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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.

Q3 2025 vs. Q2 2025

How the institutions holding Eversource Energy changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of ES: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders93513992+70
Shares311.7M4.52M310.7M+3.54M (+1.2%)
Value$19.8B$287.7M$22.6B+$3.11B (+15.9%)

13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (139)

Institutions that held Eversource Energy at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 139 by value.

Institutions new to ES in Q3 2025
InstitutionSharesValue% of portfolio
Citadel Advisors LLC1,288,157$91.6M0.07%
Balyasny Asset Management LLC940,729$66.9M0.13%
Brandywine Global Investment Management, LLC792,430$56.4M0.39%
AXA Investment Managers S.A.246,063$17.5M0.05%
RWC Asset Management LLP137,630$9.79M0.47%
Credit Agricole S A135,334$9.63M0.03%
Brick & Kyle, Associates99,342$7.07M2.61%
Natixis88,024$6.26M0.03%
Entropy Technologies, LP65,651$4.67M0.35%
Quantbot Technologies LP65,281$4.64M0.13%
Schnieders Capital Management, LLC.64,679$4.60M0.82%
Ilmarinen Mutual Pension Insurance Co58,500$4.16M0.03%
Morningstar Investment Management LLC55,311$3.94M0.14%
CIBC Bancorp USA Inc.51,068$3.63M0.02%
DRW Securities, LLC38,437$2.72M0.14%
WBI Investments36,542$2.60M0.66%
Landscape Capital Management, L.L.C.34,347$2.44M0.15%
Lee Johnson Capital Management, LLC33,588$2.39M0.79%
Rakuten Investment Management, Inc.7,601$2.02M0.01%
BTG Pactual Asset Management US LLC28,414$2.02M0.24%
Mondrian Investment Partners LTD26,973$1.92M0.03%
Sciencast Management LP24,160$1.72M0.32%
CAPROCK Group, Inc.21,245$1.36M0.03%
BetterWealth, LLC18,987$1.35M0.32%
Tounjian Advisory Partners, LLC16,230$1.15M0.39%
Pallas Capital Advisors LLC16,135$1.15M0.04%
Vennlight Capital Management, LP15,300$1.09M1.42%
Buckingham Strategic Partners13,922$1.00M0.01%
Allstate Corp13,412$954.1K0.02%
Quantitative Investment Management, LLC13,288$945.0K0.13%
Ontario Teachers Pension Plan Board12,532$891.5K0.02%
Steel Peak Wealth Management LLC12,204$868.2K0.03%
Occudo Quantitative Strategies LP10,946$778.7K0.09%
Bridgefront Capital, LLC10,221$727.1K0.21%
Maridea Wealth Management LLC9,290$676.8K0.11%
XTX Topco Ltd9,461$673.1K0.03%
Ellevest, Inc.9,423$670.4K0.10%
Nomura Holdings Inc8,915$634.2K0.00%
Catalytic Wealth RIA, LLC8,784$624.9K0.02%
Vista Investment Partners LLC8,501$604.8K0.17%
Inscription Capital, LLC8,219$584.7K0.06%
Krilogy Financial LLC7,759$565.7K0.02%
Aigen Investment Management, LP7,838$557.6K0.09%
Capstone Investment Advisors, LLC7,759$552.0K0.00%
Oppenheimer & Co Inc7,296$519.0K0.01%
WESPAC Advisors, LLC7,052$501.7K0.29%
Schonfeld Strategic Advisors LLC6,986$497.0K0.00%
Tema ETFs LLC6,928$492.9K0.04%
Bryce Point Capital, LLC6,860$488.0K0.60%
Golden State Equity Partners6,519$463.8K0.08%
Parcion Private Wealth LLC6,413$456.2K0.03%
NorthCrest Asset Manangement, LLC6,022$438.7K0.01%
Capula Management Ltd5,107$363.3K0.00%
Polymer Capital Management (US) LLC5,058$359.8K0.05%
Sivia Capital Partners, LLC4,643$330.3K0.09%
Aegis Wealth Management LLC4,578$325.7K0.17%
Martingale Asset Management L P4,250$302.3K0.01%
GTS Securities LLC4,167$296.4K0.01%
Optas, LLC4,159$295.9K0.05%
Simplicity Wealth,LLC4,140$294.5K0.02%
Baker Avenue Asset Management, LP3,863$274.8K0.01%
Red Door Wealth Management, LLC3,825$272.1K0.03%
TCG Advisory Services, LLC3,818$271.6K0.01%
Sigma Planning Corp3,793$269.8K0.01%
Kera Capital Partners, Inc.3,774$268.5K0.04%
Evoke Wealth, LLC3,767$268.1K0.01%
Venturi Wealth Management, LLC3,762$267.6K0.01%
Volterra Technologies LP3,571$254.0K0.17%
Requisite Capital Management, LLC3,413$242.8K0.04%
Investment Advisory Group, LLC3,380$240.5K0.07%
Iams Wealth Management, LLC3,333$237.2K0.10%
Sage Mountain Advisors LLC3,291$234.1K0.01%
Exencial Wealth Advisors, LLC3,273$232.8K0.01%
CFS Investment Advisory Services, LLC3,092$230.9K0.02%
Foundations Investment Advisors, LLC3,216$228.8K0.00%
Azimuth Capital Investment Management LLC3,157$224.6K0.01%
Fiduciary Alliance LLC3,114$221.5K0.01%
Midwest Trust Co3,093$220.0K0.00%
Kraematon Investment Advisors, Inc3,089$219.7K0.19%
QTR Family Wealth, LLC3,075$218.8K0.10%
Hardman Johnston Global Advisors LLC3,000$213.4K0.01%
Econ Financial Services Corp2,996$213.1K0.11%
Means Investment Co., Inc.2,989$212.6K0.02%
Alliance Wealth Advisors, LLC2,965$210.9K0.11%
Sovran Advisors, LLC2,856$210.8K0.02%
Capital Performance Advisors LLP2,938$209.0K0.03%
Clear Harbor Asset Management, LLC2,920$207.7K0.01%
Exchange Bank2,889$205.5K0.14%
Arete Wealth Advisors, LLC2,885$205.0K0.01%
Pinnacle West Asset Management, Inc.2,880$205.0K0.13%
Peak Asset Management, LLC2,866$203.9K0.04%
Novak & Powell Financial Services, Inc.2,848$202.6K0.11%
Chris Bulman Inc2,847$202.5K0.10%
Parsons Capital Management Inc2,819$200.5K0.01%
HM Payson & Co1,910$135.9K0.00%
Wexford Capital LP1,432$101.9K0.03%
Measured Wealth Private Client Group, LLC1,247$88.7K0.02%
Quent Capital, LLC1,224$87.1K0.01%
Sentry Investment Management LLC935$69.0K0.05%
Pathway Financial Advisers, LLC712$50.7K0.01%

Sold out (69)

Institutions that held Eversource Energy at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of ES in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Lazard Asset Management LLC2,692,707$171.3M
Caisse de Depot Et Placement du Quebec873,490$55.6M
AXA S.A.288,640$18.4M
Voloridge Investment Management, LLC203,229$12.9M
Connor, Clark & Lunn Investment Management Ltd.154,744$9.84M
Kempen Capital Management N.V.125,452$7.98M
SummitTX Capital, L.P.60,000$3.82M
Tredje AP-fonden39,721$2.53M
Oak Thistle LLC24,962$1.59M
Dynamic Technology Lab Private Ltd22,139$1.41M
McDonald Partners LLC15,507$990.2K
Engineers Gate Manager LP15,046$957.2K
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group14,269$907.8K
111 Capital13,396$852.3K
Fox Run Management, L.L.C.11,770$748.8K
Dark Forest Capital Management LP11,462$729.2K
Picton Mahoney Asset Management9,255$588.0K
Scientech Research LLC8,671$551.6K
Everett Harris & Co7,700$489.9K
Sherbrooke Park Advisers LLC7,577$482.0K
Point72 Asia (Singapore) Pte. Ltd.7,545$480.0K
Virtu Financial LLC7,449$474.0K
Fieldview Capital Management, LLC5,911$376.1K
Groupe la Francaise5,834$370.8K
Boothbay Fund Management, LLC5,194$330.4K
Oxford Asset Management LLP5,065$322.2K
PFG Advisors4,776$303.8K
Prossimo Advisors, LLC4,756$303.0K
MBB Public Markets I LLC4,217$268.3K
Optimize Financial Inc4,215$268.2K
Leo Wealth, LLC4,015$255.4K
Sterling Investment Counsel, LLC3,860$245.6K
Crestwood Advisors Group LLC3,510$223.3K
Pitcairn Co3,509$223.2K
Cascade Financial Partners, LLC3,450$219.5K
Hudson Bay Capital Management LP3,160$201.0K
Employees Retirement System of Texas2,788$177.0K
Opal Wealth Advisors, LLC1,657$105.4K
Skopos Labs, Inc.1,334$84.8K
Intact Investment Management Inc.1,200$76.3K
Walleye Trading LLC1,101$70.0K
Kiker Wealth Management, LLC600$38.2K
BFSG, LLC500$31.8K
Mount Yale Investment Advisors, LLC489$31.1K
Neo Ivy Capital Management414$26.3K
Garde Capital, Inc.283$18.0K
Atticus Wealth Management, LLC200$12.7K
Cullen/Frost Bankers, Inc.198$12.6K
Twin Peaks Wealth Advisors, LLC153$10.1K
NewSquare Capital LLC129$8.21K
Traub Capital Management LLC122$7.76K
Park Square Financial Group, LLC113$7.19K
Wood Tarver Financial Group, LLC96$6.00K
Sierra Ocean, LLC89$5.66K
Headlands Technologies LLC85$5.41K
Mid-American Wealth Advisory Group, Inc.70$4.45K
Silicon Valley Capital Partners64$4.07K
Birchbrook, Inc.58$3.69K
Beacon Capital Management, LLC56$3.53K
WealthTrak Capital Management LLC50$3.18K
Newbridge Financial Services Group, Inc.44$2.80K
GFG Capital, LLC20$1.27K
Total Investment Management Inc13$827
YANKCOM Partnership12$764
NVWM, LLC10$636
Stephens Consulting, LLC9$573
Kestra Investment Management, LLC9$559
LGT Financial Advisors LLC8$509
Transce3nd, LLC2$127

Not filed for Q3 2025 yet (13)

Institutions that held Eversource Energy at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank4,318,516$274.7M
Schnieders Capital Management LLC58,444$3.72M
CIBC World Markets Corp46,217$2.94M
Avantax Advisory Services, Inc.33,810$2.15M
EP Wealth Advisors, LLC23,767$1.51M
Union Savings Bank12,564$830.5K
My Legacy Advisors, LLC8,896$588.1K
Congress Wealth Management LLC7,988$508.3K
Graypoint LLC4,174$265.6K
Hamilton Capital, LLC4,067$258.7K
Oliver Lagore Vanvalin Investment Group2,502$155.4K
First Horizon Advisors, Inc.958$61.0K
Parkworth Wealth Management, Inc.10$636