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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,204 | $74.8K | 0.01% | −1,142−48.7% | Reduced |
| Nemes Rush Group LLC | 1,200 | $74.5K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,195 | $74.0K | 0.02% | −135−10.2% | Reduced |
| Quent Capital, LLC | 1,187 | $73.7K | 0.01% | −698−37.0% | Reduced |
| Rothschild Investment LLC | 1,139 | $70.7K | 0.00% | +41+3.7% | Added |
| Brown Brothers Harriman & Co | 1,131 | $70.2K | 0.00% | +46+4.2% | Added |
| Washington Trust Advisors, Inc. | 1,129 | $70.1K | 0.01% | −42−3.6% | Reduced |
| Walleye Trading LLC | 1,125 | $69.9K | 0.00% | +1,125 | New |
| FSA Wealth Management LLC | 1,105 | $68.6K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,091 | $68.0K | 0.00% | −3,234−74.8% | Reduced |
| First Community Trust NA | 1,080 | $67.1K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,026 | $63.7K | 0.00% | +329+47.2% | Added |
| Granite FO LLC | 1,000 | $62.1K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 992 | $62.0K | 0.09% | −177−15.1% | Reduced |
| Tortoise Investment Management, LLC | 990 | $61.5K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 984 | $61.1K | 0.02% | +3+0.3% | Added |
| Bullock Wealth Management Group | 956 | $59.4K | 0.03% | −149−13.5% | Reduced |
| Manchester Capital Management LLC | 955 | $59.3K | 0.01% | −132−12.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 924 | $57.4K | 0.01% | +148+19.1% | Added |
| City Holding Co | 885 | $55.0K | 0.01% | +885 | New |
| Jackson, Grant Investment Advisers, Inc. | 874 | $54.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 855 | $53.1K | 0.01% | +673+369.8% | Added |
| Farmers & Merchants Investments Inc | 850 | $52.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $52.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 829 | $51.5K | 0.03% | +254+44.2% | Added |
| Gould Capital, LLC | 800 | $49.7K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $49.7K | 0.00% | +113+16.4% | Added |
| Deseret Mutual Benefit Administrators | 785 | $48.8K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 785 | $48.7K | 0.01% | +58+8.0% | Added |
| Larson Financial Group LLC | 776 | $48.2K | 0.00% | +136+21.3% | Added |
| Zions Bancorporation, National Association | 748 | $46.5K | 0.00% | +748 | New |
| Perkins Coie Trust Co | 734 | $45.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 729 | $45.3K | 0.00% | +11+1.5% | Added |
| Glass Jacobson Investment Advisors llc | 787 | $45.2K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $44.0K | 0.09% | −58−7.6% | Reduced |
| HM Payson & Co | 700 | $43.5K | 0.00% | −872−55.5% | Reduced |
| Clearstead Advisors, LLC | 695 | $43.2K | 0.00% | +115+19.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 672 | $41.7K | 0.00% | −24−3.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $40.3K | 0.00% | −30−4.1% | Reduced |
| Umb Bank N A | 647 | $40.2K | 0.00% | −63−8.9% | Reduced |
| Loomis Sayles & Co L P | 647 | $40.0K | 0.00% | −346−34.8% | Reduced |
| Broadwater Capital Management LLC | 620 | $38.5K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 617 | $38.3K | 0.02% | +600+3,529.4% | Added |
| Bangor Savings Bank | 604 | $37.5K | 0.00% | −249−29.2% | Reduced |
| Kiker Wealth Management, LLC | 600 | $37.3K | 0.03% | +600 | New |
| Pinney & Scofield, Inc. | 580 | $36.0K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $35.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 574 | $35.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 566 | $35.2K | 0.00% | +6+1.1% | Added |
| Rossby Financial, LCC | 595 | $34.4K | 0.01% | +595 | New |
| Salem Investment Counselors Inc | 545 | $33.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 523 | $32.0K | 0.00% | +523 | New |
| Webster Bank, N. A. | 500 | $31.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $31.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 504 | $31.0K | 0.00% | −1,524−75.1% | Reduced |
| Sawyer & Company, Inc | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $30.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 482 | $29.9K | 0.00% | −28−5.5% | Reduced |
| West Branch Capital LLC | 478 | $29.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 467 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 462 | $28.7K | 0.00% | +8+1.8% | Added |
| Piscataqua Savings Bank | 450 | $27.9K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 396 | $24.6K | 0.00% | −8,992−95.8% | Reduced |
| HFM Investment Advisors, LLC | 370 | $23.0K | 0.01% | +370 | New |
| Ogorek Anthony Joseph | 357 | $22.0K | 0.01% | +357 | New |
| Paladin Advisory Group, LLC | 334 | $20.7K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 323 | $20.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $19.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 305 | $18.9K | 0.01% | −1−0.3% | Reduced |
| Chesapeake Asset Management LLC | 305 | $18.9K | 0.02% | −95−23.8% | Reduced |
| Harbour Investments, Inc. | 300 | $18.6K | 0.00% | −48−13.8% | Reduced |
| Delta Asset Management LLC | 300 | $18.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 293 | $18.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 289 | $18.0K | 0.01% | −387−57.2% | Reduced |
| Gleason Group, Inc. | 287 | $17.9K | 0.00% | +3+1.1% | Added |
| Garde Capital, Inc. | 283 | $17.6K | 0.00% | +283 | New |
| Bruce G. Allen Investments, LLC | 280 | $17.4K | 0.01% | +19+7.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 266 | $16.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 262 | $16.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 250 | $15.6K | 0.00% | +2+0.8% | Added |
| Anchor Investment Management, LLC | 246 | $15.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 246 | $15.3K | 0.00% | +8+3.4% | Added |
| GW&K Investment Management, LLC | 241 | $15.0K | 0.00% | −10−4.0% | Reduced |
| Chilton Capital Management LLC | 239 | $14.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 236 | $14.6K | 0.01% | −149−38.7% | Reduced |
| Sierra Ocean, LLC | 234 | $14.5K | 0.01% | +145+162.9% | Added |
| BankPlus Trust Department | 232 | $14.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 224 | $13.9K | 0.00% | +6+2.8% | Added |
| Atticus Wealth Management, LLC | 220 | $13.7K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 218 | $13.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 213 | $13.2K | 0.00% | −647−75.2% | Reduced |
| Financial Perspectives, Inc | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 203 | $12.6K | 0.00% | +203 | New |
| ESL Trust Services, LLC | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $12.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 194 | $12.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 187 | $11.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 189 | $11.7K | 0.00% | −421−69.0% | Reduced |