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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 29,509 | $1.88M | 0.00% | +4,437+17.7% | Added |
| Sterling Capital Management LLC | 29,147 | $1.85M | 0.03% | +4,056+16.2% | Added |
| Qsemble Capital Management, LP | 29,026 | $1.85M | 0.18% | +29,026 | New |
| Kinneret Advisory, LLC | 28,955 | $1.84M | 0.17% | −44−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,728 | $1.83M | 0.01% | +439+1.6% | Added |
| Erste Asset Management GmbH | 28,249 | $1.79M | 0.02% | +28,249 | New |
| Redwood Investment Management, LLC | 27,451 | $1.75M | 0.19% | +135+0.5% | Added |
| D.A. Davidson & Co. | 27,318 | $1.74M | 0.01% | −101−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 27,017 | $1.72M | 0.05% | −59−0.2% | Reduced |
| TD Waterhouse Canada Inc. | 26,533 | $1.71M | 0.01% | +967+3.8% | Added |
| Camelot Portfolios, LLC | 26,845 | $1.71M | 1.02% | +7,228+36.8% | Added |
| Resources Management Corp | 26,482 | $1.69M | 0.23% | −11,438−30.2% | Reduced |
| Capital Investment Advisors, LLC | 26,467 | $1.68M | 0.03% | +210+0.8% | Added |
| ProVise Management Group, LLC | 26,245 | $1.67M | 0.13% | +26,245 | New |
| Stratos Wealth Advisors, LLC | 25,566 | $1.63M | 0.09% | +80+0.3% | Added |
| Edmp, Inc. | 25,398 | $1.62M | 1.38% | +1,171+4.8% | Added |
| Mizuho Securities USA LLC | 25,394 | $1.62M | 0.03% | +25,394 | New |
| Arvest Investments, Inc. | 25,114 | $1.60M | 0.24% | +10,079+67.0% | Added |
| Norinchukin Bank, The | 25,102 | $1.60M | 0.02% | +2,128+9.3% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.59M | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 24,962 | $1.59M | 0.23% | +9,046+56.8% | Added |
| Stonebridge Financial Group, LLC | 24,961 | $1.59M | 0.15% | +536+2.2% | Added |
| Cutler Capital Management, LLC | 24,747 | $1.57M | 0.55% | +24,747 | New |
| Allianz SE | 24,584 | $1.56M | 0.04% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 24,404 | $1.55M | 0.48% | +24,404 | New |
| EP Wealth Advisors, LLC | 23,767 | $1.51M | 0.01% | +2,477+11.6% | Added |
| Private Advisor Group, LLC | 23,654 | $1.50M | 0.01% | +8,059+51.7% | Added |
| Fifth Third Bancorp | 23,518 | $1.50M | 0.01% | −1,400−5.6% | Reduced |
| Kentucky Retirement Systems | 23,508 | $1.50M | 0.04% | −1,540−6.1% | Reduced |
| Great Valley Advisor Group, Inc. | 23,465 | $1.49M | 0.03% | −5,054−17.7% | Reduced |
| Central Valley Advisors, LLC | 23,427 | $1.49M | 0.51% | +23,427 | New |
| Shell Asset Management Co | 22,529 | $1.43M | 0.05% | +12,046+114.9% | Added |
| M&T Bank Corp | 22,248 | $1.42M | 0.00% | −8,493−27.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,139 | $1.41M | 0.19% | +6,132+38.3% | Added |
| Hartford Investment Management Co | 22,126 | $1.41M | 0.04% | −160−0.7% | Reduced |
| Great Oak Capital Partners, LLC | 21,246 | $1.40M | 0.40% | +3,896+22.5% | Added |
| Summit Trail Advisors, LLC | 21,885 | $1.39M | 0.02% | +10,147+86.4% | Added |
| Ascent Group, LLC | 21,725 | $1.38M | 0.05% | +564+2.7% | Added |
| First PREMIER Bank | 21,593 | $1.37M | 0.33% | 00.0% | Unchanged |
| JB Capital LLC | 21,486 | $1.37M | 0.07% | +149+0.7% | Added |
| Bollard Group LLC | 21,476 | $1.37M | 0.03% | +1,187+5.9% | Added |
| Essex Financial Services, Inc. | 20,175 | $1.28M | 0.08% | +841+4.3% | Added |
| Integrated Wealth Concepts LLC | 20,072 | $1.28M | 0.01% | −3,904−16.3% | Reduced |
| Crossmark Global Holdings, Inc. | 19,834 | $1.26M | 0.02% | −674−3.3% | Reduced |
| Finivi Inc. | 19,778 | $1.26M | 0.85% | −4,915−19.9% | Reduced |
| Sequoia Financial Advisors, LLC | 19,668 | $1.25M | 0.01% | −544−2.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,544 | $1.24M | 0.06% | +19,544 | New |
| Leisure Capital Management | 19,491 | $1.24M | 0.47% | +135+0.7% | Added |
| Louisiana State Employees Retirement System | 19,400 | $1.23M | 0.02% | −300−1.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,389 | $1.23M | 0.01% | +517+2.7% | Added |
| Zacks Investment Management | 19,359 | $1.23M | 0.01% | +1,388+7.7% | Added |
| Pensionfund Sabic | 19,300 | $1.23M | 0.35% | −2,900−13.1% | Reduced |
| Kestra Advisory Services, LLC | 19,288 | $1.23M | 0.01% | +487+2.6% | Added |
| Bard Financial Services, Inc. | 19,205 | $1.22M | 0.15% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 19,184 | $1.22M | 0.03% | −1,720−8.2% | Reduced |
| Spirit of America Management Corp | 19,100 | $1.22M | 0.25% | +1,150+6.4% | Added |
| Securian Asset Management, Inc | 19,098 | $1.22M | 0.03% | −329−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,075 | $1.21M | 0.00% | −4,944−20.6% | Reduced |
| Intech Investment Management LLC | 19,004 | $1.21M | 0.01% | +1,833+10.7% | Added |
| Gulf International Bank (UK) Ltd | 18,539 | $1.18M | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 18,468 | $1.17M | 0.04% | +4,022+27.8% | Added |
| Ironwood Investment Counsel, LLC | 18,426 | $1.17M | 0.18% | +18,426 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,381 | $1.17M | 0.01% | −11,531−38.5% | Reduced |
| PFG Investments, LLC | 18,386 | $1.17M | 0.07% | −184−1.0% | Reduced |
| Empowered Funds, LLC | 18,353 | $1.17M | 0.01% | +2,204+13.6% | Added |
| Assenagon Asset Management S.A. | 18,315 | $1.17M | 0.00% | +4,373+31.4% | Added |
| Steward Partners Investment Advisory, LLC | 18,194 | $1.16M | 0.01% | −796−4.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 17,816 | $1.13M | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 17,798 | $1.13M | 0.07% | +80+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,532 | $1.12M | 0.03% | −5,439−23.7% | Reduced |
| Mork Capital Management, LLC | 17,400 | $1.11M | 0.81% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,435 | $1.10M | 0.00% | +5,694+48.5% | Added |
| New Mexico Educational Retirement Board | 17,116 | $1.09M | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 16,872 | $1.07M | 0.25% | +16,872 | New |
| Lido Advisors, LLC | 16,764 | $1.07M | 0.01% | +11,391+212.0% | Added |
| Quadrant Capital Group LLC | 16,684 | $1.06M | 0.04% | +3,333+25.0% | Added |
| Twin City Private Wealth, LLC | 16,450 | $1.05M | 0.86% | +16,450 | New |
| Mystic Asset Management, Inc. | 16,399 | $1.04M | 0.25% | +780+5.0% | Added |
| Benjamin Edwards Inc | 16,117 | $1.03M | 0.01% | −74−0.5% | Reduced |
| McDonald Partners LLC | 15,507 | $990.2K | 0.24% | +396+2.6% | Added |
| Park Avenue Securities LLC | 15,560 | $990.0K | 0.01% | +804+5.4% | Added |
| Ellsworth Advisors, LLC | 15,414 | $980.6K | 0.24% | +1,693+12.3% | Added |
| Icon Advisers Inc | 15,300 | $973.4K | 0.22% | −2,700−15.0% | Reduced |
| Arkadios Wealth Advisors | 15,178 | $965.6K | 0.03% | +343+2.3% | Added |
| Engineers Gate Manager LP | 15,046 | $957.2K | 0.01% | −4,273−22.1% | Reduced |
| United Capital Financial Advisers, LLC | 15,015 | $955.3K | 0.01% | +1,034+7.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,812 | $942.0K | 0.01% | −1,054−6.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,655 | $932.4K | 0.00% | −57,717−79.8% | Reduced |
| HB Wealth Management, LLC | 14,610 | $929.5K | 0.01% | +2,194+17.7% | Added |
| Marks Group Wealth Management, Inc | 14,549 | $925.6K | 0.09% | +14,549 | New |
| Penobscot Investment Management Company, Inc. | 14,418 | $917.3K | 0.08% | +195+1.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 14,269 | $907.8K | 0.57% | −5,287−27.0% | Reduced |
| Eastern Bank | 14,246 | $906.3K | 0.02% | 00.0% | Unchanged |
| Presima Inc. | 14,189 | $902.7K | 0.21% | 00.0% | Unchanged |
| Manske Wealth Management | 13,727 | $873.3K | 0.29% | +206+1.5% | Added |
| 111 Capital | 13,396 | $852.3K | 0.15% | +3,931+41.5% | Added |
| Coldstream Capital Management Inc | 13,384 | $851.5K | 0.01% | +2,203+19.7% | Added |
| Vestcor Inc | 13,373 | $851.0K | 0.03% | −528−3.8% | Reduced |
| Drucker Wealth 3.0, LLC | 13,051 | $849.8K | 0.16% | +13,051 | New |
| SG Americas Securities, LLC | 13,323 | $848.0K | 0.00% | +4,426+49.7% | Added |