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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 4,146 | $275.2K | 0.01% | +901+27.8% | Added |
| Charter Trust Co | 4,325 | $275.2K | 0.02% | −140−3.1% | Reduced |
| Stablepoint Partners, LLC | 4,324 | $275.1K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,312 | $274.3K | 0.01% | −95−2.2% | Reduced |
| Mizuho Markets Americas LLC | 4,280 | $272.3K | 0.01% | −18,136−80.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,278 | $272.2K | 0.12% | +88+2.1% | Added |
| Clifford Swan Investment Counsel LLC | 4,255 | $270.7K | 0.01% | +5+0.1% | Added |
| Blue Fin Capital, Inc. | 4,231 | $269.2K | 0.05% | −1,450−25.5% | Reduced |
| Holderness Investments Co | 4,222 | $268.6K | 0.06% | +4,222 | New |
| MBB Public Markets I LLC | 4,217 | $268.3K | 0.03% | −964−18.6% | Reduced |
| Optimize Financial Inc | 4,215 | $268.2K | 0.16% | −30−0.7% | Reduced |
| Apella Capital, LLC | 4,152 | $267.4K | 0.01% | +73+1.8% | Added |
| Graypoint LLC | 4,174 | $265.6K | 0.01% | +118+2.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,171 | $265.3K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,159 | $264.6K | 0.02% | −124−2.9% | Reduced |
| Formidable Asset Management, LLC | 4,252 | $264.1K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,144 | $263.6K | 0.01% | −213−4.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,066 | $262.5K | 0.18% | +212+5.5% | Added |
| Beirne Wealth Consulting Services, LLC | 4,102 | $261.0K | 0.08% | −95−2.3% | Reduced |
| Hamilton Capital, LLC | 4,067 | $258.7K | 0.01% | −35−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,062 | $258.4K | 0.01% | +520+14.7% | Added |
| Fortis Group Advisors, LLC | 3,891 | $257.2K | 0.05% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,033 | $256.6K | 0.26% | 00.0% | Unchanged |
| Leo Wealth, LLC | 4,015 | $255.4K | 0.02% | +4,015 | New |
| Spire Wealth Management | 4,010 | $255.1K | 0.01% | −4,453−52.6% | Reduced |
| Kingsview Wealth Management, LLC | 4,002 | $254.6K | 0.00% | +60+1.5% | Added |
| Viking Fund Management LLC | 4,000 | $254.5K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,977 | $253.0K | 0.03% | +48+1.2% | Added |
| Melfa Wealth Management, LLC | 3,941 | $250.7K | 0.16% | 00.0% | Unchanged |
| Central Trust Co | 3,918 | $249.3K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,875 | $246.5K | 0.02% | +3,800+5,066.7% | Added |
| Cozad Asset Management Inc | 3,864 | $245.8K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,860 | $245.6K | 0.14% | −240−5.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,841 | $244.4K | 0.01% | −517−11.9% | Reduced |
| PDS Planning, Inc | 3,840 | $244.3K | 0.02% | +173+4.7% | Added |
| Mindset Wealth Management, LLC | 3,836 | $244.0K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,830 | $243.7K | 0.03% | +1,105+40.6% | Added |
| Hurlow Wealth Management Group, Inc. | 3,827 | $243.5K | 0.07% | −19−0.5% | Reduced |
| Change Path, LLC | 3,809 | $242.3K | 0.01% | +3,809 | New |
| Patton Fund Management, Inc. | 3,806 | $242.1K | 0.05% | +3,806 | New |
| Flputnam Investment Management Co | 3,742 | $238.1K | 0.00% | −2,229−37.3% | Reduced |
| Thomasville National Bank | 3,711 | $236.1K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,703 | $236.0K | 0.01% | −2,079−36.0% | Reduced |
| Catalyst Financial Partners LLC | 3,699 | $235.3K | 0.03% | −75−2.0% | Reduced |
| Fidelis Capital Partners, LLC | 3,566 | $233.3K | 0.02% | +3,566 | New |
| Whittier Trust Co | 3,646 | $231.9K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,644 | $231.8K | 0.00% | +292+8.7% | Added |
| Berkshire Bank | 3,610 | $229.7K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,610 | $229.7K | 0.00% | −83−2.2% | Reduced |
| LGT Group Foundation | 3,585 | $228.1K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,580 | $227.8K | 0.02% | −1,389−28.0% | Reduced |
| Cigna Investments Inc | 3,567 | $227.0K | 0.04% | −157−4.2% | Reduced |
| FC Advisory LLC | 3,561 | $226.6K | 0.07% | +41+1.2% | Added |
| Groupama Asset Managment | 3,560 | $225.6K | 0.00% | −26,625−88.2% | Reduced |
| MAI Capital Management | 3,539 | $225.1K | 0.00% | +643+22.2% | Added |
| Cadence Wealth Management LLC | 3,521 | $224.0K | 0.15% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,512 | $223.4K | 0.00% | +3,512 | New |
| Crestwood Advisors Group LLC | 3,510 | $223.3K | 0.00% | −3,393−49.2% | Reduced |
| Pitcairn Co | 3,509 | $223.2K | 0.01% | −1,708−32.7% | Reduced |
| Axxcess Wealth Management, LLC | 3,496 | $222.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,468 | $220.6K | 0.01% | −102−2.9% | Reduced |
| Parallel Advisors, LLC | 3,467 | $220.6K | 0.00% | −1,396−28.7% | Reduced |
| Sterling Financial Planning, Inc. | 3,452 | $219.6K | 0.07% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $219.6K | 0.17% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 3,450 | $219.5K | 0.03% | −571−14.2% | Reduced |
| Resonant Capital Advisors, LLC | 3,447 | $219.3K | 0.01% | −20−0.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,436 | $218.6K | 0.06% | −363−9.6% | Reduced |
| Syon Capital LLC | 3,425 | $217.9K | 0.01% | +3,425 | New |
| Financial Engines Advisors L.L.C. | 3,390 | $216.0K | 0.00% | +58+1.7% | Added |
| Horizon Investment Services, LLC | 3,379 | $215.0K | 0.09% | +3,379 | New |
| EverSource Wealth Advisors, LLC | 3,365 | $214.1K | 0.01% | −450−11.8% | Reduced |
| Brighton Jones LLC | 3,350 | $213.1K | 0.01% | +3,350 | New |
| Cidel Asset Management Inc | 3,327 | $211.7K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,316 | $211.0K | 0.04% | +3,316 | New |
| Concurrent Investment Advisors, LLC | 3,304 | $210.2K | 0.00% | +3,304 | New |
| Cary Street Partners Financial LLC | 3,303 | $210.1K | 0.01% | +3,303 | New |
| Two Sigma Advisers, LP | 3,300 | $209.9K | 0.00% | +3,300 | New |
| Citizens Financial Group Inc | 3,285 | $209.0K | 0.00% | +9+0.3% | Added |
| Tocqueville Asset Management L.P. | 3,200 | $203.6K | 0.00% | +3,200 | New |
| Redhawk Wealth Advisors, Inc. | 3,188 | $202.8K | 0.03% | +3,188 | New |
| Gsa Capital Partners LLP | 3,172 | $202.0K | 0.01% | −23,997−88.3% | Reduced |
| Hudson Bay Capital Management LP | 3,160 | $201.0K | 0.00% | −697−18.1% | Reduced |
| Atlantic Union Bankshares Corp | 3,091 | $196.7K | 0.00% | +3,091 | New |
| ORG Partners LLC | 1,597 | $190.2K | 0.04% | +285+21.7% | Added |
| Y.D. More Investments Ltd | 2,956 | $187.3K | 0.01% | +594+25.1% | Added |
| Ronald Blue Trust, Inc. | 2,936 | $186.8K | 0.00% | +94+3.3% | Added |
| CX Institutional | 2,890 | $184.0K | 0.01% | +275+10.5% | Added |
| GHP Investment Advisors, Inc. | 2,867 | $182.4K | 0.01% | +2,755+2,459.8% | Added |
| Trust Co of Vermont | 2,862 | $182.1K | 0.01% | +358+14.3% | Added |
| Employees Retirement System of Texas | 2,788 | $177.0K | 0.00% | +2,788 | New |
| Brown, Lisle/Cummings, Inc. | 2,666 | $169.6K | 0.05% | 00.0% | Unchanged |
| Albion Financial Group | 2,644 | $168.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 2,600 | $165.4K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $165.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,591 | $164.8K | 0.02% | −23−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,490 | $158.4K | 0.01% | +935+60.1% | Added |
| Private Wealth Asset Management, LLC | 2,458 | $156.4K | 0.02% | −58−2.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,502 | $155.4K | 0.06% | +2,502 | New |
| NBC Securities, Inc. | 2,447 | $155.0K | 0.01% | +47+2.0% | Added |
| Medallion Wealth Advisors, LLC | 2,383 | $152.6K | 0.06% | +2+0.1% | Added |