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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 5,371 | $382.1K | 0.00% | +93+1.8% | Added |
| HBK Sorce Advisory LLC | 5,330 | $385.0K | 0.01% | +39+0.7% | Added |
| EverSource Wealth Advisors, LLC | 5,434 | $386.6K | 0.02% | +2,069+61.5% | Added |
| American State Bank (Iowa) | 5,436 | $386.7K | 0.20% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $387.0K | 0.18% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,451 | $387.8K | 0.06% | +6+0.1% | Added |
| Beaumont Financial Advisors, LLC | 5,467 | $388.9K | 0.03% | −5−0.1% | Reduced |
| Advisor OS, LLC | 5,504 | $391.5K | 0.03% | +11+0.2% | Added |
| Erste Asset Management GmbH | 5,607 | $395.5K | 0.00% | −22,642−80.2% | Reduced |
| Midwest Professional Planners, LTD. | 5,637 | $401.0K | 0.10% | −140−2.4% | Reduced |
| Holderness Investments Co | 5,644 | $401.5K | 0.08% | +1,422+33.7% | Added |
| Horizon Investments, LLC | 5,678 | $403.9K | 0.01% | −91−1.6% | Reduced |
| Fiduciary Financial Group, LLC | 5,785 | $411.5K | 0.07% | +655+12.8% | Added |
| Kelly Financial Group LLC | 5,809 | $413.3K | 0.11% | +40+0.7% | Added |
| Perigon Wealth Management, LLC | 5,841 | $415.5K | 0.01% | +1,488+34.2% | Added |
| Leslie Global Wealth, LLC | 5,848 | $416.0K | 0.20% | −745−11.3% | Reduced |
| Verity & Verity, LLC | 5,855 | $416.5K | 0.03% | −674−10.3% | Reduced |
| Meeder Advisory Services, Inc. | 5,858 | $416.7K | 0.02% | −502−7.9% | Reduced |
| Snowden Capital Advisors LLC | 5,915 | $420.8K | 0.01% | −1,097−15.6% | Reduced |
| Welch Group, LLC | 5,936 | $422.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 5,985 | $425.8K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,012 | $427.7K | 0.00% | −108−1.8% | Reduced |
| Atomi Financial Group, Inc. | 6,130 | $436.1K | 0.01% | +545+9.8% | Added |
| LifeWealth Investments, LLC | 6,133 | $436.3K | 0.07% | +276+4.7% | Added |
| Savior LLC | 6,150 | $437.5K | 1.95% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,150 | $437.5K | 0.00% | +253+4.3% | Added |
| NorthCrest Asset Manangement, LLC | 6,022 | $438.7K | 0.01% | +6,022 | New |
| Rockland Trust Co | 6,168 | $438.8K | 0.02% | −400−6.1% | Reduced |
| Everence Capital Management Inc | 6,247 | $444.0K | 0.03% | +1,687+37.0% | Added |
| KCM Investment Advisors LLC | 6,358 | $452.3K | 0.01% | +373+6.2% | Added |
| Tiaa Trust, National Association | 6,413 | $455.9K | 0.00% | −1,565−19.6% | Reduced |
| Parcion Private Wealth LLC | 6,413 | $456.2K | 0.03% | +6,413 | New |
| McIlrath & Eck, LLC | 6,422 | $456.9K | 0.05% | +766+13.5% | Added |
| Welch & Forbes LLC | 6,428 | $457.3K | 0.01% | −480−6.9% | Reduced |
| Seeds Investor LLC | 6,487 | $461.5K | 0.10% | −18−0.3% | Reduced |
| Golden State Equity Partners | 6,519 | $463.8K | 0.08% | +6,519 | New |
| RSM US Wealth Management LLC | 6,526 | $464.3K | 0.01% | +668+11.4% | Added |
| We Are One Seven, LLC | 6,538 | $465.1K | 0.01% | +1,952+42.6% | Added |
| Canada Post Corp Registered Pension Plan | 6,610 | $466.2K | 0.02% | +2,220+50.6% | Added |
| Tower Research Capital LLC (TRC) | 6,576 | $467.8K | 0.01% | +2,149+48.5% | Added |
| Avidian Wealth Solutions, LLC | 6,598 | $469.4K | 0.02% | +419+6.8% | Added |
| Panagora Asset Management Inc | 6,652 | $473.2K | 0.00% | −1,103,470−99.4% | Reduced |
| Anchor Capital Advisors LLC | 6,664 | $474.1K | 0.01% | −2,926−30.5% | Reduced |
| Sachetta, LLC | 6,764 | $481.2K | 0.18% | −24−0.4% | Reduced |
| Blueshift Asset Management, LLC | 6,841 | $486.7K | 0.15% | −12−0.2% | Reduced |
| Bryce Point Capital, LLC | 6,860 | $488.0K | 0.60% | +6,860 | New |
| Ballentine Partners, LLC | 6,865 | $488.4K | 0.01% | +1,263+22.5% | Added |
| Gsa Capital Partners LLP | 6,870 | $489.0K | 0.04% | +3,698+116.6% | Added |
| Old North State Wealth Management, LLC | 6,875 | $489.5K | 0.23% | −201−2.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,886 | $489.9K | 0.00% | +415+6.4% | Added |
| Tema ETFs LLC | 6,928 | $492.9K | 0.04% | +6,928 | New |
| Bessemer Group Inc | 6,955 | $494.0K | 0.00% | +960+16.0% | Added |
| Schonfeld Strategic Advisors LLC | 6,986 | $497.0K | 0.00% | +6,986 | New |
| WESPAC Advisors, LLC | 7,052 | $501.7K | 0.29% | +7,052 | New |
| MUFG Securities EMEA plc | 7,103 | $505.3K | 0.01% | +6,022+557.1% | Added |
| BKD Wealth Advisors, LLC | 7,243 | $515.3K | 0.01% | −101−1.4% | Reduced |
| Oppenheimer & Co Inc | 7,296 | $519.0K | 0.01% | +7,296 | New |
| Huntington National Bank | 7,314 | $520.3K | 0.00% | +230+3.2% | Added |
| Belpointe Asset Management LLC | 7,329 | $521.4K | 0.02% | +420+6.1% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 7,176 | $522.0K | 0.03% | +2,463+52.3% | Added |
| Prosperity Wealth Management, Inc. | 7,361 | $523.7K | 0.18% | +95+1.3% | Added |
| Brown Advisory Inc | 7,405 | $526.8K | 0.00% | −528−6.7% | Reduced |
| Gen-Wealth Partners Inc | 7,433 | $528.8K | 0.18% | −574−7.2% | Reduced |
| Hills Bank & Trust Co | 7,490 | $532.8K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,528 | $535.5K | 0.36% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 7,606 | $541.1K | 0.02% | +1,440+23.4% | Added |
| Bahl & Gaynor Inc | 7,626 | $542.5K | 0.00% | −1,154−13.1% | Reduced |
| Glenview Trust Co | 7,639 | $543.4K | 0.01% | −949−11.1% | Reduced |
| MONECO Advisors, LLC | 7,735 | $550.3K | 0.05% | +50+0.7% | Added |
| Global Retirement Partners, LLC | 7,753 | $551.5K | 0.01% | +252+3.4% | Added |
| Capstone Investment Advisors, LLC | 7,759 | $552.0K | 0.00% | +7,759 | New |
| Contravisory Investment Management, Inc. | 7,788 | $554.0K | 0.11% | −38−0.5% | Reduced |
| Connecticut Wealth Management, LLC | 7,816 | $556.0K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,838 | $557.6K | 0.09% | +7,838 | New |
| Gallagher Fiduciary Advisors, LLC | 7,943 | $565.1K | 0.02% | +183+2.4% | Added |
| Krilogy Financial LLC | 7,759 | $565.7K | 0.02% | +7,759 | New |
| Chatham Capital Group, Inc. | 7,981 | $567.8K | 0.08% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,001 | $569.2K | 0.00% | −554−6.5% | Reduced |
| Drucker Wealth 3.0, LLC | 8,034 | $571.6K | 0.10% | −5,017−38.4% | Reduced |
| Greenleaf Trust | 8,171 | $581.3K | 0.01% | −1,037−11.3% | Reduced |
| Syon Capital LLC | 8,195 | $583.0K | 0.03% | +4,770+139.3% | Added |
| Keynote Financial Services LLC | 8,209 | $584.0K | 0.35% | −250−3.0% | Reduced |
| Inscription Capital, LLC | 8,219 | $584.7K | 0.06% | +8,219 | New |
| Baker Ellis Asset Management LLC | 8,257 | $587.4K | 0.07% | −200−2.4% | Reduced |
| Fiduciary Trust Co | 8,368 | $595.3K | 0.01% | +577+7.4% | Added |
| Abel Hall, LLC | 8,416 | $598.7K | 0.24% | −7−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,424 | $599.3K | 0.01% | +28+0.3% | Added |
| Keybank National Association | 8,430 | $599.7K | 0.00% | +100+1.2% | Added |
| Vista Investment Partners LLC | 8,501 | $604.8K | 0.17% | +8,501 | New |
| Spire Wealth Management | 8,544 | $607.9K | 0.02% | +4,534+113.1% | Added |
| Centennial Wealth Advisory LLC | 8,580 | $610.5K | 0.17% | +534+6.6% | Added |
| Revisor Wealth Management LLC | 8,466 | $612.8K | 0.21% | +261+3.2% | Added |
| Valmark Advisers, Inc. | 8,661 | $616.1K | 0.01% | −46−0.5% | Reduced |
| Finer Wealth Management, Inc. | 8,689 | $618.1K | 0.31% | −23−0.3% | Reduced |
| Cutler Capital Management, LLC | 8,747 | $622.3K | 0.20% | −16,000−64.7% | Reduced |
| Catalytic Wealth RIA, LLC | 8,784 | $624.9K | 0.02% | +8,784 | New |
| STRS Ohio | 8,785 | $625.0K | 0.00% | −27,197−75.6% | Reduced |
| Armstrong Advisory Group, Inc | 8,819 | $627.4K | 0.04% | −174−1.9% | Reduced |
| New England Capital Financial Advisors LLC | 8,889 | $632.4K | 0.27% | +23+0.3% | Added |