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 |
|---|---|---|---|---|---|
| City State Bank | 187 | $11.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 181 | $11.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 172 | $10.7K | 0.00% | +172 | New |
| Hemington Wealth Management | 176 | $10.0K | 0.00% | +108+158.8% | Added |
| Midwest Capital Advisors, LLC | 155 | $9.63K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 155 | $9.63K | 0.00% | +151+3,775.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 149 | $9.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 149 | $9.26K | 0.00% | +64+75.3% | Added |
| Saudi Central Bank | 144 | $8.94K | 0.05% | +144 | New |
| Fourth Dimension Wealth, LLC | 142 | $8.82K | 0.00% | +142 | Added |
| Pingora Partners LLC | 140 | $8.70K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 131 | $8.14K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $7.76K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 120 | $7.45K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 119 | $7.39K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $7.33K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 117 | $7.27K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 115 | $7.14K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 113 | $7.02K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 112 | $6.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 111 | $6.91K | 0.00% | −63−36.2% | Reduced |
| High Note Wealth, LLC | 109 | $6.77K | 0.00% | +29+36.3% | Added |
| WealthCollab, LLC | 100 | $6.21K | 0.00% | −50−33.3% | Reduced |
| Lavaca Capital LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 96 | $5.96K | 0.00% | −1−1.0% | Reduced |
| True Wealth Design, LLC | 95 | $5.89K | 0.00% | +71+295.8% | Added |
| Grove Bank & Trust | 94 | $5.84K | 0.00% | −1−1.1% | Reduced |
| Dunhill Financial, LLC | 89 | $5.50K | 0.00% | −6−6.3% | Reduced |
| Bernard Wealth Management Corp. | 85 | $5.28K | 0.00% | +85 | New |
| Bell Investment Advisors, Inc | 83 | $5.16K | 0.00% | −8−8.8% | Reduced |
| Pin Oak Investment Advisors Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 75 | $4.66K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 73 | $4.54K | 0.00% | −24−24.7% | Reduced |
| Lowe Wealth Advisors, LLC | 72 | $4.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $4.41K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 68 | $4.22K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 67 | $4.16K | 0.00% | −53−44.2% | Reduced |
| Parvin Asset Management, LLC | 67 | $4.16K | 0.00% | +67 | New |
| Whittier Trust Co of Nevada Inc | 65 | $4.04K | 0.00% | −1,539−95.9% | Reduced |
| SBI Securities Co., Ltd. | 64 | $3.98K | 0.00% | −1−1.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 62 | $3.85K | 0.01% | +62 | New |
| Beacon Capital Management, LLC | 55 | $3.41K | 0.00% | +1+1.9% | Added |
| Sunbelt Securities, Inc. | 46 | $2.88K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 46 | $2.86K | 0.00% | −10−17.9% | Reduced |
| Provenance Wealth Advisors, LLC | 45 | $2.79K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 43 | $2.67K | 0.00% | +43 | New |
| Winch Advisory Services, LLC | 43 | $2.67K | 0.00% | +1+2.4% | Added |
| WealthTrak Capital Management LLC | 40 | $2.48K | 0.00% | +30+300.0% | Added |
| Pacifica Partners Inc. | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $2.43K | 0.00% | +21+100.0% | Added |
| Ancora Advisors, LLC | 37 | $2.30K | 0.00% | +6+19.4% | Added |
| DiNuzzo Private Wealth, Inc. | 35 | $2.17K | 0.00% | +11+45.8% | Added |
| Financial Management Professionals, Inc. | 30 | $1.86K | 0.00% | +22+275.0% | Added |
| Carolinas Wealth Consulting LLC | 28 | $1.74K | 0.00% | −18−39.1% | Reduced |
| TCTC Holdings, LLC | 27 | $1.68K | 0.00% | −179−86.9% | Reduced |
| Clark Wealth Partners | 27 | $1.68K | 0.00% | −1−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $1.66K | 0.00% | −62−69.7% | Reduced |
| MCF Advisors LLC | 26 | $1.61K | 0.00% | −107−80.5% | Reduced |
| Global Financial Private Client, LLC | 26 | $1.61K | 0.00% | +19+271.4% | Added |
| TD Capital Management LLC | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $1.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $1.49K | 0.00% | +14+140.0% | Added |
| Friedenthal Financial | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 18 | $1.06K | 0.00% | +18 | New |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | −927−96.9% | Reduced |
| Rialto Wealth Management, LLC | 16 | $994 | 0.00% | +16 | New |
| Osterweis Capital Management Inc | 15 | $932 | 0.00% | +15 | New |
| Binnacle Investments Inc | 15 | $932 | 0.00% | +15 | New |
| NVWM, LLC | 14 | $870 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13 | $800 | 0.00% | +13 | New |
| TFC Financial Management | 12 | $746 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 12 | $745 | 0.00% | −7−36.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 11 | $683 | 0.00% | +11 | New |
| Strengthening Families & Communities, LLC | 10 | $621 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 9 | $559 | 0.00% | −496−98.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $496 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 7 | $435 | 0.00% | +1+16.7% | Added |
| Principia Wealth Advisory, LLC | 7 | $394 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $336 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $249 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $186 | 0.00% | −1,243−99.8% | Reduced |
| Valued Wealth Advisors LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $124 | 0.00% | −110−98.2% | Reduced |
| Transce3nd, LLC | 2 | $124 | 0.00% | −39−95.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,312 | $0 | 0.00% | +1,312 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −9,381−100.0% | Sold out |
| ClearBridge Investments Ltd | 0 | $0 | 0.00% | −1,469,123−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −410,872−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −270,834−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −246,328−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −99,303−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −95,500−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −88,171−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −75,644−100.0% | Sold out |