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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 194 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 189 | $12.0K | 0.00% | +40+26.8% | Added |
| North Star Investment Management Corp. | 197 | $12.5K | 0.00% | +6+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 198 | $12.6K | 0.00% | +198 | New |
| Investors Research Corp | 199 | $12.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $12.7K | 0.00% | −20−9.1% | Reduced |
| ESL Trust Services, LLC | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $13.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 214 | $13.6K | 0.00% | −10−4.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 214 | $13.6K | 0.00% | +203+1,845.5% | Added |
| Essential Partners LLC | 219 | $13.9K | 0.01% | +219 | New |
| Whittier Trust Co of Nevada Inc | 229 | $14.6K | 0.00% | +164+252.3% | Added |
| BankPlus Trust Department | 232 | $14.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 238 | $15.1K | 0.01% | +2+0.8% | Added |
| Colonial Trust Advisors | 243 | $15.5K | 0.00% | −50−17.1% | Reduced |
| Clear Street Markets LLC | 247 | $15.7K | 0.01% | +247 | New |
| Private Wealth Management Group, LLC | 250 | $15.9K | 0.01% | −55−18.0% | Reduced |
| Hemington Wealth Management | 257 | $16.0K | 0.00% | +81+46.0% | Added |
| Golden State Wealth Management, LLC | 252 | $16.0K | 0.00% | +2+0.8% | Added |
| Bruce G. Allen Investments, LLC | 261 | $16.6K | 0.01% | −19−6.8% | Reduced |
| First Command Advisory Services, Inc. | 262 | $16.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 266 | $16.9K | 0.00% | −482−64.4% | Reduced |
| Johnson Financial Group, Inc. | 268 | $17.1K | 0.00% | +268 | New |
| GPS Wealth Strategies Group, LLC | 277 | $17.6K | 0.00% | +277 | New |
| GW&K Investment Management, LLC | 290 | $18.0K | 0.00% | +49+20.3% | Added |
| Garde Capital, Inc. | 283 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 291 | $18.5K | 0.00% | +4+1.4% | Added |
| Chesapeake Asset Management LLC | 300 | $19.1K | 0.02% | −5−1.6% | Reduced |
| Delta Asset Management LLC | 300 | $19.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 303 | $19.3K | 0.01% | +14+4.8% | Added |
| Harbour Investments, Inc. | 306 | $19.5K | 0.00% | +6+2.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $20.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 323 | $20.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 325 | $21.0K | 0.01% | −2,245−87.4% | Reduced |
| Ogorek Anthony Joseph | 357 | $22.0K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 376 | $23.9K | 0.01% | +6+1.6% | Added |
| Creative Financial Designs Inc | 393 | $25.0K | 0.00% | +147+59.8% | Added |
| Neo Ivy Capital Management | 414 | $26.3K | 0.01% | +414 | New |
| Trust Co of Toledo NA | 441 | $28.1K | 0.00% | +441 | New |
| Piscataqua Savings Bank | 450 | $28.6K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 467 | $29.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $30.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $30.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 489 | $31.1K | 0.00% | +489 | New |
| Webster Bank, N. A. | 500 | $31.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $31.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $31.8K | 0.01% | +500 | New |
| Ancora Advisors, LLC | 519 | $33.0K | 0.00% | +482+1,302.7% | Added |
| Salem Investment Counselors Inc | 528 | $33.6K | 0.00% | −17−3.1% | Reduced |
| MV Capital Management, Inc. | 532 | $33.8K | 0.00% | −34−6.0% | Reduced |
| Anchor Investment Management, LLC | 546 | $34.7K | 0.00% | +300+122.0% | Added |
| Caldwell Trust Co | 574 | $36.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $36.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 578 | $36.8K | 0.02% | +578 | New |
| Pinney & Scofield, Inc. | 580 | $36.9K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 600 | $38.2K | 0.02% | −17−2.8% | Reduced |
| Kiker Wealth Management, LLC | 600 | $38.2K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $38.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 608 | $38.7K | 0.01% | +513+540.0% | Added |
| Broadwater Capital Management LLC | 39,444 | $39.4K | 0.03% | +38,824+6,261.9% | Added |
| Aventura Private Wealth, LLC | 684 | $43.5K | 0.02% | +684 | New |
| Acadian Asset Management LLC | 696 | $44.0K | 0.00% | −801−53.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $44.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $45.0K | 0.07% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $46.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 785 | $49.9K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $50.1K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $50.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 850 | $54.1K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $54.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $55.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 885 | $56.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 892 | $56.8K | 0.00% | +220+32.7% | Added |
| Nemes Rush Group LLC | 900 | $57.3K | 0.01% | −300−25.0% | Reduced |
| Heritage Wealth Advisors | 900 | $57.3K | 0.00% | +100+12.5% | Added |
| CoreFirst Bank & Trust | 907 | $57.7K | 0.03% | +907 | New |
| Onefund, LLC | 913 | $58.0K | 0.04% | +913 | New |
| Bogart Wealth, LLC | 928 | $59.0K | 0.00% | +466+100.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 956 | $60.8K | 0.01% | +32+3.5% | Added |
| First Horizon Advisors, Inc. | 958 | $61.0K | 0.00% | −68−6.6% | Reduced |
| Bullock Wealth Management Group | 965 | $62.3K | 0.03% | +9+0.9% | Added |
| GoalVest Advisory LLC | 981 | $62.4K | 0.02% | −3−0.3% | Reduced |
| Amica Retiree Medical Trust | 992 | $63.0K | 0.09% | 00.0% | Unchanged |
| Quest Partners LLC | 1,013 | $64.4K | 0.01% | +617+155.8% | Added |
| Tortoise Investment Management, LLC | 1,037 | $66.0K | 0.01% | +47+4.7% | Added |
| Cromwell Holdings LLC | 1,042 | $66.3K | 0.04% | +213+25.7% | Added |
| First Community Trust NA | 1,080 | $68.7K | 0.06% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,081 | $68.8K | 0.00% | +1,081 | New |
| TSFG, LLC | 1,090 | $69.0K | 0.01% | −105−8.8% | Reduced |
| Walleye Trading LLC | 1,101 | $70.0K | 0.00% | −24−2.1% | Reduced |
| FSA Wealth Management LLC | 1,105 | $70.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,129 | $71.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,190 | $75.7K | 0.01% | +235+24.6% | Added |
| Intact Investment Management Inc. | 1,200 | $76.3K | 0.00% | +1,200 | New |
| Pension & Wealth Management Advisors, Inc. | 1,223 | $77.9K | 0.03% | +1+0.1% | Added |
| Friedenthal Financial | 1,233 | $78.4K | 0.04% | +1,212+5,771.4% | Added |
| Ransom Advisory, Ltd | 1,253 | $79.7K | 0.04% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,249 | $81.2K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,286 | $82.0K | 0.00% | +195+17.9% | Added |