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 |
|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | 184 | $13.1K | 0.00% | +184 | New |
| UMA Financial Services, Inc. | 185 | $13.2K | 0.00% | +85+85.0% | Added |
| City State Bank | 187 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 187 | $13.3K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 188 | $13.3K | 0.01% | +188 | New |
| Rossby Financial, LCC | 187 | $13.4K | 0.00% | +67+55.8% | Added |
| Salomon & Ludwin, LLC | 187 | $13.6K | 0.00% | +187 | New |
| Investors Research Corp | 199 | $14.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $14.2K | 0.01% | −250−55.6% | Reduced |
| ESL Trust Services, LLC | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $14.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 214 | $15.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 229 | $16.3K | 0.00% | +183+397.8% | Added |
| BankPlus Trust Department | 232 | $16.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 243 | $17.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 248 | $17.7K | 0.01% | +10+4.2% | Added |
| Farmers & Merchants Investments Inc | 250 | $17.8K | 0.00% | −600−70.6% | Reduced |
| Private Wealth Management Group, LLC | 250 | $17.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 253 | $18.1K | 0.00% | +1+0.4% | Added |
| Bruce G. Allen Investments, LLC | 261 | $18.6K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 262 | $18.6K | 0.01% | +262 | New |
| First Command Advisory Services, Inc. | 262 | $18.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 262 | $18.6K | 0.00% | +262 | New |
| GW&K Investment Management, LLC | 287 | $20.0K | 0.00% | −3−1.0% | Reduced |
| Westside Investment Management, Inc. | 286 | $20.5K | 0.00% | +140+95.9% | Added |
| Geneos Wealth Management Inc. | 290 | $20.7K | 0.00% | −1,646−85.0% | Reduced |
| Gleason Group, Inc. | 294 | $20.9K | 0.00% | +3+1.0% | Added |
| Truvestments Capital LLC | 295 | $21.0K | 0.00% | +295 | New |
| Zions Bancorporation, National Association | 297 | $21.1K | 0.00% | +31+11.7% | Added |
| Delta Asset Management LLC | 300 | $21.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $21.3K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 306 | $21.7K | 0.01% | +3+1.0% | Added |
| Hemington Wealth Management | 315 | $22.0K | 0.00% | +58+22.6% | Added |
| Stance Capital LLC | 316 | $22.5K | 0.01% | +316 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $22.8K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 322 | $22.9K | 0.01% | −1−0.3% | Reduced |
| Ogorek Anthony Joseph | 357 | $25.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 352 | $25.0K | 0.00% | +75+27.1% | Added |
| Root Financial Partners, LLC | 359 | $25.5K | 0.00% | +359 | New |
| HFM Investment Advisors, LLC | 376 | $26.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 373 | $27.0K | 0.01% | +48+14.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 386 | $27.0K | 0.00% | +386 | New |
| Oakworth Capital, Inc. | 400 | $28.5K | 0.00% | −67−14.3% | Reduced |
| Trust Co of Toledo NA | 441 | $31.4K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $32.0K | 0.01% | +500 | New |
| Harbour Investments, Inc. | 454 | $32.3K | 0.00% | +148+48.4% | Added |
| Johnson Financial Group, Inc. | 465 | $33.1K | 0.00% | +197+73.5% | Added |
| Bokf, NA | 476 | $33.9K | 0.00% | +474+23,700.0% | Added |
| West Branch Capital LLC | 478 | $34.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $34.5K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 490 | $34.9K | 0.02% | −90−15.5% | Reduced |
| Webster Bank, N. A. | 500 | $35.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $35.6K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 502 | $36.0K | 0.00% | +502 | New |
| Coston, McIsaac & Partners | 530 | $37.0K | 0.01% | +30+6.0% | Added |
| Salem Investment Counselors Inc | 528 | $37.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 532 | $37.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 550 | $39.1K | 0.01% | +336+157.0% | Added |
| Caldwell Trust Co | 574 | $40.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $41.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 600 | $42.7K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 600 | $42.7K | 0.02% | +600 | New |
| Bangor Savings Bank | 604 | $43.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 618 | $44.0K | 0.01% | +618 | New |
| Broadwater Capital Management LLC | 620 | $44.1K | 0.03% | −38,824−98.4% | Reduced |
| Clear Street Markets LLC | 641 | $45.6K | 0.01% | +394+159.5% | Added |
| Cary Street Partner Investment Advisory LLC | 690 | $49.1K | 0.02% | +112+19.4% | Added |
| Peck Wealth Management, LLC | 697 | $49.6K | 0.05% | +697 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $50.4K | 0.09% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $50.7K | 0.01% | +712 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $51.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $52.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 785 | $55.8K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $56.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $56.9K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 816 | $58.0K | 0.00% | +619+314.2% | Added |
| Anchor Investment Management, LLC | 846 | $60.2K | 0.00% | +300+54.9% | Added |
| Beaird Harris Wealth Management, LLC | 850 | $60.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 865 | $61.5K | 0.00% | −623−41.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 874 | $62.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 885 | $63.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 895 | $63.7K | 0.00% | +3+0.3% | Added |
| Heritage Wealth Advisors | 900 | $64.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 900 | $64.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $64.5K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 935 | $66.5K | 0.00% | +7+0.8% | Added |
| TSFG, LLC | 935 | $67.0K | 0.01% | −155−14.2% | Reduced |
| Onefund, LLC | 943 | $67.1K | 0.04% | +30+3.3% | Added |
| Sentry Investment Management LLC | 935 | $69.0K | 0.05% | +935 | New |
| Bullock Wealth Management Group | 972 | $69.6K | 0.03% | +7+0.7% | Added |
| GoalVest Advisory LLC | 981 | $69.8K | 0.01% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 992 | $71.0K | 0.10% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,024 | $72.9K | 0.01% | −13−1.3% | Reduced |
| Cromwell Holdings LLC | 1,042 | $74.1K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,080 | $76.8K | 0.06% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,105 | $78.6K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,106 | $78.7K | 0.02% | +498+81.9% | Added |
| Washington Trust Advisors, Inc. | 1,129 | $80.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,168 | $83.1K | 0.01% | −22−1.8% | Reduced |
| Quent Capital, LLC | 1,224 | $87.1K | 0.01% | +1,224 | New |