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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 1,225 | $87.2K | 0.03% | +2+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 1,247 | $88.7K | 0.02% | +1,247 | New |
| Ransom Advisory, Ltd | 1,253 | $89.1K | 0.04% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,249 | $90.4K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,303 | $92.7K | 0.00% | −510−28.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,335 | $95.0K | 0.01% | +23+1.8% | Added |
| Hantz Financial Services, Inc. | 1,394 | $99.0K | 0.00% | +108+8.4% | Added |
| Wexford Capital LP | 1,432 | $101.9K | 0.03% | +1,432 | New |
| Flagship Wealth Advisors, LLC | 1,441 | $102.5K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,482 | $105.4K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,484 | $105.6K | 0.00% | +194+15.0% | Added |
| TD Private Client Wealth LLC | 1,503 | $106.9K | 0.00% | +44+3.0% | Added |
| Vision Financial Markets LLC | 1,506 | $107.1K | 0.09% | 00.0% | Unchanged |
| Ossiam | 1,606 | $114.3K | 0.00% | −9,996−86.2% | Reduced |
| Center for Financial Planning, Inc. | 1,648 | $117.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,653 | $117.6K | 0.00% | −1,214−42.3% | Reduced |
| Walleye Capital LLC | 1,655 | $117.7K | 0.00% | +1,641+11,721.4% | Added |
| SG Americas Securities, LLC | 1,665 | $118.0K | 0.00% | −11,658−87.5% | Reduced |
| Smithfield Trust Co | 1,673 | $119.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,701 | $121.0K | 0.00% | −21−1.2% | Reduced |
| Larson Financial Group LLC | 1,704 | $121.2K | 0.00% | +296+21.0% | Added |
| CVA Family Office, LLC | 1,783 | $126.8K | 0.02% | +7+0.4% | Added |
| Cornerstone Planning Group LLC | 1,749 | $129.1K | 0.02% | +4+0.2% | Added |
| Cape Investment Advisory, Inc. | 1,821 | $129.5K | 0.13% | +41+2.3% | Added |
| Hughes Financial Services, LLC | 1,837 | $133.2K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,910 | $135.9K | 0.00% | +1,910 | New |
| AdvisorNet Financial, Inc | 1,945 | $138.4K | 0.01% | +48+2.5% | Added |
| Richardson Financial Services Inc. | 2,022 | $143.8K | 0.09% | −40−1.9% | Reduced |
| Y.D. More Investments Ltd | 2,066 | $147.0K | 0.01% | −890−30.1% | Reduced |
| Ameriflex Group, Inc. | 2,072 | $147.4K | 0.06% | +1,909+1,171.2% | Added |
| CoreCap Advisors, LLC | 2,159 | $153.6K | 0.01% | +25+1.2% | Added |
| Montag A & Associates Inc | 2,200 | $156.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,294 | $163.2K | 0.00% | +1,775+342.0% | Added |
| Smartleaf Asset Management LLC | 2,327 | $164.2K | 0.01% | +1,016+77.5% | Added |
| Parkside Financial Bank & Trust | 2,310 | $164.3K | 0.01% | +707+44.1% | Added |
| NBC Securities, Inc. | 2,362 | $168.0K | 0.01% | −85−3.5% | Reduced |
| Medallion Wealth Advisors, LLC | 2,385 | $169.7K | 0.06% | +2+0.1% | Added |
| Brown Brothers Harriman & Co | 2,393 | $170.2K | 0.00% | +767+47.2% | Added |
| Clearstead Advisors, LLC | 2,426 | $172.6K | 0.00% | +914+60.4% | Added |
| Ci Investments Inc. | 2,443 | $174.0K | 0.00% | +291+13.5% | Added |
| Private Trust Co NA | 2,451 | $174.4K | 0.02% | −140−5.4% | Reduced |
| Private Wealth Asset Management, LLC | 2,458 | $174.9K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 2,600 | $185.0K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $185.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 2,644 | $188.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,666 | $189.7K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,726 | $193.9K | 0.01% | −136−4.8% | Reduced |
| Quarry LP | 2,763 | $196.6K | 0.05% | −3,588−56.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,787 | $198.3K | 0.00% | −149−5.1% | Reduced |
| Parsons Capital Management Inc | 2,819 | $200.5K | 0.01% | +2,819 | New |
| Chris Bulman Inc | 2,847 | $202.5K | 0.10% | +2,847 | New |
| Novak & Powell Financial Services, Inc. | 2,848 | $202.6K | 0.11% | +2,848 | New |
| Peak Asset Management, LLC | 2,866 | $203.9K | 0.04% | +2,866 | New |
| Arete Wealth Advisors, LLC | 2,885 | $205.0K | 0.01% | +2,885 | New |
| Pinnacle West Asset Management, Inc. | 2,880 | $205.0K | 0.13% | +2,880 | New |
| Exchange Bank | 2,889 | $205.5K | 0.14% | +2,889 | New |
| Clear Harbor Asset Management, LLC | 2,920 | $207.7K | 0.01% | +2,920 | New |
| CX Institutional | 2,928 | $208.0K | 0.01% | +38+1.3% | Added |
| Capital Performance Advisors LLP | 2,938 | $209.0K | 0.03% | +2,938 | New |
| FIL Ltd | 2,950 | $209.9K | 0.00% | −65,260−95.7% | Reduced |
| Versant Capital Management, Inc | 2,952 | $210.0K | 0.03% | +808+37.7% | Added |
| Sovran Advisors, LLC | 2,856 | $210.8K | 0.02% | +2,856 | New |
| Alliance Wealth Advisors, LLC | 2,965 | $210.9K | 0.11% | +2,965 | New |
| Means Investment Co., Inc. | 2,989 | $212.6K | 0.02% | +2,989 | New |
| Econ Financial Services Corp | 2,996 | $213.1K | 0.11% | +2,996 | New |
| Hardman Johnston Global Advisors LLC | 3,000 | $213.4K | 0.01% | +3,000 | New |
| ORG Partners LLC | 3,022 | $214.9K | 0.04% | +1,425+89.2% | Added |
| QTR Family Wealth, LLC | 3,075 | $218.8K | 0.10% | +3,075 | New |
| Cerro Pacific Wealth Advisors LLC | 3,083 | $219.3K | 0.06% | −353−10.3% | Reduced |
| Kraematon Investment Advisors, Inc | 3,089 | $219.7K | 0.19% | +3,089 | New |
| IFP Advisors, Inc | 3,092 | $220.0K | 0.01% | +937+43.5% | Added |
| Midwest Trust Co | 3,093 | $220.0K | 0.00% | +3,093 | New |
| Versor Investments LP | 3,105 | $220.9K | 0.04% | −8,804−73.9% | Reduced |
| Fiduciary Alliance LLC | 3,114 | $221.5K | 0.01% | +3,114 | New |
| Essential Partners LLC | 3,124 | $222.2K | 0.07% | +2,905+1,326.5% | Added |
| FC Advisory LLC | 3,153 | $224.3K | 0.07% | −408−11.5% | Reduced |
| Azimuth Capital Investment Management LLC | 3,157 | $224.6K | 0.01% | +3,157 | New |
| Tocqueville Asset Management L.P. | 3,200 | $227.6K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,216 | $228.8K | 0.00% | +3,216 | New |
| Hurlow Wealth Management Group, Inc. | 3,228 | $229.6K | 0.06% | −599−15.7% | Reduced |
| Clarius Group, LLC | 3,232 | $229.9K | 0.01% | −1,309−28.8% | Reduced |
| Cary Street Partners Financial LLC | 3,237 | $230.3K | 0.01% | −66−2.0% | Reduced |
| CFS Investment Advisory Services, LLC | 3,092 | $230.9K | 0.02% | +3,092 | New |
| Redhawk Wealth Advisors, Inc. | 3,271 | $232.7K | 0.03% | +83+2.6% | Added |
| Exencial Wealth Advisors, LLC | 3,273 | $232.8K | 0.01% | +3,273 | New |
| Sage Mountain Advisors LLC | 3,291 | $234.1K | 0.01% | +3,291 | New |
| MAI Capital Management | 3,320 | $236.2K | 0.00% | −219−6.2% | Reduced |
| Cidel Asset Management Inc | 3,327 | $236.7K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,328 | $236.9K | 0.00% | −1,073−24.4% | Reduced |
| Iams Wealth Management, LLC | 3,333 | $237.2K | 0.10% | +3,333 | New |
| Cypress Wealth Services, LLC | 3,343 | $237.8K | 0.04% | +27+0.8% | Added |
| Bryn Mawr Trust Co | 3,348 | $238.2K | 0.01% | −1,398−29.5% | Reduced |
| Investment Advisory Group, LLC | 3,380 | $240.5K | 0.07% | +3,380 | New |
| Addison Advisors LLC | 3,409 | $242.5K | 0.06% | −1,598−31.9% | Reduced |
| Requisite Capital Management, LLC | 3,413 | $242.8K | 0.04% | +3,413 | New |
| Resonant Capital Advisors, LLC | 3,418 | $243.2K | 0.01% | −29−0.8% | Reduced |
| Davenport & Co LLC | 3,433 | $244.2K | 0.00% | −177−4.9% | Reduced |
| Frank, Rimerman Advisors LLC | 3,440 | $244.7K | 0.02% | −140−3.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $245.5K | 0.18% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $245.6K | 0.08% | 00.0% | Unchanged |