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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 2,200 | $140.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,196 | $139.7K | 0.01% | +1,467+201.2% | Added |
| IFP Advisors, Inc | 2,155 | $138.7K | 0.00% | +446+26.1% | Added |
| Ci Investments Inc. | 2,152 | $137.0K | 0.00% | +317+17.3% | Added |
| Versant Capital Management, Inc | 2,144 | $136.4K | 0.02% | +1,289+150.8% | Added |
| CoreCap Advisors, LLC | 2,134 | $135.8K | 0.01% | +1,945+1,029.1% | Added |
| Centaurus Financial, Inc. | 2,124 | $135.0K | 0.01% | +81+4.0% | Added |
| Richardson Financial Services Inc. | 2,062 | $133.1K | 0.09% | −10−0.5% | Reduced |
| Geneos Wealth Management Inc. | 1,936 | $123.2K | 0.00% | +125+6.9% | Added |
| AdvisorNet Financial, Inc | 1,897 | $120.7K | 0.01% | −18−0.9% | Reduced |
| Hughes Financial Services, LLC | 1,837 | $120.2K | 0.02% | −25−1.3% | Reduced |
| Catalyst Capital Advisors LLC | 1,813 | $115.3K | 0.00% | +1,813 | New |
| Cornerstone Planning Group LLC | 1,745 | $115.0K | 0.02% | +1,703+4,054.8% | Added |
| Cape Investment Advisory, Inc. | 1,780 | $113.2K | 0.04% | +1,780 | New |
| CVA Family Office, LLC | 1,776 | $113.0K | 0.02% | +282+18.9% | Added |
| Massmutual Trust Co FSB | 1,722 | $109.6K | 0.00% | −48−2.7% | Reduced |
| Rothschild Investment LLC | 1,698 | $108.0K | 0.01% | +559+49.1% | Added |
| Smithfield Trust Co | 1,673 | $107.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,671 | $106.3K | 0.00% | −10−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,657 | $105.4K | 0.03% | −6−0.4% | Reduced |
| Center for Financial Planning, Inc. | 1,648 | $104.8K | 0.01% | −155−8.6% | Reduced |
| Brown Brothers Harriman & Co | 1,626 | $103.4K | 0.00% | +495+43.8% | Added |
| Parkside Financial Bank & Trust | 1,603 | $102.0K | 0.01% | −301−15.8% | Reduced |
| Clearstead Advisors, LLC | 1,512 | $96.2K | 0.00% | +817+117.6% | Added |
| Vision Financial Markets LLC | 1,506 | $95.8K | 0.09% | 00.0% | Unchanged |
| South State Corp. | 1,488 | $94.7K | 0.00% | −665−30.9% | Reduced |
| Crews Bank & Trust | 1,482 | $94.3K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,464 | $93.1K | 0.00% | −64−4.2% | Reduced |
| TD Private Client Wealth LLC | 1,459 | $92.8K | 0.00% | +86+6.3% | Added |
| Flagship Wealth Advisors, LLC | 1,441 | $91.7K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,408 | $89.6K | 0.00% | +632+81.4% | Added |
| Skopos Labs, Inc. | 1,334 | $84.8K | 0.01% | +549+69.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $83.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,311 | $83.1K | 0.01% | −696−34.7% | Reduced |
| Umb Bank N A | 1,290 | $82.1K | 0.00% | +643+99.4% | Added |
| Hantz Financial Services, Inc. | 1,286 | $82.0K | 0.00% | +195+17.9% | Added |
| Holos Integrated Wealth LLC | 1,249 | $81.2K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,253 | $79.7K | 0.04% | 00.0% | Unchanged |
| Friedenthal Financial | 1,233 | $78.4K | 0.04% | +1,212+5,771.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,223 | $77.9K | 0.03% | +1+0.1% | Added |
| Intact Investment Management Inc. | 1,200 | $76.3K | 0.00% | +1,200 | New |
| Manchester Capital Management LLC | 1,190 | $75.7K | 0.01% | +235+24.6% | Added |
| Washington Trust Advisors, Inc. | 1,129 | $71.8K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,105 | $70.3K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,101 | $70.0K | 0.00% | −24−2.1% | Reduced |
| TSFG, LLC | 1,090 | $69.0K | 0.01% | −105−8.8% | Reduced |
| MUFG Securities EMEA plc | 1,081 | $68.8K | 0.00% | +1,081 | New |
| First Community Trust NA | 1,080 | $68.7K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,042 | $66.3K | 0.04% | +213+25.7% | Added |
| Tortoise Investment Management, LLC | 1,037 | $66.0K | 0.01% | +47+4.7% | Added |
| Quest Partners LLC | 1,013 | $64.4K | 0.01% | +617+155.8% | Added |
| Amica Retiree Medical Trust | 992 | $63.0K | 0.09% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 981 | $62.4K | 0.02% | −3−0.3% | Reduced |
| Bullock Wealth Management Group | 965 | $62.3K | 0.03% | +9+0.9% | Added |
| First Horizon Advisors, Inc. | 958 | $61.0K | 0.00% | −68−6.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 956 | $60.8K | 0.01% | +32+3.5% | Added |
| Bogart Wealth, LLC | 928 | $59.0K | 0.00% | +466+100.9% | Added |
| Onefund, LLC | 913 | $58.0K | 0.04% | +913 | New |
| CoreFirst Bank & Trust | 907 | $57.7K | 0.03% | +907 | New |
| Nemes Rush Group LLC | 900 | $57.3K | 0.01% | −300−25.0% | Reduced |
| Heritage Wealth Advisors | 900 | $57.3K | 0.00% | +100+12.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 892 | $56.8K | 0.00% | +220+32.7% | Added |
| City Holding Co | 885 | $56.3K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $55.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 850 | $54.1K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $54.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $50.9K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $50.1K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 785 | $49.9K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $46.7K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $45.0K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $44.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 696 | $44.0K | 0.00% | −801−53.5% | Reduced |
| Aventura Private Wealth, LLC | 684 | $43.5K | 0.02% | +684 | New |
| Broadwater Capital Management LLC | 39,444 | $39.4K | 0.03% | +38,824+6,261.9% | Added |
| True Wealth Design, LLC | 608 | $38.7K | 0.01% | +513+540.0% | Added |
| Bangor Savings Bank | 604 | $38.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 600 | $38.2K | 0.02% | −17−2.8% | Reduced |
| Kiker Wealth Management, LLC | 600 | $38.2K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 580 | $36.9K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 578 | $36.8K | 0.02% | +578 | New |
| DT Investment Partners, LLC | 577 | $36.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 574 | $36.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 546 | $34.7K | 0.00% | +300+122.0% | Added |
| MV Capital Management, Inc. | 532 | $33.8K | 0.00% | −34−6.0% | Reduced |
| Salem Investment Counselors Inc | 528 | $33.6K | 0.00% | −17−3.1% | Reduced |
| Ancora Advisors, LLC | 519 | $33.0K | 0.00% | +482+1,302.7% | Added |
| Webster Bank, N. A. | 500 | $31.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $31.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $31.8K | 0.01% | +500 | New |
| Mount Yale Investment Advisors, LLC | 489 | $31.1K | 0.00% | +489 | New |
| Coston, McIsaac & Partners | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $30.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $30.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 467 | $29.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $28.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 441 | $28.1K | 0.00% | +441 | New |
| Neo Ivy Capital Management | 414 | $26.3K | 0.01% | +414 | New |
| Creative Financial Designs Inc | 393 | $25.0K | 0.00% | +147+59.8% | Added |
| HFM Investment Advisors, LLC | 376 | $23.9K | 0.01% | +6+1.6% | Added |