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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 22,126 | $1.41M | 0.04% | −160−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,139 | $1.41M | 0.19% | +6,132+38.3% | Added |
| M&T Bank Corp | 22,248 | $1.42M | 0.00% | −8,493−27.6% | Reduced |
| Shell Asset Management Co | 22,529 | $1.43M | 0.05% | +12,046+114.9% | Added |
| Central Valley Advisors, LLC | 23,427 | $1.49M | 0.51% | +23,427 | New |
| Great Valley Advisor Group, Inc. | 23,465 | $1.49M | 0.03% | −5,054−17.7% | Reduced |
| Kentucky Retirement Systems | 23,508 | $1.50M | 0.04% | −1,540−6.1% | Reduced |
| Fifth Third Bancorp | 23,518 | $1.50M | 0.01% | −1,400−5.6% | Reduced |
| Private Advisor Group, LLC | 23,654 | $1.50M | 0.01% | +8,059+51.7% | Added |
| EP Wealth Advisors, LLC | 23,767 | $1.51M | 0.01% | +2,477+11.6% | Added |
| Argent Advisors, Inc. | 24,404 | $1.55M | 0.48% | +24,404 | New |
| Allianz SE | 24,584 | $1.56M | 0.04% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 24,747 | $1.57M | 0.55% | +24,747 | New |
| Stonebridge Financial Group, LLC | 24,961 | $1.59M | 0.15% | +536+2.2% | Added |
| Oak Thistle LLC | 24,962 | $1.59M | 0.23% | +9,046+56.8% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.59M | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 25,102 | $1.60M | 0.02% | +2,128+9.3% | Added |
| Arvest Investments, Inc. | 25,114 | $1.60M | 0.24% | +10,079+67.0% | Added |
| Mizuho Securities USA LLC | 25,394 | $1.62M | 0.03% | +25,394 | New |
| Edmp, Inc. | 25,398 | $1.62M | 1.38% | +1,171+4.8% | Added |
| Stratos Wealth Advisors, LLC | 25,566 | $1.63M | 0.09% | +80+0.3% | Added |
| ProVise Management Group, LLC | 26,245 | $1.67M | 0.13% | +26,245 | New |
| Capital Investment Advisors, LLC | 26,467 | $1.68M | 0.03% | +210+0.8% | Added |
| Resources Management Corp | 26,482 | $1.69M | 0.23% | −11,438−30.2% | Reduced |
| Camelot Portfolios, LLC | 26,845 | $1.71M | 1.02% | +7,228+36.8% | Added |
| TD Waterhouse Canada Inc. | 26,533 | $1.71M | 0.01% | +967+3.8% | Added |
| Dynamic Advisor Solutions LLC | 27,017 | $1.72M | 0.05% | −59−0.2% | Reduced |
| D.A. Davidson & Co. | 27,318 | $1.74M | 0.01% | −101−0.4% | Reduced |
| Redwood Investment Management, LLC | 27,451 | $1.75M | 0.19% | +135+0.5% | Added |
| Erste Asset Management GmbH | 28,249 | $1.79M | 0.02% | +28,249 | New |
| Teachers Retirement System of the State of Kentucky | 28,728 | $1.83M | 0.01% | +439+1.6% | Added |
| Kinneret Advisory, LLC | 28,955 | $1.84M | 0.17% | −44−0.2% | Reduced |
| Qsemble Capital Management, LP | 29,026 | $1.85M | 0.18% | +29,026 | New |
| Sterling Capital Management LLC | 29,147 | $1.85M | 0.03% | +4,056+16.2% | Added |
| Pacer Advisors, Inc. | 29,509 | $1.88M | 0.00% | +4,437+17.7% | Added |
| Green Square Capital Advisors LLC | 29,670 | $1.89M | 0.22% | −278−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 30,150 | $1.92M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 30,168 | $1.92M | 0.01% | +7,616+33.8% | Added |
| DC Investments Management, LLC | 30,471 | $1.94M | 0.81% | 00.0% | Unchanged |
| South Dakota Investment Council | 30,866 | $1.96M | 0.04% | −5,900−16.0% | Reduced |
| NEOS Investment Management LLC | 31,426 | $2.00M | 0.02% | +5,573+21.6% | Added |
| Oregon Public Employees Retirement Fund | 31,685 | $2.02M | 0.04% | +200+0.6% | Added |
| Blair William & Co | 31,791 | $2.02M | 0.01% | +255+0.8% | Added |
| McKinley Carter Wealth Services, Inc. | 32,297 | $2.05M | 0.11% | +28,983+874.6% | Added |
| ISAM Funds (UK) Ltd | 32,301 | $2.05M | 0.45% | +32,301 | New |
| Northcape Wealth Management, LLC | 32,343 | $2.06M | 0.63% | +1,274+4.1% | Added |
| Atria Investments LLC | 32,407 | $2.06M | 0.02% | +8,942+38.1% | Added |
| Glenmede Investment Management, LP | 33,391 | $2.12M | 0.01% | +33,391 | New |
| Avantax Advisory Services, Inc. | 33,810 | $2.15M | 0.01% | +18,157+116.0% | Added |
| US Bancorp | 33,950 | $2.16M | 0.00% | −1,106−3.2% | Reduced |
| Neville Rodie & Shaw Inc | 34,096 | $2.17M | 0.16% | +100.0% | Added |
| Worldquant Millennium Advisors LLC | 34,356 | $2.19M | 0.01% | +34,356 | New |
| La Banque Postale Asset Management SA | 34,572 | $2.20M | 0.03% | −636−1.8% | Reduced |
| Trexquant Investment LP | 34,599 | $2.20M | 0.02% | −106,798−75.5% | Reduced |
| Truist Financial Corp | 34,696 | $2.21M | 0.00% | +13,112+60.7% | Added |
| Arvest Bank Trust Division | 34,798 | $2.21M | 0.13% | +14,791+73.9% | Added |
| Siemens Fonds Invest GmbH | 35,856 | $2.28M | 0.13% | +895+2.6% | Added |
| Moors & Cabot, Inc. | 35,867 | $2.28M | 0.11% | +87+0.2% | Added |
| STRS Ohio | 35,982 | $2.29M | 0.01% | +12,535+53.5% | Added |
| Public Employees Retirement Association of Colorado | 36,166 | $2.30M | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 36,813 | $2.34M | 0.10% | +18,370+99.6% | Added |
| Northern Oak Wealth Management Inc | 36,891 | $2.35M | 0.30% | +36,891 | New |
| Avanza Fonder AB | 36,913 | $2.35M | 0.07% | −710−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 37,264 | $2.37M | 0.02% | −6,456−14.8% | Reduced |
| Toroso Investments, LLC | 37,435 | $2.38M | 0.02% | −5,474−12.8% | Reduced |
| OP Asset Management Ltd | 38,637 | $2.46M | 0.04% | −101−0.3% | Reduced |
| Advisors Asset Management, Inc. | 39,391 | $2.51M | 0.04% | +9,350+31.1% | Added |
| Rafferty Asset Management, LLC | 39,484 | $2.51M | 0.01% | +6,477+19.6% | Added |
| Mercer Global Advisors Inc | 39,691 | $2.53M | 0.01% | +3,584+9.9% | Added |
| Tredje AP-fonden | 39,721 | $2.53M | 0.02% | −81,095−67.1% | Reduced |
| Woodline Partners LP | 39,739 | $2.53M | 0.01% | +8,751+28.2% | Added |
| Somerset Trust Co | 39,948 | $2.54M | 0.83% | +125+0.3% | Added |
| Heritage Trust Co | 40,765 | $2.59M | 0.30% | +1,321+3.3% | Added |
| State of Alaska, Department of Revenue | 41,124 | $2.62M | 0.03% | −1,845−4.3% | Reduced |
| Synergy Financial Management, LLC | 41,351 | $2.63M | 0.30% | +41,351 | New |
| UniSuper Management Pty Ltd | 41,394 | $2.63M | 0.02% | −600−1.4% | Reduced |
| Mutual of America Capital Management LLC | 42,123 | $2.68M | 0.03% | −523−1.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,179 | $2.68M | 0.07% | +31,682+301.8% | Added |
| Oddo BHF Asset Management SAS | 42,285 | $2.69M | 0.10% | −2,985−6.6% | Reduced |
| CWM, LLC | 42,484 | $2.70M | 0.01% | +1,227+3.0% | Added |
| MML Investors Services, LLC | 43,580 | $2.77M | 0.01% | +24,553+129.0% | Added |
| Stephens Inc | 43,962 | $2.80M | 0.04% | +223+0.5% | Added |
| Elo Mutual Pension Insurance Co | 44,734 | $2.85M | 0.06% | +3,190+7.7% | Added |
| Inspire Advisors, LLC | 45,545 | $2.90M | 0.30% | +2,477+5.8% | Added |
| Two Sigma Investments, LP | 45,688 | $2.91M | 0.01% | −16,899−27.0% | Reduced |
| CIBC World Markets Corp | 46,217 | $2.94M | 0.02% | +1,993+4.5% | Added |
| Genus Capital Management Inc. | 46,400 | $2.95M | 0.38% | +19,300+71.2% | Added |
| Schroder Investment Management Group | 47,173 | $3.00M | 0.00% | +2,089+4.6% | Added |
| Captrust Financial Advisors | 47,249 | $3.01M | 0.01% | +2,437+5.4% | Added |
| Northwest & Ethical Investments L.P. | 47,319 | $3.01M | 0.07% | +47,319 | New |
| Pinnacle Associates Ltd | 48,513 | $3.09M | 0.04% | −294−0.6% | Reduced |
| Nissay Asset Management Corp | 48,639 | $3.09M | 0.02% | +1,220+2.6% | Added |
| Janus Henderson Group PLC | 49,063 | $3.12M | 0.00% | +2,292+4.9% | Added |
| Ieq Capital, LLC | 49,887 | $3.17M | 0.02% | +11,742+30.8% | Added |
| Kinloch Capital, LLC | 50,624 | $3.22M | 1.50% | +1,751+3.6% | Added |
| Pathstone Holdings, LLC | 51,332 | $3.27M | 0.01% | +3,870+8.2% | Added |
| CIBC Asset Management Inc | 51,737 | $3.29M | 0.01% | −3,238−5.9% | Reduced |
| Bank of Nova Scotia | 52,494 | $3.34M | 0.01% | +8,087+18.2% | Added |
| Vaughan David Investments LLC | 52,996 | $3.37M | 0.08% | −3,185−5.7% | Reduced |
| Generali Asset Management SPA SGR | 53,498 | $3.40M | 0.08% | +8,378+18.6% | Added |