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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 13,150 | $836.6K | 0.07% | −908−6.5% | Reduced |
| Union Savings Bank | 12,564 | $830.5K | 0.38% | −1,550−11.0% | Reduced |
| Graham Capital Management, L.P. | 12,995 | $826.7K | 0.03% | +9,768+302.7% | Added |
| Advisory Services Network, LLC | 12,444 | $822.6K | 0.01% | +675+5.7% | Added |
| CIBC Private Wealth Group, LLC | 12,908 | $821.2K | 0.00% | −4,001−23.7% | Reduced |
| Flagship Harbor Advisors, LLC | 12,860 | $818.2K | 0.04% | +96+0.8% | Added |
| J.W. Cole Advisors, Inc. | 12,856 | $817.9K | 0.02% | +2,117+19.7% | Added |
| Intrua Financial, LLC | 12,837 | $816.7K | 0.12% | +4,442+52.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 12,796 | $814.1K | 0.09% | +12,796 | New |
| Resources Investment Advisors, LLC. | 12,615 | $802.6K | 0.01% | +324+2.6% | Added |
| Wilkins Investment Counsel Inc | 12,595 | $801.3K | 0.11% | 00.0% | Unchanged |
| Empirical Finance, LLC | 12,427 | $790.6K | 0.04% | +88+0.7% | Added |
| Omers Administration Corp | 12,143 | $772.5K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,112 | $770.6K | 0.03% | +1,040+9.4% | Added |
| Wetherby Asset Management Inc | 11,951 | $760.3K | 0.03% | +11,951 | New |
| Versor Investments LP | 11,909 | $757.7K | 0.13% | +8,654+265.9% | Added |
| Rockefeller Capital Management L.P. | 11,816 | $751.8K | 0.00% | +1,699+16.8% | Added |
| Fox Run Management, L.L.C. | 11,770 | $748.8K | 0.12% | +11,770 | New |
| Principal Securities, Inc. | 11,758 | $748.1K | 0.01% | +9,665+461.8% | Added |
| Allworth Financial LP | 11,755 | $747.9K | 0.00% | +2,409+25.8% | Added |
| Signaturefd, LLC | 11,750 | $747.5K | 0.01% | −1,307−10.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,720 | $745.6K | 0.01% | +55+0.5% | Added |
| Miller Howard Investments Inc | 11,704 | $744.6K | 0.02% | +634+5.7% | Added |
| Ossiam | 11,602 | $738.1K | 0.01% | −9,864−46.0% | Reduced |
| Apollon Wealth Management, LLC | 11,588 | $737.2K | 0.01% | +1,946+20.2% | Added |
| Dark Forest Capital Management LP | 11,462 | $729.2K | 0.03% | +11,462 | New |
| Vise Technologies, Inc. | 11,433 | $727.4K | 0.03% | +11,433 | New |
| Navellier & Associates Inc | 11,343 | $721.6K | 0.09% | +13+0.1% | Added |
| Sound Financial Strategies Group, LLC | 11,330 | $720.8K | 0.61% | +11,330 | New |
| San Luis Wealth Advisors LLC | 11,216 | $714.0K | 0.15% | +67+0.6% | Added |
| Voleon Capital Management LP | 11,126 | $707.8K | 0.04% | −896−7.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 11,085 | $705.2K | 0.16% | +11,085 | New |
| Prosperity Consulting Group, LLC | 11,011 | $700.5K | 0.05% | −915−7.7% | Reduced |
| Centerpoint Advisors, LLC | 10,983 | $699.0K | 0.24% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,968 | $697.8K | 0.02% | +64+0.6% | Added |
| SlateStone Wealth, LLC | 10,806 | $687.0K | 0.06% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 10,710 | $681.4K | 0.02% | +358+3.5% | Added |
| QRG Capital Management, Inc. | 10,476 | $666.5K | 0.01% | −367−3.4% | Reduced |
| Cbre Clarion Securities LLC | 10,238 | $651.3K | 0.01% | −2,471−19.4% | Reduced |
| V-Square Quantitative Management LLC | 10,185 | $648.0K | 0.09% | +382+3.9% | Added |
| Global X Japan Co., Ltd. | 10,182 | $647.8K | 0.07% | −568−5.3% | Reduced |
| Savant Capital, LLC | 10,123 | $644.0K | 0.00% | +1,551+18.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,087 | $641.8K | 0.07% | +68+0.7% | Added |
| GAMMA Investing LLC | 10,068 | $640.5K | 0.04% | +3,237+47.4% | Added |
| Brinker Capital Investments, LLC | 9,983 | $635.1K | 0.01% | +4,755+91.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,978 | $634.8K | 0.04% | −691−6.5% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $632.0K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 9,886 | $628.9K | 0.00% | +18+0.2% | Added |
| Squarepoint Ops LLC | 9,879 | $628.5K | 0.00% | +29+0.3% | Added |
| Paradigm Financial Partners, LLC | 9,859 | $627.2K | 0.07% | −359−3.5% | Reduced |
| Merit Financial Group, LLC | 9,817 | $624.5K | 0.01% | +1,574+19.1% | Added |
| Claro Advisors LLC | 9,701 | $617.2K | 0.10% | +347+3.7% | Added |
| GeoWealth Management, LLC | 9,617 | $611.8K | 0.02% | +9,617 | New |
| Anchor Capital Advisors LLC | 9,590 | $610.1K | 0.02% | −6,974−42.1% | Reduced |
| Vident Advisory, LLC | 9,574 | $609.1K | 0.01% | −6,520−40.5% | Reduced |
| Hilltop Holdings Inc. | 9,449 | $601.2K | 0.04% | +675+7.7% | Added |
| Heritage Financial Services, LLC | 9,432 | $600.1K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 9,382 | $596.9K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,028 | $596.8K | 0.09% | −882−8.9% | Reduced |
| Fisher Asset Management, LLC | 9,324 | $593.2K | 0.00% | +3,202+52.3% | Added |
| My Legacy Advisors, LLC | 8,896 | $588.1K | 0.21% | +460+5.5% | Added |
| Picton Mahoney Asset Management | 9,255 | $588.0K | 0.01% | +9,255 | New |
| Tableaux LLC | 9,218 | $586.4K | 0.34% | 00.0% | Unchanged |
| Greenleaf Trust | 9,208 | $585.8K | 0.01% | −1,837−16.6% | Reduced |
| Evergreen Capital Management LLC | 9,178 | $583.9K | 0.02% | −989−9.7% | Reduced |
| NorthRock Partners, LLC | 9,155 | $582.4K | 0.02% | +872+10.5% | Added |
| Live Oak Private Wealth LLC | 9,148 | $582.0K | 0.09% | −82−0.9% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $572.6K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,993 | $572.1K | 0.04% | −3,094−25.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,989 | $571.8K | 0.01% | −8,837−49.6% | Reduced |
| Investment Management Corp of Ontario | 8,963 | $570.2K | 0.01% | −1,400−13.5% | Reduced |
| New England Capital Financial Advisors LLC | 8,866 | $564.0K | 0.26% | +26+0.3% | Added |
| Bahl & Gaynor Inc | 8,780 | $558.6K | 0.00% | −667−7.1% | Reduced |
| Finer Wealth Management, Inc. | 8,712 | $554.3K | 0.30% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,707 | $553.9K | 0.01% | −8−0.1% | Reduced |
| Howard Capital Management Inc. | 8,693 | $553.0K | 0.01% | +863+11.0% | Added |
| Scientech Research LLC | 8,671 | $551.6K | 0.13% | +8,671 | New |
| Cubist Systematic Strategies, LLC | 8,652 | $550.4K | 0.01% | +8,652 | New |
| Simplex Trading, LLC | 8,656 | $550.0K | 0.01% | +8,133+1,555.1% | Added |
| Voya Financial Advisors, Inc. | 8,651 | $548.1K | 0.06% | +8,651 | New |
| Glenview Trust Co | 8,588 | $546.4K | 0.01% | +11+0.1% | Added |
| Beacon Pointe Advisors, LLC | 8,555 | $544.2K | 0.01% | −99−1.1% | Reduced |
| Revisor Wealth Management LLC | 8,205 | $542.4K | 0.20% | +4,238+106.8% | Added |
| Keynote Financial Services LLC | 8,459 | $538.2K | 0.36% | +933+12.4% | Added |
| Baker Ellis Asset Management LLC | 8,457 | $538.0K | 0.07% | +360+4.4% | Added |
| Abel Hall, LLC | 8,423 | $535.9K | 0.25% | +1,028+13.9% | Added |
| Prime Capital Investment Advisors, LLC | 8,396 | $534.1K | 0.01% | −746−8.2% | Reduced |
| Keybank National Association | 8,330 | $530.0K | 0.00% | −589−6.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,142 | $518.0K | 0.04% | +1,650+25.4% | Added |
| Centennial Wealth Advisory LLC | 8,046 | $511.9K | 0.16% | +8,046 | New |
| Grimes & Company, Inc. | 8,044 | $511.7K | 0.01% | +238+3.0% | Added |
| Gen-Wealth Partners Inc | 8,007 | $509.4K | 0.20% | +15+0.2% | Added |
| Congress Wealth Management LLC | 7,988 | $508.3K | 0.00% | +2,008+33.6% | Added |
| Chatham Capital Group, Inc. | 7,981 | $507.8K | 0.08% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 7,978 | $507.4K | 0.00% | −123−1.5% | Reduced |
| Brown Advisory Inc | 7,933 | $504.7K | 0.00% | +349+4.6% | Added |
| Contravisory Investment Management, Inc. | 7,826 | $497.9K | 0.10% | +7,826 | New |
| Connecticut Wealth Management, LLC | 7,816 | $497.3K | 0.02% | +1,681+27.4% | Added |
| Fiduciary Trust Co | 7,791 | $495.7K | 0.01% | −9−0.1% | Reduced |