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, Q2 2025
Institutional positions in Eversource Energy as of Jun 30, 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
- 935
- +55 vs. Q1 2025
- Shares held
- 311.7M
- +7.06M (+2.3%) vs. Q1 2025
- Total value
- $19.8B
- +$913.4M (+4.8%) vs. Q1 2025
- New holders
- 132
- 384 more added
- Sold out
- 77
- 272 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Winthrop Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $127 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $191 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 3 | $193 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 4 | $255 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $318 | 0.00% | +5 | New |
| WPG Advisers, LLC | 6 | $382 | 0.00% | −61−91.0% | Reduced |
| LGT Financial Advisors LLC | 8 | $509 | 0.00% | +8 | New |
| Kestra Investment Management, LLC | 9 | $559 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9 | $573 | 0.00% | +9 | New |
| NVWM, LLC | 10 | $636 | 0.00% | −4−28.6% | Reduced |
| Parkworth Wealth Management, Inc. | 10 | $636 | 0.00% | +3+42.9% | Added |
| Principia Wealth Advisory, LLC | 12 | $763 | 0.00% | +5+71.4% | Added |
| Rialto Wealth Management, LLC | 12 | $764 | 0.00% | −4−25.0% | Reduced |
| YANKCOM Partnership | 12 | $764 | 0.00% | +12 | New |
| Total Investment Management Inc | 13 | $827 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 13 | $827 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $840 | 0.00% | −76−85.4% | Reduced |
| Walleye Capital LLC | 14 | $891 | 0.00% | −3,613−99.6% | Reduced |
| TFC Financial Management | 14 | $891 | 0.00% | +2+16.7% | Added |
| Strengthening Families & Communities, LLC | 14 | $894 | 0.00% | +4+40.0% | Added |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.02K | 0.00% | +8+100.0% | Added |
| Activest Wealth Management | 16 | $1.02K | 0.00% | −27−62.8% | Reduced |
| Clark Wealth Partners | 19 | $1.21K | 0.00% | −8−29.6% | Reduced |
| GFG Capital, LLC | 20 | $1.27K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $1.40K | 0.00% | −8−26.7% | Reduced |
| Dogwood Wealth Management LLC | 23 | $1.49K | 0.00% | +23 | New |
| Key Financial Inc | 24 | $1.53K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $1.53K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.59K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 27 | $1.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.04K | 0.00% | −117−78.5% | Reduced |
| Pacifica Partners Inc. | 34 | $2.15K | 0.00% | −6−15.0% | Reduced |
| Stone House Investment Management, LLC | 41 | $2.61K | 0.00% | +41 | New |
| Sunbelt Securities, Inc. | 46 | $2.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 43 | $2.74K | 0.00% | +8+22.9% | Added |
| Winch Advisory Services, LLC | 43 | $2.77K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 44 | $2.80K | 0.00% | +17+63.0% | Added |
| Provenance Wealth Advisors, LLC | 45 | $2.86K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 46 | $2.93K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 50 | $3.18K | 0.00% | +10+25.0% | Added |
| Solstein Capital, LLC | 54 | $3.44K | 0.00% | +54 | New |
| Beacon Capital Management, LLC | 56 | $3.53K | 0.00% | +1+1.8% | Added |
| Birchbrook, Inc. | 58 | $3.69K | 0.00% | +58 | New |
| Barnes Dennig Private Wealth Management LLC | 62 | $3.94K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 63 | $4.01K | 0.00% | −140−69.0% | Reduced |
| Silicon Valley Capital Partners | 64 | $4.07K | 0.00% | +64 | New |
| Kilter Group LLC | 65 | $4.14K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 68 | $4.33K | 0.00% | +47+223.8% | Added |
| SBI Securities Co., Ltd. | 69 | $4.39K | 0.00% | +5+7.8% | Added |
| Mid-American Wealth Advisory Group, Inc. | 70 | $4.45K | 0.00% | +70 | New |
| Raffa Wealth Management, LLC | 71 | $4.52K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 72 | $4.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 73 | $4.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $4.71K | 0.00% | −9−10.8% | Reduced |
| IMG Wealth Management, Inc. | 76 | $4.83K | 0.00% | +76 | New |
| Pin Oak Investment Advisors Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 79 | $5.03K | 0.00% | +79 | New |
| High Note Wealth, LLC | 83 | $5.28K | 0.00% | −26−23.9% | Reduced |
| Headlands Technologies LLC | 85 | $5.41K | 0.00% | +85 | New |
| Sierra Ocean, LLC | 89 | $5.66K | 0.00% | −145−62.0% | Reduced |
| Fourth Dimension Wealth, LLC | 92 | $5.85K | 0.00% | −50−35.2% | Reduced |
| Leonteq Securities AG | 94 | $5.98K | 0.00% | −410−81.3% | Reduced |
| Wood Tarver Financial Group, LLC | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 101 | $6.00K | 0.00% | +4+4.1% | Added |
| Lavaca Capital LLC | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $6.36K | 0.00% | +100 | New |
| Colonial Trust Co | 103 | $6.78K | 0.00% | −8−7.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 110 | $7.00K | 0.00% | +110 | New |
| Grove Bank & Trust | 112 | $7.13K | 0.00% | +18+19.1% | Added |
| Park Square Financial Group, LLC | 113 | $7.19K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 115 | $7.32K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 117 | $7.44K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $7.51K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 120 | $7.63K | 0.00% | −475−79.8% | Reduced |
| Traub Capital Management LLC | 122 | $7.76K | 0.01% | +122 | New |
| Robbins Farley LLC | 125 | $7.95K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 126 | $8.02K | 0.00% | +126 | New |
| Concord Wealth Partners | 128 | $8.14K | 0.00% | +128 | New |
| NewSquare Capital LLC | 129 | $8.21K | 0.00% | −26−16.8% | Reduced |
| LRI Investments, LLC | 131 | $8.33K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 146 | $9.42K | 0.00% | +146 | New |
| Midwest Capital Advisors, LLC | 155 | $9.86K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 150 | $10.0K | 0.00% | −1,067−87.7% | Reduced |
| Ameritas Advisory Services, LLC | 158 | $10.1K | 0.00% | +158 | New |
| Twin Peaks Wealth Advisors, LLC | 153 | $10.1K | 0.00% | +153 | New |
| Ameriflex Group, Inc. | 163 | $10.3K | 0.01% | +43+35.8% | Added |
| Paladin Advisory Group, LLC | 164 | $10.4K | 0.01% | −170−50.9% | Reduced |
| Chilton Capital Management LLC | 170 | $10.8K | 0.00% | −69−28.9% | Reduced |
| Pinnacle Bancorp, Inc. | 172 | $10.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 173 | $11.0K | 0.00% | +173 | New |
| Red Tortoise LLC | 181 | $11.5K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 187 | $11.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 187 | $11.9K | 0.00% | 00.0% | Unchanged |