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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 3,468 | $246.7K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,490 | $248.3K | 0.00% | +100+2.9% | Added |
| Axxcess Wealth Management, LLC | 3,496 | $248.7K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,511 | $249.8K | 0.00% | +207+6.3% | Added |
| Cadence Wealth Management LLC | 3,521 | $250.5K | 0.13% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,545 | $252.2K | 0.00% | −197−5.3% | Reduced |
| Federated Hermes, Inc. | 3,550 | $252.5K | 0.00% | +1,879+112.4% | Added |
| Cigna Investments Inc | 3,567 | $253.0K | 0.04% | 00.0% | Unchanged |
| Volterra Technologies LP | 3,571 | $254.0K | 0.17% | +3,571 | New |
| Horizon Investment Services, LLC | 3,572 | $254.2K | 0.10% | +193+5.7% | Added |
| PDS Planning, Inc | 3,600 | $256.1K | 0.02% | −240−6.3% | Reduced |
| LGT Group Foundation | 3,585 | $256.7K | 0.00% | 00.0% | Unchanged |
| Berkshire Bank | 3,610 | $256.8K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,614 | $257.1K | 0.02% | −545−13.1% | Reduced |
| Parallel Advisors, LLC | 3,636 | $258.7K | 0.00% | +169+4.9% | Added |
| Rothschild Investment LLC | 3,661 | $260.4K | 0.01% | +1,963+115.6% | Added |
| Central Trust Co | 3,669 | $261.0K | 0.01% | −249−6.4% | Reduced |
| Fidelis Capital Partners, LLC | 3,699 | $263.1K | 0.02% | +133+3.7% | Added |
| Catalyst Financial Partners LLC | 3,700 | $263.2K | 0.03% | +10.0% | Added |
| Two Sigma Advisers, LP | 3,700 | $263.2K | 0.00% | +400+12.1% | Added |
| Thomasville National Bank | 3,711 | $264.0K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 3,718 | $264.5K | 0.06% | −13,154−78.0% | Reduced |
| Quadcap Wealth Management, LLC | 3,722 | $264.8K | 0.03% | −2,172−36.9% | Reduced |
| Whittier Trust Co | 3,685 | $267.3K | 0.00% | +39+1.1% | Added |
| Venturi Wealth Management, LLC | 3,762 | $267.6K | 0.01% | +3,762 | New |
| Evoke Wealth, LLC | 3,767 | $268.1K | 0.01% | +3,767 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,771 | $268.2K | 0.01% | −400−9.6% | Reduced |
| Kera Capital Partners, Inc. | 3,774 | $268.5K | 0.04% | +3,774 | New |
| Sigma Planning Corp | 3,793 | $269.8K | 0.01% | +3,793 | New |
| Formidable Asset Management, LLC | 4,252 | $270.5K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,806 | $270.8K | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,818 | $271.6K | 0.01% | +3,818 | New |
| Red Door Wealth Management, LLC | 3,825 | $272.1K | 0.03% | +3,825 | New |
| Mindset Wealth Management, LLC | 3,836 | $272.9K | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,863 | $274.8K | 0.01% | +3,863 | New |
| Cozad Asset Management Inc | 3,864 | $274.9K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,875 | $275.7K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,930 | $279.6K | 0.01% | +89+2.3% | Added |
| Melfa Wealth Management, LLC | 3,941 | $280.4K | 0.16% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,963 | $281.9K | 0.01% | +872+28.2% | Added |
| Wedbush Securities Inc | 3,968 | $282.0K | 0.01% | +265+7.2% | Added |
| Viking Fund Management LLC | 4,000 | $284.6K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,008 | $285.1K | 0.02% | −54−1.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,033 | $286.9K | 0.26% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,034 | $287.0K | 0.00% | +32+0.8% | Added |
| Fortis Group Advisors, LLC | 3,891 | $287.2K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,052 | $288.0K | 0.01% | +1,928+90.8% | Added |
| Wealthspire Advisors, LLC | 4,097 | $291.5K | 0.00% | −1,307−24.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,102 | $291.9K | 0.07% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,130 | $293.8K | 0.05% | −101−2.4% | Reduced |
| Simplicity Wealth,LLC | 4,140 | $294.5K | 0.02% | +4,140 | New |
| Pensionmark Financial Group, LLC | 4,157 | $295.7K | 0.01% | +13+0.3% | Added |
| Optas, LLC | 4,159 | $295.9K | 0.05% | +4,159 | New |
| GTS Securities LLC | 4,167 | $296.4K | 0.01% | +4,167 | New |
| Sagespring Wealth Partners, LLC | 4,168 | $296.5K | 0.01% | +656+18.7% | Added |
| HighPoint Advisor Group LLC | 4,187 | $297.9K | 0.01% | −125−2.9% | Reduced |
| Mizuho Markets Americas LLC | 4,249 | $302.3K | 0.01% | −31−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,250 | $302.3K | 0.01% | −5−0.1% | Reduced |
| Martingale Asset Management L P | 4,250 | $302.3K | 0.01% | +4,250 | New |
| Patrick M Sweeney & Associates, Inc | 4,263 | $303.3K | 0.20% | +197+4.8% | Added |
| Stablepoint Partners, LLC | 4,274 | $304.1K | 0.05% | −50−1.2% | Reduced |
| Change Path, LLC | 4,292 | $305.3K | 0.01% | +483+12.7% | Added |
| Impact Capital Partners LLC | 4,323 | $307.5K | 0.09% | −11−0.3% | Reduced |
| Charter Trust Co | 4,325 | $307.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,328 | $307.9K | 0.02% | +2,132+97.1% | Added |
| Bayforest Capital Ltd | 4,339 | $308.7K | 0.15% | −303−6.5% | Reduced |
| Groupama Asset Managment | 4,344 | $309.0K | 0.00% | +784+22.0% | Added |
| Miracle Mile Advisors, LLC | 4,364 | $310.5K | 0.00% | +720+19.8% | Added |
| Apella Capital, LLC | 4,366 | $311.6K | 0.01% | +214+5.2% | Added |
| Retirement Planning Co of New England, Inc. | 4,382 | $311.7K | 0.13% | +104+2.4% | Added |
| Grace & White Inc | 4,418 | $314.3K | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 4,447 | $316.4K | 0.00% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,466 | $317.7K | 0.12% | −99−2.2% | Reduced |
| International Private Wealth Advisors LLC | 4,468 | $317.9K | 0.20% | −546−10.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,508 | $320.8K | 0.00% | −67−1.5% | Reduced |
| SC&H Financial Advisors, Inc. | 4,513 | $321.1K | 0.05% | +10.0% | Added |
| Shore Point Advisors, LLC | 4,542 | $323.2K | 0.14% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,566 | $324.8K | 0.01% | −288−5.9% | Reduced |
| Aegis Wealth Management LLC | 4,578 | $325.7K | 0.17% | +4,578 | New |
| SageView Advisory Group, LLC | 4,591 | $326.6K | 0.01% | −146−3.1% | Reduced |
| Sivia Capital Partners, LLC | 4,643 | $330.3K | 0.09% | +4,643 | New |
| Oxler Private Wealth LLC | 4,662 | $331.6K | 0.10% | +42+0.9% | Added |
| Citizens Financial Group Inc | 4,664 | $331.8K | 0.00% | +1,379+42.0% | Added |
| Gladstone Institutional Advisory LLC | 4,711 | $335.1K | 0.01% | +190+4.2% | Added |
| Grimes & Company, Inc. | 4,760 | $338.6K | 0.01% | −3,284−40.8% | Reduced |
| Callan Family Office, LLC | 4,808 | $342.0K | 0.01% | −1,533−24.2% | Reduced |
| Cbre Clarion Securities LLC | 4,831 | $343.7K | 0.00% | −5,407−52.8% | Reduced |
| MJP Associates Inc | 4,867 | $346.2K | 0.05% | +27+0.6% | Added |
| Turning Point Benefit Group, Inc. | 4,854 | $347.5K | 0.21% | +447+10.1% | Added |
| Spinnaker Trust | 4,915 | $349.7K | 0.02% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 4,972 | $353.7K | 0.17% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,010 | $356.4K | 0.01% | −42−0.8% | Reduced |
| Mather Group, LLC. | 5,017 | $356.9K | 0.00% | +439+9.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,054 | $359.6K | 0.04% | +162+3.3% | Added |
| Polymer Capital Management (US) LLC | 5,058 | $359.8K | 0.05% | +5,058 | New |
| Coastal Bridge Advisors, LLC | 5,067 | $360.4K | 0.03% | +446+9.7% | Added |
| Destination Wealth Management | 5,070 | $360.7K | 0.01% | +351+7.4% | Added |
| Capula Management Ltd | 5,107 | $363.3K | 0.00% | +5,107 | New |
| Daymark Wealth Partners, LLC | 5,128 | $364.8K | 0.01% | −1,970−27.8% | Reduced |
| Fisher Asset Management, LLC | 5,155 | $366.8K | 0.00% | −4,169−44.7% | Reduced |