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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 6,179 | $393.1K | 0.02% | +176+2.9% | Added |
| Callan Family Office, LLC | 6,341 | $403.4K | 0.01% | +6,341 | New |
| Quarry LP | 6,351 | $404.1K | 0.09% | +4,301+209.8% | Added |
| Meeder Advisory Services, Inc. | 6,360 | $404.6K | 0.02% | −1,741−21.5% | Reduced |
| Vinva Investment Management Ltd | 6,395 | $405.2K | 0.01% | +6,395 | New |
| Aptus Capital Advisors, LLC | 6,471 | $411.7K | 0.00% | −318−4.7% | Reduced |
| Seeds Investor LLC | 6,505 | $413.9K | 0.10% | +20+0.3% | Added |
| Verity & Verity, LLC | 6,529 | $415.4K | 0.04% | +197+3.1% | Added |
| AlphaStar Capital Management, LLC | 6,560 | $417.4K | 0.03% | +6,560 | New |
| Rockland Trust Co | 6,568 | $417.9K | 0.02% | −900−12.1% | Reduced |
| Leslie Global Wealth, LLC | 6,593 | $419.4K | 0.22% | +35+0.5% | Added |
| Sachetta, LLC | 6,788 | $431.8K | 0.17% | +27+0.4% | Added |
| Blueshift Asset Management, LLC | 6,853 | $436.0K | 0.13% | −3,426−33.3% | Reduced |
| J. Safra Sarasin Holding AG | 6,882 | $437.8K | 0.01% | +80+1.2% | Added |
| Welch & Forbes LLC | 6,908 | $439.5K | 0.01% | −250−3.5% | Reduced |
| Belpointe Asset Management LLC | 6,909 | $439.6K | 0.02% | −84−1.2% | Reduced |
| Csenge Advisory Group | 6,864 | $444.9K | 0.02% | −28−0.4% | Reduced |
| Snowden Capital Advisors LLC | 7,012 | $446.1K | 0.01% | +2,600+58.9% | Added |
| Old North State Wealth Management, LLC | 7,076 | $450.6K | 0.23% | +263+3.9% | Added |
| Huntington National Bank | 7,084 | $450.7K | 0.00% | +407+6.1% | Added |
| Daymark Wealth Partners, LLC | 7,098 | $451.6K | 0.02% | +87+1.2% | Added |
| Prosperity Wealth Management, Inc. | 7,266 | $462.3K | 0.17% | +19+0.3% | Added |
| AIA Group Ltd | 7,285 | $463.5K | 0.01% | +7,285 | New |
| BKD Wealth Advisors, LLC | 7,344 | $467.2K | 0.01% | +72+1.0% | Added |
| Virtu Financial LLC | 7,449 | $474.0K | 0.02% | +7,449 | New |
| Hills Bank & Trust Co | 7,490 | $476.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,501 | $477.2K | 0.01% | +7,501 | New |
| Valley Brook Capital Group | 7,528 | $478.9K | 0.36% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 7,545 | $480.0K | 0.09% | +7,545 | New |
| Sherbrooke Park Advisers LLC | 7,577 | $482.0K | 0.21% | +3,531+87.3% | Added |
| Huber Capital Management LLC | 7,629 | $485.4K | 0.08% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 7,545 | $487.0K | 0.12% | +5,167+217.3% | Added |
| MONECO Advisors, LLC | 7,685 | $488.9K | 0.05% | +38+0.5% | Added |
| Everett Harris & Co | 7,700 | $489.9K | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,760 | $493.7K | 0.02% | +375+5.1% | Added |
| Fiduciary Trust Co | 7,791 | $495.7K | 0.01% | −9−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 7,816 | $497.3K | 0.02% | +1,681+27.4% | Added |
| Contravisory Investment Management, Inc. | 7,826 | $497.9K | 0.10% | +7,826 | New |
| Brown Advisory Inc | 7,933 | $504.7K | 0.00% | +349+4.6% | Added |
| Tiaa Trust, National Association | 7,978 | $507.4K | 0.00% | −123−1.5% | Reduced |
| Chatham Capital Group, Inc. | 7,981 | $507.8K | 0.08% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 7,988 | $508.3K | 0.00% | +2,008+33.6% | Added |
| Gen-Wealth Partners Inc | 8,007 | $509.4K | 0.20% | +15+0.2% | Added |
| Grimes & Company, Inc. | 8,044 | $511.7K | 0.01% | +238+3.0% | Added |
| Centennial Wealth Advisory LLC | 8,046 | $511.9K | 0.16% | +8,046 | New |
| MUFG Securities Americas Inc. | 8,142 | $518.0K | 0.04% | +1,650+25.4% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 8,330 | $530.0K | 0.00% | −589−6.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,396 | $534.1K | 0.01% | −746−8.2% | Reduced |
| Abel Hall, LLC | 8,423 | $535.9K | 0.25% | +1,028+13.9% | Added |
| Baker Ellis Asset Management LLC | 8,457 | $538.0K | 0.07% | +360+4.4% | Added |
| Keynote Financial Services LLC | 8,459 | $538.2K | 0.36% | +933+12.4% | Added |
| Revisor Wealth Management LLC | 8,205 | $542.4K | 0.20% | +4,238+106.8% | Added |
| Beacon Pointe Advisors, LLC | 8,555 | $544.2K | 0.01% | −99−1.1% | Reduced |
| Glenview Trust Co | 8,588 | $546.4K | 0.01% | +11+0.1% | Added |
| Voya Financial Advisors, Inc. | 8,651 | $548.1K | 0.06% | +8,651 | New |
| Simplex Trading, LLC | 8,656 | $550.0K | 0.01% | +8,133+1,555.1% | Added |
| Cubist Systematic Strategies, LLC | 8,652 | $550.4K | 0.01% | +8,652 | New |
| Scientech Research LLC | 8,671 | $551.6K | 0.13% | +8,671 | New |
| Howard Capital Management Inc. | 8,693 | $553.0K | 0.01% | +863+11.0% | Added |
| Valmark Advisers, Inc. | 8,707 | $553.9K | 0.01% | −8−0.1% | Reduced |
| Finer Wealth Management, Inc. | 8,712 | $554.3K | 0.30% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 8,780 | $558.6K | 0.00% | −667−7.1% | Reduced |
| New England Capital Financial Advisors LLC | 8,866 | $564.0K | 0.26% | +26+0.3% | Added |
| Investment Management Corp of Ontario | 8,963 | $570.2K | 0.01% | −1,400−13.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,989 | $571.8K | 0.01% | −8,837−49.6% | Reduced |
| Armstrong Advisory Group, Inc | 8,993 | $572.1K | 0.04% | −3,094−25.6% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $572.6K | 0.07% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 9,148 | $582.0K | 0.09% | −82−0.9% | Reduced |
| NorthRock Partners, LLC | 9,155 | $582.4K | 0.02% | +872+10.5% | Added |
| Evergreen Capital Management LLC | 9,178 | $583.9K | 0.02% | −989−9.7% | Reduced |
| Greenleaf Trust | 9,208 | $585.8K | 0.01% | −1,837−16.6% | Reduced |
| Tableaux LLC | 9,218 | $586.4K | 0.34% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9,255 | $588.0K | 0.01% | +9,255 | New |
| My Legacy Advisors, LLC | 8,896 | $588.1K | 0.21% | +460+5.5% | Added |
| Fisher Asset Management, LLC | 9,324 | $593.2K | 0.00% | +3,202+52.3% | Added |
| Accurate Wealth Management, LLC | 9,028 | $596.8K | 0.09% | −882−8.9% | Reduced |
| First Manhattan Co | 9,382 | $596.9K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 9,432 | $600.1K | 0.06% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 9,449 | $601.2K | 0.04% | +675+7.7% | Added |
| Vident Advisory, LLC | 9,574 | $609.1K | 0.01% | −6,520−40.5% | Reduced |
| Anchor Capital Advisors LLC | 9,590 | $610.1K | 0.02% | −6,974−42.1% | Reduced |
| GeoWealth Management, LLC | 9,617 | $611.8K | 0.02% | +9,617 | New |
| Claro Advisors LLC | 9,701 | $617.2K | 0.10% | +347+3.7% | Added |
| Merit Financial Group, LLC | 9,817 | $624.5K | 0.01% | +1,574+19.1% | Added |
| Paradigm Financial Partners, LLC | 9,859 | $627.2K | 0.07% | −359−3.5% | Reduced |
| Squarepoint Ops LLC | 9,879 | $628.5K | 0.00% | +29+0.3% | Added |
| Regions Financial Corp | 9,886 | $628.9K | 0.00% | +18+0.2% | Added |
| Amica Mutual Insurance Co | 9,930 | $632.0K | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,978 | $634.8K | 0.04% | −691−6.5% | Reduced |
| Brinker Capital Investments, LLC | 9,983 | $635.1K | 0.01% | +4,755+91.0% | Added |
| GAMMA Investing LLC | 10,068 | $640.5K | 0.04% | +3,237+47.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,087 | $641.8K | 0.07% | +68+0.7% | Added |
| Savant Capital, LLC | 10,123 | $644.0K | 0.00% | +1,551+18.1% | Added |
| Global X Japan Co., Ltd. | 10,182 | $647.8K | 0.07% | −568−5.3% | Reduced |
| V-Square Quantitative Management LLC | 10,185 | $648.0K | 0.09% | +382+3.9% | Added |
| Cbre Clarion Securities LLC | 10,238 | $651.3K | 0.01% | −2,471−19.4% | Reduced |
| QRG Capital Management, Inc. | 10,476 | $666.5K | 0.01% | −367−3.4% | Reduced |
| Modern Wealth Management, LLC | 10,710 | $681.4K | 0.02% | +358+3.5% | Added |
| SlateStone Wealth, LLC | 10,806 | $687.0K | 0.06% | 00.0% | Unchanged |