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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 935 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ2 2025: $19.8B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2025.

Institutions holding ES in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph357$22.0K0.01%00.0%Unchanged
Covestor Ltd325$21.0K0.01%−2,245−87.4%Reduced
VSM Wealth Advisory, LLC323$20.5K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA320$20.4K0.01%00.0%Unchanged
Harbour Investments, Inc.306$19.5K0.00%+6+2.0%Added
Raleigh Capital Management Inc.303$19.3K0.01%+14+4.8%Added
Chesapeake Asset Management LLC300$19.1K0.02%−5−1.6%Reduced
Delta Asset Management LLC300$19.1K0.00%00.0%Unchanged
Gleason Group, Inc.291$18.5K0.00%+4+1.4%Added
Garde Capital, Inc.283$18.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC290$18.0K0.00%+49+20.3%Added
GPS Wealth Strategies Group, LLC277$17.6K0.00%+277New
Johnson Financial Group, Inc.268$17.1K0.00%+268New
Zions Bancorporation, National Association266$16.9K0.00%−482−64.4%Reduced
First Command Advisory Services, Inc.262$16.7K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC261$16.6K0.01%−19−6.8%Reduced
Golden State Wealth Management, LLC252$16.0K0.00%+2+0.8%Added
Hemington Wealth Management257$16.0K0.00%+81+46.0%Added
Private Wealth Management Group, LLC250$15.9K0.01%−55−18.0%Reduced
Clear Street Markets LLC247$15.7K0.01%+247New
Colonial Trust Advisors243$15.5K0.00%−50−17.1%Reduced
Rise Advisors, LLC238$15.1K0.01%+2+0.8%Added
BankPlus Trust Department232$14.8K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc229$14.6K0.00%+164+252.3%Added
Essential Partners LLC219$13.9K0.01%+219New
SJS Investment Consulting Inc.214$13.6K0.00%−10−4.5%Reduced
CBIZ Investment Advisory Services, LLC214$13.6K0.00%+203+1,845.5%Added
Financial Perspectives, Inc210$13.4K0.00%00.0%Unchanged
Atticus Wealth Management, LLC200$12.7K0.00%−20−9.1%Reduced
ESL Trust Services, LLC200$12.7K0.00%00.0%Unchanged
Investors Research Corp199$12.7K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.198$12.6K0.00%+198New
North Star Investment Management Corp.197$12.5K0.00%+6+3.1%Added
Annis Gardner Whiting Capital Advisors, LLC189$12.0K0.00%+40+26.8%Added
Valley National Advisers Inc194$12.0K0.00%00.0%Unchanged
Bank of Jackson Hole Trust187$11.9K0.01%00.0%Unchanged
City State Bank187$11.9K0.00%00.0%Unchanged
Red Tortoise LLC181$11.5K0.01%00.0%Unchanged
Princeton Global Asset Management LLC173$11.0K0.00%+173New
Pinnacle Bancorp, Inc.172$10.9K0.00%00.0%Unchanged
Chilton Capital Management LLC170$10.8K0.00%−69−28.9%Reduced
Paladin Advisory Group, LLC164$10.4K0.01%−170−50.9%Reduced
Ameriflex Group, Inc.163$10.3K0.01%+43+35.8%Added
Twin Peaks Wealth Advisors, LLC153$10.1K0.00%+153New
Ameritas Advisory Services, LLC158$10.1K0.00%+158New
Capital Advisors, Ltd. LLC150$10.0K0.00%−1,067−87.7%Reduced
Midwest Capital Advisors, LLC155$9.86K0.01%00.0%Unchanged
Westside Investment Management, Inc.146$9.42K0.00%+146New
LRI Investments, LLC131$8.33K0.00%00.0%Unchanged
NewSquare Capital LLC129$8.21K0.00%−26−16.8%Reduced
Concord Wealth Partners128$8.14K0.00%+128New
MTM Investment Management, LLC126$8.02K0.00%+126New
Robbins Farley LLC125$7.95K0.00%00.0%Unchanged
Traub Capital Management LLC122$7.76K0.01%+122New
Rossby Financial, LCC120$7.63K0.00%−475−79.8%Reduced
Mark Sheptoff Financial Planning, LLC118$7.51K0.00%00.0%Unchanged
SWAN Capital LLC117$7.44K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC115$7.32K0.00%00.0%Unchanged
Park Square Financial Group, LLC113$7.19K0.01%00.0%Unchanged
Grove Bank & Trust112$7.13K0.00%+18+19.1%Added
Strategic Wealth Partners, Ltd.110$7.00K0.00%+110New
Colonial Trust Co103$6.78K0.00%−8−7.2%Reduced
Lavaca Capital LLC100$6.36K0.00%00.0%Unchanged
WealthCollab, LLC100$6.36K0.00%00.0%Unchanged
UMA Financial Services, Inc.100$6.36K0.00%+100New
Wood Tarver Financial Group, LLC96$6.00K0.00%00.0%Unchanged
Avion Wealth101$6.00K0.00%+4+4.1%Added
Leonteq Securities AG94$5.98K0.00%−410−81.3%Reduced
Fourth Dimension Wealth, LLC92$5.85K0.00%−50−35.2%Reduced
Sierra Ocean, LLC89$5.66K0.00%−145−62.0%Reduced
Headlands Technologies LLC85$5.41K0.00%+85New
High Note Wealth, LLC83$5.28K0.00%−26−23.9%Reduced
Howard Hughes Medical Institute79$5.03K0.00%+79New
Pin Oak Investment Advisors Inc83$5.00K0.00%00.0%Unchanged
IMG Wealth Management, Inc.76$4.83K0.00%+76New
Bell Investment Advisors, Inc74$4.71K0.00%−9−10.8%Reduced
Abound Wealth Management73$4.64K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC72$4.58K0.00%00.0%Unchanged
Raffa Wealth Management, LLC71$4.52K0.00%00.0%Unchanged
Mid-American Wealth Advisory Group, Inc.70$4.45K0.00%+70New
SBI Securities Co., Ltd.69$4.39K0.00%+5+7.8%Added
Fortitude Family Office, LLC68$4.33K0.00%+47+223.8%Added
Kilter Group LLC65$4.14K0.00%+65New
Silicon Valley Capital Partners64$4.07K0.00%+64New
Atlantic Trust, LLC63$4.01K0.00%−140−69.0%Reduced
Barnes Dennig Private Wealth Management LLC62$3.94K0.00%00.0%Unchanged
Birchbrook, Inc.58$3.69K0.00%+58New
Beacon Capital Management, LLC56$3.53K0.00%+1+1.8%Added
Solstein Capital, LLC54$3.44K0.00%+54New
WealthTrak Capital Management LLC50$3.18K0.00%+10+25.0%Added
Trifecta Capital Advisors, LLC46$2.93K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC45$2.86K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.44$2.80K0.00%+17+63.0%Added
Winch Advisory Services, LLC43$2.77K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.43$2.74K0.00%+8+22.9%Added
Sunbelt Securities, Inc.46$2.64K0.00%00.0%Unchanged
Stone House Investment Management, LLC41$2.61K0.00%+41New
Pacifica Partners Inc.34$2.15K0.00%−6−15.0%Reduced
JFS Wealth Advisors, LLC32$2.04K0.00%−117−78.5%Reduced
TCTC Holdings, LLC27$1.72K0.00%00.0%Unchanged