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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 6,927 | $430.2K | 0.13% | +3,048+78.6% | Added |
| Crestwood Advisors Group LLC | 6,903 | $428.7K | 0.01% | −71−1.0% | Reduced |
| GAMMA Investing LLC | 6,831 | $424.3K | 0.03% | +1,333+24.2% | Added |
| Old North State Wealth Management, LLC | 6,813 | $423.6K | 0.24% | +1,761+34.9% | Added |
| J. Safra Sarasin Holding AG | 6,802 | $422.5K | 0.01% | +6,802 | New |
| Aptus Capital Advisors, LLC | 6,789 | $421.6K | 0.00% | +50+0.7% | Added |
| Nwam LLC | 6,783 | $421.3K | 0.04% | +2,621+63.0% | Added |
| Sachetta, LLC | 6,761 | $419.9K | 0.17% | −12−0.2% | Reduced |
| Huntington National Bank | 6,677 | $414.7K | 0.00% | +1,486+28.6% | Added |
| Leslie Global Wealth, LLC | 6,558 | $407.3K | 0.20% | +30.0% | Added |
| Everence Capital Management Inc | 6,530 | $406.0K | 0.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 6,492 | $403.2K | 0.05% | +1,082+20.0% | Added |
| Seeds Investor LLC | 6,485 | $402.8K | 0.11% | +488+8.1% | Added |
| Tudor Investment Corp Et Al | 6,428 | $399.2K | 0.00% | −89,883−93.3% | Reduced |
| Csenge Advisory Group | 6,892 | $395.9K | 0.02% | +697+11.3% | Added |
| Verity & Verity, LLC | 6,332 | $393.3K | 0.03% | −6,627−51.1% | Reduced |
| Savior LLC | 6,150 | $382.0K | 2.30% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 6,135 | $381.0K | 0.02% | −88−1.4% | Reduced |
| Fisher Asset Management, LLC | 6,122 | $380.3K | 0.00% | +312+5.4% | Added |
| Lazard Asset Management LLC | 6,119 | $379.0K | 0.00% | +6,119 | New |
| Modera Wealth Management, LLC | 6,063 | $376.6K | 0.01% | −97−1.6% | Reduced |
| Avidian Wealth Solutions, LLC | 6,003 | $372.8K | 0.02% | +6,003 | New |
| Congress Wealth Management LLC | 5,980 | $371.2K | 0.00% | +298+5.2% | Added |
| Flputnam Investment Management Co | 5,971 | $370.9K | 0.01% | +1,963+49.0% | Added |
| Atomi Financial Group, Inc. | 5,956 | $370.0K | 0.02% | −379−6.0% | Reduced |
| KCM Investment Advisors LLC | 5,942 | $369.1K | 0.01% | −50−0.8% | Reduced |
| Ballentine Partners, LLC | 5,934 | $368.6K | 0.01% | +277+4.9% | Added |
| Welch Group, LLC | 5,936 | $362.8K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,834 | $362.3K | 0.05% | +8+0.1% | Added |
| Stratos Wealth Partners, LTD. | 5,830 | $362.2K | 0.01% | −1,547−21.0% | Reduced |
| RSM US Wealth Management LLC | 5,831 | $362.2K | 0.01% | +616+11.8% | Added |
| Midwest Professional Planners, LTD. | 5,791 | $359.7K | 0.11% | −117−2.0% | Reduced |
| Wedbush Securities Inc | 5,782 | $359.0K | 0.01% | −742−11.4% | Reduced |
| Kelly Financial Group LLC | 5,724 | $355.5K | 0.11% | +45+0.8% | Added |
| Advisor OS, LLC | 5,694 | $353.6K | 0.04% | +232+4.2% | Added |
| Blue Fin Capital, Inc. | 5,681 | $352.8K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,674 | $352.4K | 0.00% | −276−4.6% | Reduced |
| Prossimo Advisors, LLC | 5,600 | $348.0K | 0.26% | +15+0.3% | Added |
| Bensler, LLC | 5,560 | $345.3K | 0.04% | −8−0.1% | Reduced |
| McIlrath & Eck, LLC | 5,519 | $342.8K | 0.04% | +5,461+9,415.5% | Added |
| Alpha Family Trust | 5,440 | $337.9K | 0.20% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $337.6K | 0.20% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,434 | $337.5K | 0.01% | −431−7.3% | Reduced |
| Advisors Capital Management, LLC | 5,420 | $336.7K | 0.01% | −5,597−50.8% | Reduced |
| Barry Investment Advisors, LLC | 5,411 | $336.1K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,373 | $333.8K | 0.00% | +5,373 | New |
| Horizon Investments, LLC | 5,262 | $326.8K | 0.01% | +373+7.6% | Added |
| Thrive Wealth Management, LLC | 5,256 | $326.4K | 0.06% | +5,256 | New |
| 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 |
| Pitcairn Co | 5,217 | $324.0K | 0.02% | −543−9.4% | Reduced |
| MBB Public Markets I LLC | 5,181 | $321.8K | 0.04% | +5,181 | New |
| Bryn Mawr Trust Co | 5,036 | $312.8K | 0.01% | +184+3.8% | Added |
| EntryPoint Capital, LLC | 5,033 | $312.6K | 0.14% | +5,033 | New |
| Wells Trecaso Financial Group, LLC | 4,972 | $308.8K | 0.10% | +50+1.0% | Added |
| Frank, Rimerman Advisors LLC | 4,969 | $308.6K | 0.02% | +1,019+25.8% | Added |
| Coastal Bridge Advisors, LLC | 4,965 | $308.4K | 0.04% | +4,965 | New |
| Spinnaker Trust | 4,915 | $305.3K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,883 | $303.3K | 0.02% | +158+3.3% | Added |
| Parallel Advisors, LLC | 4,863 | $302.1K | 0.01% | −59−1.2% | Reduced |
| Destination Wealth Management | 4,836 | $300.4K | 0.01% | −164−3.3% | Reduced |
| MJP Associates Inc | 4,789 | $297.4K | 0.05% | −46−1.0% | Reduced |
| Jump Financial, LLC | 4,704 | $292.2K | 0.00% | −9,946−67.9% | Reduced |
| Perigon Wealth Management, LLC | 4,676 | $290.4K | 0.01% | +74+1.6% | Added |
| Beaumont Financial Advisors, LLC | 4,639 | $288.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,623 | $287.1K | 0.01% | +2,374+105.6% | Added |
| Oxler Private Wealth LLC | 4,618 | $286.9K | 0.10% | +46+1.0% | Added |
| Trueblood Wealth Management, LLC | 4,562 | $283.3K | 0.13% | +66+1.5% | Added |
| Shore Point Advisors, LLC | 4,542 | $282.1K | 0.15% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 4,522 | $281.0K | 0.24% | −23,612−83.9% | Reduced |
| Integrity Alliance, LLC. | 4,512 | $280.2K | 0.01% | +4,512 | New |
| SC&H Financial Advisors, Inc. | 4,511 | $280.2K | 0.06% | −1,005−18.2% | Reduced |
| CFS Investment Advisory Services, LLC | 4,503 | $280.0K | 0.02% | −408−8.3% | Reduced |
| Atria Wealth Solutions, Inc. | 4,490 | $278.9K | 0.00% | +4,490 | New |
| Charter Trust Co | 4,465 | $277.3K | 0.02% | −125−2.7% | Reduced |
| Grace & White Inc | 4,418 | $274.4K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,412 | $274.0K | 0.01% | +232+5.6% | Added |
| Boothbay Fund Management, LLC | 4,408 | $273.8K | 0.01% | +4,408 | New |
| Cable Hill Partners, LLC | 4,562 | $271.3K | 0.03% | −1,626−26.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,358 | $270.7K | 0.01% | +4,358 | New |
| Pensionmark Financial Group, LLC | 4,357 | $270.6K | 0.01% | +10.0% | Added |
| Stablepoint Partners, LLC | 4,324 | $268.6K | 0.05% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 4,321 | $268.4K | 0.10% | −18−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,283 | $266.0K | 0.02% | +543+14.5% | Added |
| IHT Wealth Management, LLC | 4,257 | $264.4K | 0.01% | −109−2.5% | Reduced |
| Formidable Asset Management, LLC | 4,252 | $264.1K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,250 | $264.0K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 4,245 | $263.7K | 0.10% | +4,245 | New |
| HighPoint Advisor Group LLC | 4,407 | $261.9K | 0.02% | +45+1.0% | Added |
| Beirne Wealth Consulting Services, LLC | 4,197 | $260.7K | 0.09% | −45−1.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,190 | $260.2K | 0.13% | +223+5.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,171 | $259.1K | 0.01% | −1,100−20.9% | Reduced |
| Hamilton Capital, LLC | 4,102 | $254.8K | 0.02% | +358+9.6% | Added |
| Sterling Investment Counsel, LLC | 4,100 | $254.7K | 0.09% | +190+4.9% | Added |
| Fiduciary Financial Group, LLC | 4,525 | $252.0K | 0.05% | +4,525 | New |
| Graypoint LLC | 4,056 | $251.9K | 0.02% | +114+2.9% | Added |
| Sherbrooke Park Advisers LLC | 4,046 | $251.3K | 0.12% | −5,134−55.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,033 | $250.5K | 0.27% | +4,033 | New |
| Cascade Financial Partners, LLC | 4,021 | $249.7K | 0.03% | −500−11.1% | Reduced |
| Viking Fund Management LLC | 4,000 | $248.4K | 0.04% | 00.0% | Unchanged |