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 |
|---|---|---|---|---|---|
| Revisor Wealth Management LLC | 3,967 | $246.4K | 0.11% | +3,967 | New |
| Kingsview Wealth Management, LLC | 3,942 | $244.9K | 0.00% | +71+1.8% | Added |
| Melfa Wealth Management, LLC | 3,941 | $244.8K | 0.17% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,929 | $244.0K | 0.03% | +132+3.5% | Added |
| Central Trust Co | 3,918 | $243.3K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,891 | $241.7K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,864 | $240.0K | 0.02% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 3,857 | $239.6K | 0.00% | −25,020−86.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,854 | $239.4K | 0.18% | +3,854 | New |
| National Asset Management, Inc. | 3,848 | $239.0K | 0.01% | −1,084−22.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,846 | $238.9K | 0.07% | +5+0.1% | Added |
| SageView Advisory Group, LLC | 3,842 | $238.6K | 0.01% | −170−4.2% | Reduced |
| Mindset Wealth Management, LLC | 3,836 | $238.2K | 0.09% | −3,584−48.3% | Reduced |
| Simon Quick Advisors, LLC | 3,828 | $237.8K | 0.01% | +3,828 | New |
| EverSource Wealth Advisors, LLC | 3,815 | $237.0K | 0.01% | +1,434+60.2% | Added |
| Prospera Financial Services Inc | 3,812 | $236.9K | 0.01% | −56−1.4% | Reduced |
| Catalyst Financial Partners LLC | 3,774 | $234.4K | 0.04% | +43+1.2% | Added |
| Cigna Investments Inc | 3,724 | $231.0K | 0.04% | +66+1.8% | Added |
| Thomasville National Bank | 3,711 | $230.5K | 0.02% | +25+0.7% | Added |
| Apella Capital, LLC | 4,079 | $229.7K | 0.01% | +389+10.5% | Added |
| Davenport & Co LLC | 3,693 | $229.3K | 0.00% | −131−3.4% | Reduced |
| PDS Planning, Inc | 3,667 | $227.8K | 0.02% | +3,667 | New |
| Whittier Trust Co | 3,646 | $226.4K | 0.00% | −4,086−52.8% | Reduced |
| Walleye Capital LLC | 3,627 | $225.3K | 0.00% | +1,254+52.8% | Added |
| Berkshire Bank | 3,610 | $224.2K | 0.05% | −390−9.8% | Reduced |
| LGT Group Foundation | 3,585 | $222.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,570 | $221.7K | 0.01% | −10,306−74.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,542 | $220.0K | 0.01% | −41−1.1% | Reduced |
| Cadence Wealth Management LLC | 3,521 | $218.7K | 0.16% | 00.0% | Unchanged |
| FC Advisory LLC | 3,520 | $218.6K | 0.07% | +3,520 | New |
| Cerro Pacific Wealth Advisors LLC | 3,799 | $218.2K | 0.07% | −476−11.1% | Reduced |
| Axxcess Wealth Management, LLC | 3,496 | $217.1K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,467 | $215.3K | 0.02% | +3,467 | New |
| RFG Advisory, LLC | 3,456 | $214.6K | 0.01% | +3,456 | New |
| Sterling Financial Planning, Inc. | 3,452 | $214.4K | 0.08% | +3,452 | New |
| Pine Haven Investment Counsel, Inc | 3,451 | $214.3K | 0.18% | +3,451 | New |
| Miracle Mile Advisors, LLC | 3,352 | $208.2K | 0.00% | +3,352 | New |
| Financial Engines Advisors L.L.C. | 3,332 | $207.0K | 0.00% | +3,332 | New |
| Cidel Asset Management Inc | 3,327 | $206.6K | 0.01% | +3,327 | New |
| McKinley Carter Wealth Services, Inc. | 3,314 | $205.8K | 0.01% | +3,314 | New |
| Mather Group, LLC. | 3,291 | $204.4K | 0.00% | +459+16.2% | Added |
| Citizens Financial Group Inc | 3,276 | $203.5K | 0.00% | +3,276 | New |
| Versor Investments LP | 3,255 | $202.2K | 0.03% | −9,045−73.5% | Reduced |
| Chicago Partners Investment Group LLC | 3,245 | $202.0K | 0.01% | +3,245 | New |
| MQS Management LLC | 3,252 | $202.0K | 0.12% | +3,252 | New |
| Summitry LLC | 3,244 | $201.5K | 0.01% | +3,244 | New |
| Graham Capital Management, L.P. | 3,227 | $200.4K | 0.01% | +3,227 | New |
| Sandy Spring Bank | 3,107 | $193.0K | 0.01% | +16+0.5% | Added |
| MAI Capital Management | 2,896 | $179.8K | 0.00% | +263+10.0% | Added |
| Ronald Blue Trust, Inc. | 2,842 | $176.5K | 0.00% | +166+6.2% | Added |
| Continuum Advisory, LLC | 2,725 | $169.3K | 0.02% | −10−0.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,666 | $165.6K | 0.05% | +350+15.1% | Added |
| Albion Financial Group | 2,644 | $164.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,614 | $162.4K | 0.02% | −523−16.7% | Reduced |
| CX Institutional | 2,615 | $162.0K | 0.01% | +2,615 | New |
| NBT Bank N A | 2,600 | $161.5K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $161.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,570 | $160.0K | 0.11% | +2,306+873.5% | Added |
| Private Wealth Asset Management, LLC | 2,516 | $156.3K | 0.02% | +2,516 | New |
| Trust Co of Vermont | 2,504 | $155.5K | 0.01% | −1,393−35.7% | Reduced |
| Boston Private Wealth LLC | 2,464 | $153.0K | 0.01% | +2,464 | New |
| Washington Trust Co | 2,410 | $149.7K | 0.01% | +1,985+467.1% | Added |
| NBC Securities, Inc. | 2,400 | $149.0K | 0.01% | +2,398+119,900.0% | Added |
| Medallion Wealth Advisors, LLC | 2,381 | $147.9K | 0.07% | +184+8.4% | Added |
| ORG Wealth Partners, LLC | 2,378 | $147.6K | 0.05% | +950+66.5% | Added |
| Y.D. More Investments Ltd | 2,362 | $146.7K | 0.01% | +286+13.8% | Added |
| Montag A & Associates Inc | 2,200 | $136.6K | 0.01% | −50−2.2% | Reduced |
| South State Corp. | 2,153 | $133.7K | 0.01% | +536+33.1% | Added |
| Richardson Financial Services Inc. | 2,072 | $128.7K | 0.10% | −33−1.6% | Reduced |
| Quarry LP | 2,050 | $127.3K | 0.03% | +1,217+146.1% | Added |
| Centaurus Financial, Inc. | 2,043 | $127.0K | 0.01% | −3−0.1% | Reduced |
| Smartleaf Asset Management LLC | 2,007 | $122.7K | 0.01% | −130−6.1% | Reduced |
| Principal Securities, Inc. | 2,093 | $120.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,915 | $119.0K | 0.01% | −1−0.1% | Reduced |
| Parkside Financial Bank & Trust | 1,904 | $118.3K | 0.02% | −87−4.4% | Reduced |
| Hughes Financial Services, LLC | 1,862 | $115.6K | 0.02% | +1,862 | New |
| Ci Investments Inc. | 1,835 | $114.0K | 0.00% | −79−4.1% | Reduced |
| Geneos Wealth Management Inc. | 1,811 | $112.5K | 0.00% | +314+21.0% | Added |
| Center for Financial Planning, Inc. | 1,803 | $112.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,770 | $109.9K | 0.00% | +429+32.0% | Added |
| IFP Advisors, Inc | 1,709 | $106.1K | 0.00% | −2,328−57.7% | Reduced |
| Hexagon Capital Partners LLC | 1,701 | $105.6K | 0.02% | +157+10.2% | Added |
| Federated Hermes, Inc. | 1,681 | $104.4K | 0.00% | −34−2.0% | Reduced |
| Smithfield Trust Co | 1,673 | $104.0K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,663 | $103.3K | 0.03% | +1,663 | New |
| SRS Capital Advisors, Inc. | 1,555 | $96.6K | 0.01% | −1,539−49.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,528 | $94.9K | 0.00% | −327−17.6% | Reduced |
| Vision Financial Markets LLC | 1,506 | $93.5K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,494 | $92.8K | 0.01% | −206−12.1% | Reduced |
| Crews Bank & Trust | 1,482 | $92.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,497 | $92.0K | 0.00% | +801+115.1% | Added |
| PSI Advisors, LLC | 1,481 | $92.0K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,475 | $91.6K | 0.01% | +1,475 | New |
| Flagship Wealth Advisors, LLC | 1,441 | $89.5K | 0.04% | +448+45.1% | Added |
| TD Private Client Wealth LLC | 1,373 | $85.3K | 0.00% | −26−1.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $81.5K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,253 | $77.8K | 0.04% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,249 | $77.6K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,217 | $76.0K | 0.01% | +23+1.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,222 | $75.9K | 0.03% | +1+0.1% | Added |