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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,290 | $82.1K | 0.00% | +643+99.4% | Added |
| Smartleaf Asset Management LLC | 1,311 | $83.1K | 0.01% | −696−34.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $83.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,334 | $84.8K | 0.01% | +549+69.9% | Added |
| Larson Financial Group LLC | 1,408 | $89.6K | 0.00% | +632+81.4% | Added |
| Flagship Wealth Advisors, LLC | 1,441 | $91.7K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,459 | $92.8K | 0.00% | +86+6.3% | Added |
| Exchange Traded Concepts, LLC | 1,464 | $93.1K | 0.00% | −64−4.2% | Reduced |
| Crews Bank & Trust | 1,482 | $94.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,488 | $94.7K | 0.00% | −665−30.9% | Reduced |
| Vision Financial Markets LLC | 1,506 | $95.8K | 0.09% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,512 | $96.2K | 0.00% | +817+117.6% | Added |
| Parkside Financial Bank & Trust | 1,603 | $102.0K | 0.01% | −301−15.8% | Reduced |
| Brown Brothers Harriman & Co | 1,626 | $103.4K | 0.00% | +495+43.8% | Added |
| Center for Financial Planning, Inc. | 1,648 | $104.8K | 0.01% | −155−8.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,657 | $105.4K | 0.03% | −6−0.4% | Reduced |
| Federated Hermes, Inc. | 1,671 | $106.3K | 0.00% | −10−0.6% | Reduced |
| Smithfield Trust Co | 1,673 | $107.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,698 | $108.0K | 0.01% | +559+49.1% | Added |
| Massmutual Trust Co FSB | 1,722 | $109.6K | 0.00% | −48−2.7% | Reduced |
| CVA Family Office, LLC | 1,776 | $113.0K | 0.02% | +282+18.9% | Added |
| Cape Investment Advisory, Inc. | 1,780 | $113.2K | 0.04% | +1,780 | New |
| Cornerstone Planning Group LLC | 1,745 | $115.0K | 0.02% | +1,703+4,054.8% | Added |
| Catalyst Capital Advisors LLC | 1,813 | $115.3K | 0.00% | +1,813 | New |
| Hughes Financial Services, LLC | 1,837 | $120.2K | 0.02% | −25−1.3% | Reduced |
| AdvisorNet Financial, Inc | 1,897 | $120.7K | 0.01% | −18−0.9% | Reduced |
| Geneos Wealth Management Inc. | 1,936 | $123.2K | 0.00% | +125+6.9% | Added |
| Richardson Financial Services Inc. | 2,062 | $133.1K | 0.09% | −10−0.5% | Reduced |
| Centaurus Financial, Inc. | 2,124 | $135.0K | 0.01% | +81+4.0% | Added |
| CoreCap Advisors, LLC | 2,134 | $135.8K | 0.01% | +1,945+1,029.1% | Added |
| Versant Capital Management, Inc | 2,144 | $136.4K | 0.02% | +1,289+150.8% | Added |
| Ci Investments Inc. | 2,152 | $137.0K | 0.00% | +317+17.3% | Added |
| IFP Advisors, Inc | 2,155 | $138.7K | 0.00% | +446+26.1% | Added |
| Asset Dedication, LLC | 2,196 | $139.7K | 0.01% | +1,467+201.2% | Added |
| Montag A & Associates Inc | 2,200 | $140.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,383 | $152.6K | 0.06% | +2+0.1% | Added |
| NBC Securities, Inc. | 2,447 | $155.0K | 0.01% | +47+2.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,502 | $155.4K | 0.06% | +2,502 | New |
| Private Wealth Asset Management, LLC | 2,458 | $156.4K | 0.02% | −58−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,490 | $158.4K | 0.01% | +935+60.1% | Added |
| Private Trust Co NA | 2,591 | $164.8K | 0.02% | −23−0.9% | Reduced |
| NBT Bank N A | 2,600 | $165.4K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $165.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 2,644 | $168.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,666 | $169.6K | 0.05% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 2,788 | $177.0K | 0.00% | +2,788 | New |
| Trust Co of Vermont | 2,862 | $182.1K | 0.01% | +358+14.3% | Added |
| GHP Investment Advisors, Inc. | 2,867 | $182.4K | 0.01% | +2,755+2,459.8% | Added |
| CX Institutional | 2,890 | $184.0K | 0.01% | +275+10.5% | Added |
| Ronald Blue Trust, Inc. | 2,936 | $186.8K | 0.00% | +94+3.3% | Added |
| Y.D. More Investments Ltd | 2,956 | $187.3K | 0.01% | +594+25.1% | Added |
| ORG Partners LLC | 1,597 | $190.2K | 0.04% | +285+21.7% | Added |
| Atlantic Union Bankshares Corp | 3,091 | $196.7K | 0.00% | +3,091 | New |
| Hudson Bay Capital Management LP | 3,160 | $201.0K | 0.00% | −697−18.1% | Reduced |
| Gsa Capital Partners LLP | 3,172 | $202.0K | 0.01% | −23,997−88.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,188 | $202.8K | 0.03% | +3,188 | New |
| Tocqueville Asset Management L.P. | 3,200 | $203.6K | 0.00% | +3,200 | New |
| Citizens Financial Group Inc | 3,285 | $209.0K | 0.00% | +9+0.3% | Added |
| Two Sigma Advisers, LP | 3,300 | $209.9K | 0.00% | +3,300 | New |
| Cary Street Partners Financial LLC | 3,303 | $210.1K | 0.01% | +3,303 | New |
| Concurrent Investment Advisors, LLC | 3,304 | $210.2K | 0.00% | +3,304 | New |
| Cypress Wealth Services, LLC | 3,316 | $211.0K | 0.04% | +3,316 | New |
| Cidel Asset Management Inc | 3,327 | $211.7K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,350 | $213.1K | 0.01% | +3,350 | New |
| EverSource Wealth Advisors, LLC | 3,365 | $214.1K | 0.01% | −450−11.8% | Reduced |
| Horizon Investment Services, LLC | 3,379 | $215.0K | 0.09% | +3,379 | New |
| Financial Engines Advisors L.L.C. | 3,390 | $216.0K | 0.00% | +58+1.7% | Added |
| Syon Capital LLC | 3,425 | $217.9K | 0.01% | +3,425 | New |
| Cerro Pacific Wealth Advisors LLC | 3,436 | $218.6K | 0.06% | −363−9.6% | Reduced |
| Resonant Capital Advisors, LLC | 3,447 | $219.3K | 0.01% | −20−0.6% | Reduced |
| Cascade Financial Partners, LLC | 3,450 | $219.5K | 0.03% | −571−14.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $219.6K | 0.17% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $219.6K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,467 | $220.6K | 0.00% | −1,396−28.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,468 | $220.6K | 0.01% | −102−2.9% | Reduced |
| Axxcess Wealth Management, LLC | 3,496 | $222.4K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 3,509 | $223.2K | 0.01% | −1,708−32.7% | Reduced |
| Crestwood Advisors Group LLC | 3,510 | $223.3K | 0.00% | −3,393−49.2% | Reduced |
| Sagespring Wealth Partners, LLC | 3,512 | $223.4K | 0.00% | +3,512 | New |
| Cadence Wealth Management LLC | 3,521 | $224.0K | 0.15% | 00.0% | Unchanged |
| MAI Capital Management | 3,539 | $225.1K | 0.00% | +643+22.2% | Added |
| Groupama Asset Managment | 3,560 | $225.6K | 0.00% | −26,625−88.2% | Reduced |
| FC Advisory LLC | 3,561 | $226.6K | 0.07% | +41+1.2% | Added |
| Cigna Investments Inc | 3,567 | $227.0K | 0.04% | −157−4.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,580 | $227.8K | 0.02% | −1,389−28.0% | Reduced |
| LGT Group Foundation | 3,585 | $228.1K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,610 | $229.7K | 0.00% | −83−2.2% | Reduced |
| Berkshire Bank | 3,610 | $229.7K | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,644 | $231.8K | 0.00% | +292+8.7% | Added |
| Whittier Trust Co | 3,646 | $231.9K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,566 | $233.3K | 0.02% | +3,566 | New |
| Catalyst Financial Partners LLC | 3,699 | $235.3K | 0.03% | −75−2.0% | Reduced |
| Wedbush Securities Inc | 3,703 | $236.0K | 0.01% | −2,079−36.0% | Reduced |
| Thomasville National Bank | 3,711 | $236.1K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,742 | $238.1K | 0.00% | −2,229−37.3% | Reduced |
| Patton Fund Management, Inc. | 3,806 | $242.1K | 0.05% | +3,806 | New |
| Change Path, LLC | 3,809 | $242.3K | 0.01% | +3,809 | New |
| Hurlow Wealth Management Group, Inc. | 3,827 | $243.5K | 0.07% | −19−0.5% | Reduced |
| Continuum Advisory, LLC | 3,830 | $243.7K | 0.03% | +1,105+40.6% | Added |
| Mindset Wealth Management, LLC | 3,836 | $244.0K | 0.08% | 00.0% | Unchanged |