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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 10,968 | $697.8K | 0.02% | +64+0.6% | Added |
| Centerpoint Advisors, LLC | 10,983 | $699.0K | 0.24% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 11,011 | $700.5K | 0.05% | −915−7.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 11,085 | $705.2K | 0.16% | +11,085 | New |
| Voleon Capital Management LP | 11,126 | $707.8K | 0.04% | −896−7.5% | Reduced |
| San Luis Wealth Advisors LLC | 11,216 | $714.0K | 0.15% | +67+0.6% | Added |
| Sound Financial Strategies Group, LLC | 11,330 | $720.8K | 0.61% | +11,330 | New |
| Navellier & Associates Inc | 11,343 | $721.6K | 0.09% | +13+0.1% | Added |
| Vise Technologies, Inc. | 11,433 | $727.4K | 0.03% | +11,433 | New |
| Dark Forest Capital Management LP | 11,462 | $729.2K | 0.03% | +11,462 | New |
| Apollon Wealth Management, LLC | 11,588 | $737.2K | 0.01% | +1,946+20.2% | Added |
| Ossiam | 11,602 | $738.1K | 0.01% | −9,864−46.0% | Reduced |
| Miller Howard Investments Inc | 11,704 | $744.6K | 0.02% | +634+5.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,720 | $745.6K | 0.01% | +55+0.5% | Added |
| Signaturefd, LLC | 11,750 | $747.5K | 0.01% | −1,307−10.0% | Reduced |
| Allworth Financial LP | 11,755 | $747.9K | 0.00% | +2,409+25.8% | Added |
| Principal Securities, Inc. | 11,758 | $748.1K | 0.01% | +9,665+461.8% | Added |
| Fox Run Management, L.L.C. | 11,770 | $748.8K | 0.12% | +11,770 | New |
| Rockefeller Capital Management L.P. | 11,816 | $751.8K | 0.00% | +1,699+16.8% | Added |
| Versor Investments LP | 11,909 | $757.7K | 0.13% | +8,654+265.9% | Added |
| Wetherby Asset Management Inc | 11,951 | $760.3K | 0.03% | +11,951 | New |
| Tokio Marine Asset Management Co Ltd | 12,112 | $770.6K | 0.03% | +1,040+9.4% | Added |
| Omers Administration Corp | 12,143 | $772.5K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 12,427 | $790.6K | 0.04% | +88+0.7% | Added |
| Wilkins Investment Counsel Inc | 12,595 | $801.3K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 12,615 | $802.6K | 0.01% | +324+2.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 12,796 | $814.1K | 0.09% | +12,796 | New |
| Intrua Financial, LLC | 12,837 | $816.7K | 0.12% | +4,442+52.9% | Added |
| J.W. Cole Advisors, Inc. | 12,856 | $817.9K | 0.02% | +2,117+19.7% | Added |
| Flagship Harbor Advisors, LLC | 12,860 | $818.2K | 0.04% | +96+0.8% | Added |
| CIBC Private Wealth Group, LLC | 12,908 | $821.2K | 0.00% | −4,001−23.7% | Reduced |
| Advisory Services Network, LLC | 12,444 | $822.6K | 0.01% | +675+5.7% | Added |
| Graham Capital Management, L.P. | 12,995 | $826.7K | 0.03% | +9,768+302.7% | Added |
| Union Savings Bank | 12,564 | $830.5K | 0.38% | −1,550−11.0% | Reduced |
| United Asset Strategies, Inc. | 13,150 | $836.6K | 0.07% | −908−6.5% | Reduced |
| SG Americas Securities, LLC | 13,323 | $848.0K | 0.00% | +4,426+49.7% | Added |
| Drucker Wealth 3.0, LLC | 13,051 | $849.8K | 0.16% | +13,051 | New |
| Vestcor Inc | 13,373 | $851.0K | 0.03% | −528−3.8% | Reduced |
| Coldstream Capital Management Inc | 13,384 | $851.5K | 0.01% | +2,203+19.7% | Added |
| 111 Capital | 13,396 | $852.3K | 0.15% | +3,931+41.5% | Added |
| Manske Wealth Management | 13,727 | $873.3K | 0.29% | +206+1.5% | Added |
| Presima Inc. | 14,189 | $902.7K | 0.21% | 00.0% | Unchanged |
| Eastern Bank | 14,246 | $906.3K | 0.02% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 14,269 | $907.8K | 0.57% | −5,287−27.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,418 | $917.3K | 0.08% | +195+1.4% | Added |
| Marks Group Wealth Management, Inc | 14,549 | $925.6K | 0.09% | +14,549 | New |
| HB Wealth Management, LLC | 14,610 | $929.5K | 0.01% | +2,194+17.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,655 | $932.4K | 0.00% | −57,717−79.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,812 | $942.0K | 0.01% | −1,054−6.6% | Reduced |
| United Capital Financial Advisers, LLC | 15,015 | $955.3K | 0.01% | +1,034+7.4% | Added |
| Engineers Gate Manager LP | 15,046 | $957.2K | 0.01% | −4,273−22.1% | Reduced |
| Arkadios Wealth Advisors | 15,178 | $965.6K | 0.03% | +343+2.3% | Added |
| Icon Advisers Inc | 15,300 | $973.4K | 0.22% | −2,700−15.0% | Reduced |
| Ellsworth Advisors, LLC | 15,414 | $980.6K | 0.24% | +1,693+12.3% | Added |
| Park Avenue Securities LLC | 15,560 | $990.0K | 0.01% | +804+5.4% | Added |
| McDonald Partners LLC | 15,507 | $990.2K | 0.24% | +396+2.6% | Added |
| Benjamin Edwards Inc | 16,117 | $1.03M | 0.01% | −74−0.5% | Reduced |
| Mystic Asset Management, Inc. | 16,399 | $1.04M | 0.25% | +780+5.0% | Added |
| Twin City Private Wealth, LLC | 16,450 | $1.05M | 0.86% | +16,450 | New |
| Quadrant Capital Group LLC | 16,684 | $1.06M | 0.04% | +3,333+25.0% | Added |
| Lido Advisors, LLC | 16,764 | $1.07M | 0.01% | +11,391+212.0% | Added |
| Inceptionr LLC | 16,872 | $1.07M | 0.25% | +16,872 | New |
| New Mexico Educational Retirement Board | 17,116 | $1.09M | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,435 | $1.10M | 0.00% | +5,694+48.5% | Added |
| Mork Capital Management, LLC | 17,400 | $1.11M | 0.81% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 17,532 | $1.12M | 0.03% | −5,439−23.7% | Reduced |
| Principle Wealth Partners LLC | 17,798 | $1.13M | 0.07% | +80+0.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 17,816 | $1.13M | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,194 | $1.16M | 0.01% | −796−4.2% | Reduced |
| Assenagon Asset Management S.A. | 18,315 | $1.17M | 0.00% | +4,373+31.4% | Added |
| Empowered Funds, LLC | 18,353 | $1.17M | 0.01% | +2,204+13.6% | Added |
| PFG Investments, LLC | 18,386 | $1.17M | 0.07% | −184−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,381 | $1.17M | 0.01% | −11,531−38.5% | Reduced |
| Ironwood Investment Counsel, LLC | 18,426 | $1.17M | 0.18% | +18,426 | New |
| Profund Advisors LLC | 18,468 | $1.17M | 0.04% | +4,022+27.8% | Added |
| Gulf International Bank (UK) Ltd | 18,539 | $1.18M | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 19,004 | $1.21M | 0.01% | +1,833+10.7% | Added |
| Northwestern Mutual Wealth Management Co | 19,075 | $1.21M | 0.00% | −4,944−20.6% | Reduced |
| Securian Asset Management, Inc | 19,098 | $1.22M | 0.03% | −329−1.7% | Reduced |
| Spirit of America Management Corp | 19,100 | $1.22M | 0.25% | +1,150+6.4% | Added |
| Metis Global Partners, LLC | 19,184 | $1.22M | 0.03% | −1,720−8.2% | Reduced |
| Bard Financial Services, Inc. | 19,205 | $1.22M | 0.15% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,288 | $1.23M | 0.01% | +487+2.6% | Added |
| Pensionfund Sabic | 19,300 | $1.23M | 0.35% | −2,900−13.1% | Reduced |
| Zacks Investment Management | 19,359 | $1.23M | 0.01% | +1,388+7.7% | Added |
| Kovitz Investment Group Partners, LLC | 19,389 | $1.23M | 0.01% | +517+2.7% | Added |
| Louisiana State Employees Retirement System | 19,400 | $1.23M | 0.02% | −300−1.5% | Reduced |
| Leisure Capital Management | 19,491 | $1.24M | 0.47% | +135+0.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,544 | $1.24M | 0.06% | +19,544 | New |
| Sequoia Financial Advisors, LLC | 19,668 | $1.25M | 0.01% | −544−2.7% | Reduced |
| Finivi Inc. | 19,778 | $1.26M | 0.85% | −4,915−19.9% | Reduced |
| Crossmark Global Holdings, Inc. | 19,834 | $1.26M | 0.02% | −674−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 20,072 | $1.28M | 0.01% | −3,904−16.3% | Reduced |
| Essex Financial Services, Inc. | 20,175 | $1.28M | 0.08% | +841+4.3% | Added |
| Bollard Group LLC | 21,476 | $1.37M | 0.03% | +1,187+5.9% | Added |
| JB Capital LLC | 21,486 | $1.37M | 0.07% | +149+0.7% | Added |
| First PREMIER Bank | 21,593 | $1.37M | 0.33% | 00.0% | Unchanged |
| Ascent Group, LLC | 21,725 | $1.38M | 0.05% | +564+2.7% | Added |
| Summit Trail Advisors, LLC | 21,885 | $1.39M | 0.02% | +10,147+86.4% | Added |
| Great Oak Capital Partners, LLC | 21,246 | $1.40M | 0.40% | +3,896+22.5% | Added |