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, Q3 2025
Institutional positions in Eversource Energy as of Sep 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
- 992
- +70 vs. Q2 2025
- Shares held
- 310.7M
- +3.54M (+1.2%) vs. Q2 2025
- Total value
- $22.6B
- +$3.11B (+15.9%) vs. Q2 2025
- New holders
- 139
- 391 more added
- Sold out
- 69
- 286 more reduced
13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 386,853 | $27.5M | 0.15% | +19,795+5.4% | Added |
| Envestnet Asset Management Inc | 390,355 | $27.8M | 0.01% | −13,515−3.3% | Reduced |
| KBC Group NV | 413,216 | $29.4M | 0.07% | +134,702+48.4% | Added |
| Royal London Asset Management Ltd | 417,060 | $29.7M | 0.06% | −10,865−2.5% | Reduced |
| Verition Fund Management LLC | 417,119 | $29.7M | 0.17% | −168,317−28.8% | Reduced |
| Principal Financial Group Inc | 418,929 | $29.8M | 0.02% | −594−0.1% | Reduced |
| Act Two Investors LLC | 420,052 | $29.9M | 5.30% | −16,960−3.9% | Reduced |
| Quantinno Capital Management LP | 425,750 | $30.3M | 0.08% | +190,568+81.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 427,934 | $30.4M | 0.05% | +8,683+2.1% | Added |
| LPL Financial LLC | 449,536 | $32.0M | 0.01% | +32,274+7.7% | Added |
| Alliancebernstein L.P. | 454,683 | $32.3M | 0.01% | −61,559−11.9% | Reduced |
| Stifel Financial Corp | 462,407 | $32.9M | 0.03% | −25,514−5.2% | Reduced |
| Retirement Systems of Alabama | 470,549 | $33.5M | 0.11% | +331+0.1% | Added |
| Duff & Phelps Investment Management Co | 493,027 | $35.1M | 0.40% | +189,187+62.3% | Added |
| BNP Paribas Arbitrage, SA | 500,274 | $35.6M | 0.03% | −89,773−15.2% | Reduced |
| Marshall Wace, LLP | 507,581 | $36.1M | 0.04% | −15,899−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 515,561 | $36.7M | 0.19% | −18,967−3.5% | Reduced |
| Price T Rowe Associates Inc | 532,319 | $37.9M | 0.00% | +3,041+0.6% | Added |
| Bank of Montreal | 541,170 | $38.5M | 0.02% | +30,360+5.9% | Added |
| National Pension Service | 545,275 | $38.8M | 0.03% | +12,482+2.3% | Added |
| Aviva PLC | 574,916 | $40.9M | 0.07% | +54,915+10.6% | Added |
| Swedbank AB | 662,413 | $47.1M | 0.05% | +11,322+1.7% | Added |
| Point72 Asset Management, L.P. | 668,210 | $47.5M | 0.10% | +271,204+68.3% | Added |
| New York State Common Retirement Fund | 686,460 | $48.8M | 0.06% | −28,100−3.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 693,791 | $49.4M | 0.25% | −13,498−1.9% | Reduced |
| Old Republic International Corporation | 703,933 | $50.1M | 1.86% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 704,842 | $50.1M | 0.37% | −252,290−26.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 737,544 | $52.5M | 0.08% | +345,450+88.1% | Added |
| Canada Pension Plan Investment Board | 743,044 | $52.9M | 0.04% | +96,710+15.0% | Added |
| Manufacturers Life Insurance Company, The | 753,312 | $53.6M | 0.04% | +24,477+3.4% | Added |
| Gabelli Funds LLC | 776,350 | $55.2M | 0.37% | −19,900−2.5% | Reduced |
| Rhumbline Advisers | 788,866 | $56.1M | 0.05% | −9,825−1.2% | Reduced |
| Brandywine Global Investment Management, LLC | 792,430 | $56.4M | 0.39% | +792,430 | New |
| Standard Life Aberdeen plc | 805,530 | $56.8M | 0.09% | +42,649+5.6% | Added |
| Los Angeles Capital Management LLC | 802,556 | $57.1M | 0.19% | +508,854+173.3% | Added |
| Nomura Asset Management Co Ltd | 802,838 | $57.1M | 0.15% | −63,169−7.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 817,704 | $58.2M | 0.04% | +30,371+3.9% | Added |
| CBOE Vest Financial, LLC | 825,663 | $58.7M | 0.77% | −95,937−10.4% | Reduced |
| Great West Life Assurance Co | 875,524 | $61.7M | 0.09% | +152,638+21.1% | Added |
| Wells Fargo & Company | 890,480 | $63.3M | 0.01% | −10,005−1.1% | Reduced |
| Mackenzie Financial Corp | 913,624 | $65.0M | 0.08% | +11,771+1.3% | Added |
| Balyasny Asset Management LLC | 940,729 | $66.9M | 0.13% | +940,729 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 967,995 | $68.9M | 0.04% | +3,725+0.4% | Added |
| M&G Plc | 974,984 | $69.2M | 0.37% | −88,260−8.3% | Reduced |
| Swiss National Bank | 1,059,033 | $75.3M | 0.04% | −52,100−4.7% | Reduced |
| Russell Investments Group, Ltd. | 1,060,902 | $75.5M | 0.09% | +494,158+87.2% | Added |
| California State Teachers Retirement System | 1,065,220 | $75.8M | 0.08% | +6,048+0.6% | Added |
| California Public Employees Retirement System | 1,175,182 | $83.6M | 0.05% | −256,710−17.9% | Reduced |
| Empower Advisory Group, LLC | 1,249,266 | $88.9M | 0.25% | +729+0.1% | Added |
| Adage Capital Partners GP, L.L.C. | 1,275,334 | $90.7M | 0.14% | +376,300+41.9% | Added |
| Citadel Advisors LLC | 1,288,157 | $91.6M | 0.07% | +1,288,157 | New |
| Aventail Capital Group, LP | 1,366,121 | $97.2M | 4.62% | +783,768+134.6% | Added |
| Macquarie Group Ltd | 1,374,920 | $97.8M | 0.11% | +245,235+21.7% | Added |
| Pictet Asset Management Holding SA | 1,394,891 | $99.2M | 0.10% | −1,076,868−43.6% | Reduced |
| Barclays PLC | 1,445,873 | $102.9M | 0.04% | −16,104−1.1% | Reduced |
| Nordea Investment Management AB | 1,516,412 | $106.7M | 0.09% | −106,951−6.6% | Reduced |
| Millennium Management LLC | 1,502,873 | $106.9M | 0.08% | −1,455,671−49.2% | Reduced |
| Man Group plc | 1,521,884 | $108.3M | 0.21% | +504,430+49.6% | Added |
| Bank of America Corp | 1,542,136 | $109.7M | 0.01% | −229,009−12.9% | Reduced |
| LSV Asset Management | 1,566,577 | $111.4M | 0.25% | +1,203,563+331.5% | Added |
| Franklin Resources Inc | 1,773,316 | $126.2M | 0.03% | +1,620+0.1% | Added |
| AQR Capital Management LLC | 1,800,618 | $127.1M | 0.08% | +1,449,388+412.7% | Added |
| JPMorgan Chase & Co | 1,796,389 | $127.8M | 0.01% | +404,515+29.1% | Added |
| Dimensional Fund Advisors LP | 1,973,038 | $140.4M | 0.03% | +295,371+17.6% | Added |
| First Trust Advisors LP | 2,066,717 | $147.0M | 0.11% | −7,442−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,084,468 | $148.3M | 0.33% | −209,111−9.1% | Reduced |
| Amundi | 2,321,637 | $168.8M | 0.05% | +434,695+23.0% | Added |
| Wellington Management Group LLP | 2,529,388 | $179.9M | 0.03% | −1,818,076−41.8% | Reduced |
| Bank of New York Mellon Corp | 2,545,084 | $181.1M | 0.03% | +113,836+4.7% | Added |
| ProShare Advisors LLC | 2,616,701 | $186.2M | 0.39% | −207,630−7.4% | Reduced |
| American Century Companies Inc | 2,963,939 | $210.9M | 0.11% | −1,162,611−28.2% | Reduced |
| Deutsche Bank AG | 3,000,074 | $213.4M | 0.07% | +1,450,819+93.6% | Added |
| Royal Bank of Canada | 3,151,513 | $224.2M | 0.04% | +862,773+37.7% | Added |
| Public Sector Pension Investment Board | 3,405,596 | $242.3M | 0.89% | +4,596+0.1% | Added |
| HSBC Holdings PLC | 3,473,289 | $246.6M | 0.15% | +459,615+15.3% | Added |
| Northern Trust Corp | 3,612,400 | $257.0M | 0.03% | −35,105−1.0% | Reduced |
| Goldman Sachs Group Inc | 3,741,041 | $266.1M | 0.04% | +1,126,293+43.1% | Added |
| Zimmer Partners, LP | 3,752,300 | $266.9M | 6.52% | −619,400−14.2% | Reduced |
| UBS Group AG | 3,827,141 | $272.3M | 0.05% | −157,168−3.9% | Reduced |
| Nuveen, LLC | 4,564,497 | $324.7M | 0.09% | −119,906−2.6% | Reduced |
| Legal & General Group Plc | 5,088,500 | $362.0M | 0.08% | +63,466+1.3% | Added |
| Invesco Ltd. | 5,131,395 | $365.0M | 0.06% | −235,599−4.4% | Reduced |
| Morgan Stanley | 5,640,881 | $401.3M | 0.02% | −603,229−9.7% | Reduced |
| Charles Schwab Investment Management Inc | 5,874,648 | $417.9M | 0.07% | +2,2110.0% | Added |
| UBS Asset Management Americas Inc | 6,142,745 | $437.0M | 0.09% | −432,992−6.6% | Reduced |
| Magellan Asset Management Ltd | 7,406,785 | $526.9M | 6.24% | +454,658+6.5% | Added |
| Geode Capital Management, LLC | 9,441,126 | $668.9M | 0.04% | +167,711+1.8% | Added |
| FMR LLC | 10,729,031 | $763.3M | 0.04% | −210,320−1.9% | Reduced |
| Victory Capital Management Inc | 5,900,662 | $970.7M | 0.61% | +505,489+9.4% | Added |
| State Street Corp | 26,747,251 | $1.90B | 0.07% | −595,787−2.2% | Reduced |
| BlackRock, Inc. | 40,767,042 | $2.90B | 0.05% | +1,673,947+4.3% | Added |
| Vanguard Group Inc | 46,814,369 | $3.33B | 0.05% | +1,161,708+2.5% | Added |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,692,707−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −873,490−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −288,640−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −203,229−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −154,744−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −125,452−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −39,721−100.0% | Sold out |