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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 66,779 | $4.25M | 0.01% | +819+1.2% | Added |
| Edgemoor Investment Advisors, Inc. | 66,378 | $4.22M | 0.36% | +3,137+5.0% | Added |
| Riverview Capital Advisers, LLC | 66,328 | $4.22M | 1.21% | −25,765−28.0% | Reduced |
| Cerity Partners LLC | 66,121 | $4.21M | 0.01% | −1,941−2.9% | Reduced |
| Commerce Bank | 66,010 | $4.20M | 0.02% | −332−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 65,503 | $4.17M | 0.04% | −1,586−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 64,544 | $4.17M | 0.01% | +17,118+36.1% | Added |
| JustInvest LLC | 65,319 | $4.16M | 0.05% | −1,597−2.4% | Reduced |
| Prudential PLC | 64,808 | $4.12M | 0.03% | −55,853−46.3% | Reduced |
| Illinois Municipal Retirement Fund | 63,723 | $4.05M | 0.06% | −59,750−48.4% | Reduced |
| Fulcrum Asset Management LLP | 63,662 | $4.05M | 1.16% | +63,662 | New |
| Mirae Asset Global Investments Co., Ltd. | 63,498 | $4.04M | 0.01% | +3,204+5.3% | Added |
| Vontobel Holding Ltd. | 63,339 | $4.03M | 0.01% | −31,396−33.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 63,282 | $4.03M | 0.01% | −3,120−4.7% | Reduced |
| Baird Financial Group, Inc. | 62,592 | $3.98M | 0.01% | +18,811+43.0% | Added |
| Assetmark, Inc | 61,780 | $3.93M | 0.01% | +61,298+12,717.4% | Added |
| Kestra Private Wealth Services, LLC | 61,507 | $3.91M | 0.06% | +4,465+7.8% | Added |
| Daiwa Securities Group Inc. | 61,331 | $3.90M | 0.01% | +1,098+1.8% | Added |
| Utah Retirement Systems | 60,474 | $3.85M | 0.04% | −244−0.4% | Reduced |
| SummitTX Capital, L.P. | 60,000 | $3.82M | 0.17% | +60,000 | New |
| Neuberger Berman Group LLC | 59,498 | $3.79M | 0.00% | +9,316+18.6% | Added |
| Schnieders Capital Management LLC | 58,444 | $3.72M | 0.65% | +27,332+87.9% | Added |
| Mirova US LLC | 57,789 | $3.68M | 0.04% | +57,789 | New |
| British Columbia Investment Management Corp | 57,767 | $3.68M | 0.02% | −12,321−17.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,497 | $3.66M | 0.02% | +13,601+31.0% | Added |
| Agf Management Ltd | 56,868 | $3.62M | 0.02% | +6,229+12.3% | Added |
| Ofi Invest Asset Management | 66,640 | $3.61M | 0.09% | −5,599−7.8% | Reduced |
| Greenland Capital Management LP | 56,653 | $3.60M | 0.46% | +56,653 | New |
| Castellan Group, LLC | 55,825 | $3.55M | 0.65% | +3,495+6.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 55,808 | $3.55M | 0.03% | +2,278+4.3% | Added |
| Plato Investment Management Ltd | 55,967 | $3.55M | 0.27% | +28+0.1% | Added |
| Teacher Retirement System of Texas | 55,715 | $3.54M | 0.01% | +2,233+4.2% | Added |
| USS Investment Management Ltd | 55,447 | $3.53M | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 55,223 | $3.51M | 0.03% | −513−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 54,256 | $3.45M | 0.03% | −1,926−3.4% | Reduced |
| Generali Asset Management SPA SGR | 53,498 | $3.40M | 0.08% | +8,378+18.6% | Added |
| Vaughan David Investments LLC | 52,996 | $3.37M | 0.08% | −3,185−5.7% | Reduced |
| Bank of Nova Scotia | 52,494 | $3.34M | 0.01% | +8,087+18.2% | Added |
| CIBC Asset Management Inc | 51,737 | $3.29M | 0.01% | −3,238−5.9% | Reduced |
| Pathstone Holdings, LLC | 51,332 | $3.27M | 0.01% | +3,870+8.2% | Added |
| Kinloch Capital, LLC | 50,624 | $3.22M | 1.50% | +1,751+3.6% | Added |
| Ieq Capital, LLC | 49,887 | $3.17M | 0.02% | +11,742+30.8% | Added |
| Janus Henderson Group PLC | 49,063 | $3.12M | 0.00% | +2,292+4.9% | Added |
| Nissay Asset Management Corp | 48,639 | $3.09M | 0.02% | +1,220+2.6% | Added |
| Pinnacle Associates Ltd | 48,513 | $3.09M | 0.04% | −294−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 47,319 | $3.01M | 0.07% | +47,319 | New |
| Captrust Financial Advisors | 47,249 | $3.01M | 0.01% | +2,437+5.4% | Added |
| Schroder Investment Management Group | 47,173 | $3.00M | 0.00% | +2,089+4.6% | Added |
| Genus Capital Management Inc. | 46,400 | $2.95M | 0.38% | +19,300+71.2% | Added |
| CIBC World Markets Corp | 46,217 | $2.94M | 0.02% | +1,993+4.5% | Added |
| Two Sigma Investments, LP | 45,688 | $2.91M | 0.01% | −16,899−27.0% | Reduced |
| Inspire Advisors, LLC | 45,545 | $2.90M | 0.30% | +2,477+5.8% | Added |
| Elo Mutual Pension Insurance Co | 44,734 | $2.85M | 0.06% | +3,190+7.7% | Added |
| Stephens Inc | 43,962 | $2.80M | 0.04% | +223+0.5% | Added |
| MML Investors Services, LLC | 43,580 | $2.77M | 0.01% | +24,553+129.0% | Added |
| CWM, LLC | 42,484 | $2.70M | 0.01% | +1,227+3.0% | Added |
| Oddo BHF Asset Management SAS | 42,285 | $2.69M | 0.10% | −2,985−6.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,179 | $2.68M | 0.07% | +31,682+301.8% | Added |
| Mutual of America Capital Management LLC | 42,123 | $2.68M | 0.03% | −523−1.2% | Reduced |
| UniSuper Management Pty Ltd | 41,394 | $2.63M | 0.02% | −600−1.4% | Reduced |
| Synergy Financial Management, LLC | 41,351 | $2.63M | 0.30% | +41,351 | New |
| State of Alaska, Department of Revenue | 41,124 | $2.62M | 0.03% | −1,845−4.3% | Reduced |
| Heritage Trust Co | 40,765 | $2.59M | 0.30% | +1,321+3.3% | Added |
| Somerset Trust Co | 39,948 | $2.54M | 0.83% | +125+0.3% | Added |
| Woodline Partners LP | 39,739 | $2.53M | 0.01% | +8,751+28.2% | Added |
| Tredje AP-fonden | 39,721 | $2.53M | 0.02% | −81,095−67.1% | Reduced |
| Mercer Global Advisors Inc | 39,691 | $2.53M | 0.01% | +3,584+9.9% | Added |
| Rafferty Asset Management, LLC | 39,484 | $2.51M | 0.01% | +6,477+19.6% | Added |
| Advisors Asset Management, Inc. | 39,391 | $2.51M | 0.04% | +9,350+31.1% | Added |
| OP Asset Management Ltd | 38,637 | $2.46M | 0.04% | −101−0.3% | Reduced |
| Toroso Investments, LLC | 37,435 | $2.38M | 0.02% | −5,474−12.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 37,264 | $2.37M | 0.02% | −6,456−14.8% | Reduced |
| Avanza Fonder AB | 36,913 | $2.35M | 0.07% | −710−1.9% | Reduced |
| Northern Oak Wealth Management Inc | 36,891 | $2.35M | 0.30% | +36,891 | New |
| St Germain D J Co Inc | 36,813 | $2.34M | 0.10% | +18,370+99.6% | Added |
| Public Employees Retirement Association of Colorado | 36,166 | $2.30M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 35,982 | $2.29M | 0.01% | +12,535+53.5% | Added |
| Moors & Cabot, Inc. | 35,867 | $2.28M | 0.11% | +87+0.2% | Added |
| Siemens Fonds Invest GmbH | 35,856 | $2.28M | 0.13% | +895+2.6% | Added |
| Arvest Bank Trust Division | 34,798 | $2.21M | 0.13% | +14,791+73.9% | Added |
| Truist Financial Corp | 34,696 | $2.21M | 0.00% | +13,112+60.7% | Added |
| Trexquant Investment LP | 34,599 | $2.20M | 0.02% | −106,798−75.5% | Reduced |
| La Banque Postale Asset Management SA | 34,572 | $2.20M | 0.03% | −636−1.8% | Reduced |
| Worldquant Millennium Advisors LLC | 34,356 | $2.19M | 0.01% | +34,356 | New |
| Neville Rodie & Shaw Inc | 34,096 | $2.17M | 0.16% | +100.0% | Added |
| US Bancorp | 33,950 | $2.16M | 0.00% | −1,106−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 33,810 | $2.15M | 0.01% | +18,157+116.0% | Added |
| Glenmede Investment Management, LP | 33,391 | $2.12M | 0.01% | +33,391 | New |
| Atria Investments LLC | 32,407 | $2.06M | 0.02% | +8,942+38.1% | Added |
| Northcape Wealth Management, LLC | 32,343 | $2.06M | 0.63% | +1,274+4.1% | Added |
| ISAM Funds (UK) Ltd | 32,301 | $2.05M | 0.45% | +32,301 | New |
| McKinley Carter Wealth Services, Inc. | 32,297 | $2.05M | 0.11% | +28,983+874.6% | Added |
| Blair William & Co | 31,791 | $2.02M | 0.01% | +255+0.8% | Added |
| Oregon Public Employees Retirement Fund | 31,685 | $2.02M | 0.04% | +200+0.6% | Added |
| NEOS Investment Management LLC | 31,426 | $2.00M | 0.02% | +5,573+21.6% | Added |
| South Dakota Investment Council | 30,866 | $1.96M | 0.04% | −5,900−16.0% | Reduced |
| DC Investments Management, LLC | 30,471 | $1.94M | 0.81% | 00.0% | Unchanged |
| GWM Advisors LLC | 30,168 | $1.92M | 0.01% | +7,616+33.8% | Added |
| Bradley Foster & Sargent Inc | 30,150 | $1.92M | 0.03% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 29,670 | $1.89M | 0.22% | −278−0.9% | Reduced |