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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 7,760 | $493.7K | 0.02% | +375+5.1% | Added |
| Everett Harris & Co | 7,700 | $489.9K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,685 | $488.9K | 0.05% | +38+0.5% | Added |
| ORG Wealth Partners, LLC | 7,545 | $487.0K | 0.12% | +5,167+217.3% | Added |
| Huber Capital Management LLC | 7,629 | $485.4K | 0.08% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,577 | $482.0K | 0.21% | +3,531+87.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,545 | $480.0K | 0.09% | +7,545 | New |
| Valley Brook Capital Group | 7,528 | $478.9K | 0.36% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,501 | $477.2K | 0.01% | +7,501 | New |
| Hills Bank & Trust Co | 7,490 | $476.5K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,449 | $474.0K | 0.02% | +7,449 | New |
| BKD Wealth Advisors, LLC | 7,344 | $467.2K | 0.01% | +72+1.0% | Added |
| AIA Group Ltd | 7,285 | $463.5K | 0.01% | +7,285 | New |
| Prosperity Wealth Management, Inc. | 7,266 | $462.3K | 0.17% | +19+0.3% | Added |
| Daymark Wealth Partners, LLC | 7,098 | $451.6K | 0.02% | +87+1.2% | Added |
| Huntington National Bank | 7,084 | $450.7K | 0.00% | +407+6.1% | Added |
| Old North State Wealth Management, LLC | 7,076 | $450.6K | 0.23% | +263+3.9% | Added |
| Snowden Capital Advisors LLC | 7,012 | $446.1K | 0.01% | +2,600+58.9% | Added |
| Csenge Advisory Group | 6,864 | $444.9K | 0.02% | −28−0.4% | Reduced |
| Belpointe Asset Management LLC | 6,909 | $439.6K | 0.02% | −84−1.2% | Reduced |
| Welch & Forbes LLC | 6,908 | $439.5K | 0.01% | −250−3.5% | Reduced |
| J. Safra Sarasin Holding AG | 6,882 | $437.8K | 0.01% | +80+1.2% | Added |
| Blueshift Asset Management, LLC | 6,853 | $436.0K | 0.13% | −3,426−33.3% | Reduced |
| Sachetta, LLC | 6,788 | $431.8K | 0.17% | +27+0.4% | Added |
| Leslie Global Wealth, LLC | 6,593 | $419.4K | 0.22% | +35+0.5% | Added |
| Rockland Trust Co | 6,568 | $417.9K | 0.02% | −900−12.1% | Reduced |
| AlphaStar Capital Management, LLC | 6,560 | $417.4K | 0.03% | +6,560 | New |
| Verity & Verity, LLC | 6,529 | $415.4K | 0.04% | +197+3.1% | Added |
| Seeds Investor LLC | 6,505 | $413.9K | 0.10% | +20+0.3% | Added |
| Aptus Capital Advisors, LLC | 6,471 | $411.7K | 0.00% | −318−4.7% | Reduced |
| Vinva Investment Management Ltd | 6,395 | $405.2K | 0.01% | +6,395 | New |
| Meeder Advisory Services, Inc. | 6,360 | $404.6K | 0.02% | −1,741−21.5% | Reduced |
| Quarry LP | 6,351 | $404.1K | 0.09% | +4,301+209.8% | Added |
| Callan Family Office, LLC | 6,341 | $403.4K | 0.01% | +6,341 | New |
| Avidian Wealth Solutions, LLC | 6,179 | $393.1K | 0.02% | +176+2.9% | Added |
| AlphaCore Capital LLC | 6,166 | $392.3K | 0.01% | +6,166 | New |
| Savior LLC | 6,150 | $391.3K | 2.12% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,120 | $389.3K | 0.00% | +57+0.9% | Added |
| Bessemer Group Inc | 5,995 | $382.0K | 0.00% | −976−14.0% | Reduced |
| KCM Investment Advisors LLC | 5,985 | $380.8K | 0.01% | +43+0.7% | Added |
| Washington Trust Co | 5,985 | $380.8K | 0.01% | +3,575+148.3% | Added |
| Welch Group, LLC | 5,936 | $377.6K | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 5,911 | $376.1K | 0.06% | +5,911 | New |
| CIBC World Markets Inc. | 5,897 | $375.2K | 0.00% | +5,897 | New |
| Quadcap Wealth Management, LLC | 5,894 | $375.0K | 0.05% | +60+1.0% | Added |
| RSM US Wealth Management LLC | 5,858 | $372.7K | 0.01% | +27+0.5% | Added |
| LifeWealth Investments, LLC | 5,857 | $372.6K | 0.06% | +5,857 | New |
| Groupe la Francaise | 5,834 | $370.8K | 0.01% | +5,834 | New |
| Midwest Professional Planners, LTD. | 5,777 | $367.5K | 0.10% | −14−0.2% | Reduced |
| Horizon Investments, LLC | 5,769 | $367.0K | 0.01% | +507+9.6% | Added |
| Kelly Financial Group LLC | 5,769 | $367.0K | 0.11% | +45+0.8% | Added |
| McIlrath & Eck, LLC | 5,656 | $359.8K | 0.04% | +137+2.5% | Added |
| Ballentine Partners, LLC | 5,602 | $356.4K | 0.01% | −332−5.6% | Reduced |
| Atomi Financial Group, Inc. | 5,585 | $355.3K | 0.01% | −371−6.2% | Reduced |
| Advisor OS, LLC | 5,493 | $349.4K | 0.03% | −201−3.5% | Reduced |
| Beaumont Financial Advisors, LLC | 5,472 | $348.1K | 0.03% | +833+18.0% | Added |
| Thrive Wealth Management, LLC | 5,445 | $346.4K | 0.06% | +189+3.6% | Added |
| Alpha Family Trust | 5,440 | $346.1K | 0.17% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $345.8K | 0.19% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,404 | $343.8K | 0.00% | −270−4.8% | Reduced |
| HBK Sorce Advisory LLC | 5,291 | $336.6K | 0.01% | −143−2.6% | Reduced |
| Advisors Capital Management, LLC | 5,278 | $335.8K | 0.00% | −142−2.6% | Reduced |
| Fiduciary Financial Group, LLC | 5,130 | $331.1K | 0.06% | +605+13.4% | Added |
| Boothbay Fund Management, LLC | 5,194 | $330.4K | 0.01% | +786+17.8% | Added |
| Oxford Asset Management LLP | 5,065 | $322.2K | 0.11% | +5,065 | New |
| IHT Wealth Management, LLC | 5,052 | $321.4K | 0.01% | +795+18.7% | Added |
| International Private Wealth Advisors LLC | 5,014 | $319.0K | 0.27% | +5,014 | New |
| Addison Advisors LLC | 5,007 | $318.5K | 0.08% | +4,794+2,250.7% | Added |
| Wells Trecaso Financial Group, LLC | 4,972 | $316.3K | 0.10% | 00.0% | Unchanged |
| Spinnaker Trust | 4,915 | $312.7K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,892 | $311.2K | 0.04% | +4,892 | New |
| Nwam LLC | 4,713 | $310.4K | 0.02% | −2,070−30.5% | Reduced |
| CWA Asset Management Group, LLC | 4,854 | $308.8K | 0.01% | +4,854 | New |
| SageView Advisory Group, LLC | 4,737 | $308.7K | 0.01% | +895+23.3% | Added |
| MJP Associates Inc | 4,840 | $307.9K | 0.05% | +51+1.1% | Added |
| PFG Advisors | 4,776 | $303.8K | 0.01% | +4,776 | New |
| Prossimo Advisors, LLC | 4,756 | $303.0K | 0.24% | −844−15.1% | Reduced |
| Bryn Mawr Trust Co | 4,746 | $301.9K | 0.01% | −290−5.8% | Reduced |
| Destination Wealth Management | 4,719 | $300.3K | 0.01% | −117−2.4% | Reduced |
| Bayforest Capital Ltd | 4,642 | $295.3K | 0.13% | +4,642 | New |
| Coastal Bridge Advisors, LLC | 4,621 | $294.0K | 0.02% | −344−6.9% | Reduced |
| Oxler Private Wealth LLC | 4,620 | $293.9K | 0.09% | +20.0% | Added |
| We Are One Seven, LLC | 4,586 | $291.8K | 0.01% | +4,586 | New |
| Mather Group, LLC. | 4,578 | $291.2K | 0.00% | +1,287+39.1% | Added |
| Stratos Wealth Partners, LTD. | 4,575 | $291.1K | 0.00% | −1,255−21.5% | Reduced |
| Trueblood Wealth Management, LLC | 4,565 | $290.4K | 0.12% | +3+0.1% | Added |
| Everence Capital Management Inc | 4,560 | $290.0K | 0.02% | −1,970−30.2% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $289.0K | 0.14% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,541 | $288.9K | 0.02% | −342−7.0% | Reduced |
| Gladstone Institutional Advisory LLC | 4,521 | $287.6K | 0.01% | +4,521 | New |
| SC&H Financial Advisors, Inc. | 4,512 | $287.1K | 0.05% | +10.0% | Added |
| Farther Finance Advisors, LLC | 4,499 | $286.2K | 0.01% | −124−2.7% | Reduced |
| Synovus Financial Corp | 4,447 | $282.9K | 0.00% | +4,447 | New |
| Tower Research Capital LLC (TRC) | 4,427 | $281.6K | 0.01% | −17,275−79.6% | Reduced |
| Grace & White Inc | 4,418 | $281.1K | 0.05% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4,407 | $280.4K | 0.21% | +4,407 | New |
| Prospera Financial Services Inc | 4,401 | $280.1K | 0.01% | +589+15.5% | Added |
| Canada Post Corp Registered Pension Plan | 4,390 | $279.3K | 0.02% | +4,390 | New |
| Perigon Wealth Management, LLC | 4,353 | $276.9K | 0.01% | −323−6.9% | Reduced |
| Impact Capital Partners LLC | 4,334 | $275.7K | 0.09% | +13+0.3% | Added |