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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 3,840 | $244.3K | 0.02% | +173+4.7% | Added |
| Fifth Third Wealth Advisors LLC | 3,841 | $244.4K | 0.01% | −517−11.9% | Reduced |
| Sterling Investment Counsel, LLC | 3,860 | $245.6K | 0.14% | −240−5.9% | Reduced |
| Cozad Asset Management Inc | 3,864 | $245.8K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,875 | $246.5K | 0.02% | +3,800+5,066.7% | Added |
| Central Trust Co | 3,918 | $249.3K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 3,941 | $250.7K | 0.16% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,977 | $253.0K | 0.03% | +48+1.2% | Added |
| Viking Fund Management LLC | 4,000 | $254.5K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,002 | $254.6K | 0.00% | +60+1.5% | Added |
| Spire Wealth Management | 4,010 | $255.1K | 0.01% | −4,453−52.6% | Reduced |
| Leo Wealth, LLC | 4,015 | $255.4K | 0.02% | +4,015 | New |
| Alan B. Lancz & Associates, Inc. | 4,033 | $256.6K | 0.26% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,891 | $257.2K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,062 | $258.4K | 0.01% | +520+14.7% | Added |
| Hamilton Capital, LLC | 4,067 | $258.7K | 0.01% | −35−0.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,102 | $261.0K | 0.08% | −95−2.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,066 | $262.5K | 0.18% | +212+5.5% | Added |
| Pensionmark Financial Group, LLC | 4,144 | $263.6K | 0.01% | −213−4.9% | Reduced |
| Formidable Asset Management, LLC | 4,252 | $264.1K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,159 | $264.6K | 0.02% | −124−2.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,171 | $265.3K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 4,174 | $265.6K | 0.01% | +118+2.9% | Added |
| Apella Capital, LLC | 4,152 | $267.4K | 0.01% | +73+1.8% | Added |
| Optimize Financial Inc | 4,215 | $268.2K | 0.16% | −30−0.7% | Reduced |
| MBB Public Markets I LLC | 4,217 | $268.3K | 0.03% | −964−18.6% | Reduced |
| Holderness Investments Co | 4,222 | $268.6K | 0.06% | +4,222 | New |
| Blue Fin Capital, Inc. | 4,231 | $269.2K | 0.05% | −1,450−25.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,255 | $270.7K | 0.01% | +5+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 4,278 | $272.2K | 0.12% | +88+2.1% | Added |
| Mizuho Markets Americas LLC | 4,280 | $272.3K | 0.01% | −18,136−80.9% | Reduced |
| HighPoint Advisor Group LLC | 4,312 | $274.3K | 0.01% | −95−2.2% | Reduced |
| Stablepoint Partners, LLC | 4,324 | $275.1K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 4,325 | $275.2K | 0.02% | −140−3.1% | Reduced |
| Chicago Partners Investment Group LLC | 4,146 | $275.2K | 0.01% | +901+27.8% | Added |
| Impact Capital Partners LLC | 4,334 | $275.7K | 0.09% | +13+0.3% | Added |
| Perigon Wealth Management, LLC | 4,353 | $276.9K | 0.01% | −323−6.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,390 | $279.3K | 0.02% | +4,390 | New |
| Prospera Financial Services Inc | 4,401 | $280.1K | 0.01% | +589+15.5% | Added |
| Turning Point Benefit Group, Inc. | 4,407 | $280.4K | 0.21% | +4,407 | New |
| Grace & White Inc | 4,418 | $281.1K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,427 | $281.6K | 0.01% | −17,275−79.6% | Reduced |
| Synovus Financial Corp | 4,447 | $282.9K | 0.00% | +4,447 | New |
| Farther Finance Advisors, LLC | 4,499 | $286.2K | 0.01% | −124−2.7% | Reduced |
| SC&H Financial Advisors, Inc. | 4,512 | $287.1K | 0.05% | +10.0% | Added |
| Gladstone Institutional Advisory LLC | 4,521 | $287.6K | 0.01% | +4,521 | New |
| Clarius Group, LLC | 4,541 | $288.9K | 0.02% | −342−7.0% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $289.0K | 0.14% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,560 | $290.0K | 0.02% | −1,970−30.2% | Reduced |
| Trueblood Wealth Management, LLC | 4,565 | $290.4K | 0.12% | +3+0.1% | Added |
| Stratos Wealth Partners, LTD. | 4,575 | $291.1K | 0.00% | −1,255−21.5% | Reduced |
| Mather Group, LLC. | 4,578 | $291.2K | 0.00% | +1,287+39.1% | Added |
| We Are One Seven, LLC | 4,586 | $291.8K | 0.01% | +4,586 | New |
| Oxler Private Wealth LLC | 4,620 | $293.9K | 0.09% | +20.0% | Added |
| Coastal Bridge Advisors, LLC | 4,621 | $294.0K | 0.02% | −344−6.9% | Reduced |
| Bayforest Capital Ltd | 4,642 | $295.3K | 0.13% | +4,642 | New |
| Destination Wealth Management | 4,719 | $300.3K | 0.01% | −117−2.4% | Reduced |
| Bryn Mawr Trust Co | 4,746 | $301.9K | 0.01% | −290−5.8% | Reduced |
| Prossimo Advisors, LLC | 4,756 | $303.0K | 0.24% | −844−15.1% | Reduced |
| PFG Advisors | 4,776 | $303.8K | 0.01% | +4,776 | New |
| MJP Associates Inc | 4,840 | $307.9K | 0.05% | +51+1.1% | Added |
| SageView Advisory Group, LLC | 4,737 | $308.7K | 0.01% | +895+23.3% | Added |
| CWA Asset Management Group, LLC | 4,854 | $308.8K | 0.01% | +4,854 | New |
| Nwam LLC | 4,713 | $310.4K | 0.02% | −2,070−30.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,892 | $311.2K | 0.04% | +4,892 | New |
| Spinnaker Trust | 4,915 | $312.7K | 0.02% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 4,972 | $316.3K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,007 | $318.5K | 0.08% | +4,794+2,250.7% | Added |
| International Private Wealth Advisors LLC | 5,014 | $319.0K | 0.27% | +5,014 | New |
| IHT Wealth Management, LLC | 5,052 | $321.4K | 0.01% | +795+18.7% | Added |
| Oxford Asset Management LLP | 5,065 | $322.2K | 0.11% | +5,065 | New |
| Boothbay Fund Management, LLC | 5,194 | $330.4K | 0.01% | +786+17.8% | Added |
| Fiduciary Financial Group, LLC | 5,130 | $331.1K | 0.06% | +605+13.4% | Added |
| Advisors Capital Management, LLC | 5,278 | $335.8K | 0.00% | −142−2.6% | Reduced |
| HBK Sorce Advisory LLC | 5,291 | $336.6K | 0.01% | −143−2.6% | Reduced |
| Wealthspire Advisors, LLC | 5,404 | $343.8K | 0.00% | −270−4.8% | Reduced |
| American State Bank (Iowa) | 5,436 | $345.8K | 0.19% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $346.1K | 0.17% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,445 | $346.4K | 0.06% | +189+3.6% | Added |
| Beaumont Financial Advisors, LLC | 5,472 | $348.1K | 0.03% | +833+18.0% | Added |
| Advisor OS, LLC | 5,493 | $349.4K | 0.03% | −201−3.5% | Reduced |
| Atomi Financial Group, Inc. | 5,585 | $355.3K | 0.01% | −371−6.2% | Reduced |
| Ballentine Partners, LLC | 5,602 | $356.4K | 0.01% | −332−5.6% | Reduced |
| McIlrath & Eck, LLC | 5,656 | $359.8K | 0.04% | +137+2.5% | Added |
| Kelly Financial Group LLC | 5,769 | $367.0K | 0.11% | +45+0.8% | Added |
| Horizon Investments, LLC | 5,769 | $367.0K | 0.01% | +507+9.6% | Added |
| Midwest Professional Planners, LTD. | 5,777 | $367.5K | 0.10% | −14−0.2% | Reduced |
| Groupe la Francaise | 5,834 | $370.8K | 0.01% | +5,834 | New |
| LifeWealth Investments, LLC | 5,857 | $372.6K | 0.06% | +5,857 | New |
| RSM US Wealth Management LLC | 5,858 | $372.7K | 0.01% | +27+0.5% | Added |
| Quadcap Wealth Management, LLC | 5,894 | $375.0K | 0.05% | +60+1.0% | Added |
| CIBC World Markets Inc. | 5,897 | $375.2K | 0.00% | +5,897 | New |
| Fieldview Capital Management, LLC | 5,911 | $376.1K | 0.06% | +5,911 | New |
| Welch Group, LLC | 5,936 | $377.6K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,985 | $380.8K | 0.01% | +43+0.7% | Added |
| Washington Trust Co | 5,985 | $380.8K | 0.01% | +3,575+148.3% | Added |
| Bessemer Group Inc | 5,995 | $382.0K | 0.00% | −976−14.0% | Reduced |
| Modera Wealth Management, LLC | 6,120 | $389.3K | 0.00% | +57+0.9% | Added |
| Savior LLC | 6,150 | $391.3K | 2.12% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,166 | $392.3K | 0.01% | +6,166 | New |