 8,572 | $532.4K | 0.00% | −3,630−29.7% | Reduced |
| Spire Wealth Management | 8,463 | $525.6K | 0.02% | +4,434+110.1% | Added |
| My Legacy Advisors, LLC | 8,436 | $524.0K | 0.20% | +472+5.9% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,395 | $521.4K | 0.08% | +1,477+21.4% | Added |
| United Services Automobile Association | 8,502 | $519.6K | 0.02% | +8,502 | New |
| NorthRock Partners, LLC | 8,283 | $514.4K | 0.02% | +105+1.3% | Added |
| Merit Financial Group, LLC | 8,243 | $512.0K | 0.01% | +2,112+34.4% | Added |
| Campbell & CO Investment Adviser LLC | 8,224 | $510.8K | 0.04% | +3,364+69.2% | Added |
| GWN Securities Inc. | 8,198 | $503.9K | 0.03% | +8,198 | New |
| Meeder Advisory Services, Inc. | 8,101 | $503.2K | 0.03% | +824+11.3% | Added |
| Tiaa Trust, National Association | 8,101 | $503.2K | 0.00% | +948+13.3% | Added |
| Baker Ellis Asset Management LLC | 8,097 | $502.9K | 0.07% | −312−3.7% | Reduced |
| Gen-Wealth Partners Inc | 7,992 | $496.4K | 0.21% | +7,920+11,000.0% | Added |
| Chatham Capital Group, Inc. | 7,981 | $495.7K | 0.08% | −66−0.8% | Reduced |
| Howard Capital Management Inc. | 7,830 | $486.3K | 0.01% | +7,830 | New |
| Grimes & Company, Inc. | 7,806 | $484.8K | 0.01% | +54+0.7% | Added |
| Fiduciary Trust Co | 7,800 | $484.5K | 0.01% | −956−10.9% | Reduced |
| Everett Harris & Co | 7,700 | $478.2K | 0.01% | −393−4.9% | Reduced |
| MONECO Advisors, LLC | 7,647 | $475.0K | 0.05% | −4−0.1% | Reduced |
| Huber Capital Management LLC | 7,629 | $473.8K | 0.09% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,584 | $471.0K | 0.00% | −604−7.4% | Reduced |
| Valley Brook Capital Group | 7,528 | $467.6K | 0.37% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 7,526 | $467.4K | 0.33% | +7,526 | New |
| Hills Bank & Trust Co | 7,490 | $465.2K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 7,468 | $463.8K | 0.02% | −6,202−45.4% | Reduced |
| Abel Hall, LLC | 7,395 | $459.3K | 0.28% | +3,081+71.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,385 | $458.7K | 0.02% | +378+5.4% | Added |
| Code Waechter LLC | 7,331 | $455.0K | 0.37% | −8,275−53.0% | Reduced |
| BKD Wealth Advisors, LLC | 7,272 | $451.7K | 0.01% | +1,109+18.0% | Added |
| Prosperity Wealth Management, Inc. | 7,247 | $450.1K | 0.21% | +397+5.8% | Added |
| Welch & Forbes LLC | 7,158 | $444.6K | 0.01% | −645−8.3% | Reduced |
| Daymark Wealth Partners, LLC | 7,011 | $435.5K | 0.02% | −595−7.8% | Reduced |
| Belpointe Asset Management LLC | 6,993 | $434.4K | 0.02% | +284+4.2% | Added |
| Bessemer Group Inc | 6,971 | $433.0K | 0.00% | −7,364−51.4% | Reduced |