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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 8,915 | $634.2K | 0.00% | +8,915 | New |
| Huber Capital Management LLC | 8,916 | $634.3K | 0.10% | +1,287+16.9% | Added |
| Csenge Advisory Group | 8,944 | $636.3K | 0.03% | +2,080+30.3% | Added |
| Central Pacific Bank - Trust Division | 9,000 | $640.3K | 0.08% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,082 | $640.6K | 0.06% | +431+5.0% | Added |
| Mesirow Financial Investment Management, Inc. | 9,017 | $641.5K | 0.01% | +28+0.3% | Added |
| Howard Capital Management Inc. | 9,024 | $641.9K | 0.01% | +331+3.8% | Added |
| Farther Finance Advisors, LLC | 9,060 | $644.6K | 0.01% | +4,561+101.4% | Added |
| Brinker Capital Investments, LLC | 9,083 | $646.1K | 0.01% | −900−9.0% | Reduced |
| Evergreen Capital Management LLC | 9,097 | $647.2K | 0.02% | −81−0.9% | Reduced |
| AlphaStar Capital Management, LLC | 9,111 | $648.1K | 0.06% | +2,551+38.9% | Added |
| Live Oak Private Wealth LLC | 9,148 | $650.8K | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 9,209 | $655.1K | 0.01% | −1,267−12.1% | Reduced |
| Global X Japan Co., Ltd. | 9,239 | $657.3K | 0.06% | −943−9.3% | Reduced |
| Accurate Wealth Management, LLC | 9,358 | $660.6K | 0.09% | +330+3.7% | Added |
| First Manhattan Co | 9,382 | $667.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 9,423 | $670.4K | 0.10% | +9,423 | New |
| Heritage Financial Services, LLC | 9,441 | $671.6K | 0.06% | +9+0.1% | Added |
| XTX Topco Ltd | 9,461 | $673.1K | 0.03% | +9,461 | New |
| Maridea Wealth Management LLC | 9,290 | $676.8K | 0.11% | +9,290 | New |
| Chicago Partners Investment Group LLC | 9,063 | $678.7K | 0.02% | +4,917+118.6% | Added |
| Savant Capital, LLC | 9,571 | $680.9K | 0.00% | −552−5.5% | Reduced |
| Rockefeller Capital Management L.P. | 9,643 | $686.1K | 0.00% | −2,173−18.4% | Reduced |
| Hilltop Holdings Inc. | 9,654 | $686.8K | 0.04% | +205+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,668 | $687.8K | 0.05% | −310−3.1% | Reduced |
| Simplex Trading, LLC | 9,691 | $689.0K | 0.02% | +1,035+12.0% | Added |
| Apollon Wealth Management, LLC | 9,716 | $691.2K | 0.01% | −1,872−16.2% | Reduced |
| Paradigm Financial Partners, LLC | 9,794 | $696.7K | 0.07% | −65−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,842 | $700.1K | 0.09% | −245−2.4% | Reduced |
| Regions Financial Corp | 9,868 | $702.0K | 0.00% | −18−0.2% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $706.0K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 9,935 | $706.8K | 0.03% | −1,498−13.1% | Reduced |
| MUFG Securities Americas Inc. | 10,008 | $712.0K | 0.05% | +1,866+22.9% | Added |
| Claro Advisors LLC | 10,100 | $718.5K | 0.10% | +399+4.1% | Added |
| Bridgefront Capital, LLC | 10,221 | $727.1K | 0.21% | +10,221 | New |
| ORG Wealth Partners, LLC | 10,409 | $740.5K | 0.16% | +2,864+38.0% | Added |
| Creative Financial Designs Inc | 10,558 | $751.1K | 0.05% | +10,165+2,586.5% | Added |
| V-Square Quantitative Management LLC | 10,577 | $752.4K | 0.13% | +392+3.8% | Added |
| Signaturefd, LLC | 10,654 | $757.9K | 0.01% | −1,096−9.3% | Reduced |
| Independent Advisor Alliance | 10,719 | $762.5K | 0.02% | −249−2.3% | Reduced |
| SlateStone Wealth, LLC | 10,781 | $767.0K | 0.07% | −25−0.2% | Reduced |
| Modern Wealth Management, LLC | 10,788 | $767.5K | 0.02% | +78+0.7% | Added |
| Brighton Jones LLC | 10,838 | $771.0K | 0.02% | +7,488+223.5% | Added |
| Continuum Advisory, LLC | 10,883 | $774.2K | 0.08% | +7,053+184.2% | Added |
| Occudo Quantitative Strategies LP | 10,946 | $778.7K | 0.09% | +10,946 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,953 | $779.2K | 0.04% | −8,591−44.0% | Reduced |
| Sound Financial Strategies Group, LLC | 10,967 | $780.2K | 0.57% | −363−3.2% | Reduced |
| Centerpoint Advisors, LLC | 10,983 | $781.0K | 0.24% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 11,057 | $786.6K | 0.04% | +46+0.4% | Added |
| Vident Advisory, LLC | 11,444 | $814.1K | 0.01% | +1,870+19.5% | Added |
| Vestcor Inc | 11,513 | $819.0K | 0.02% | −1,860−13.9% | Reduced |
| NorthRock Partners, LLC | 11,561 | $822.4K | 0.01% | +2,406+26.3% | Added |
| Resources Investment Advisors, LLC. | 11,817 | $840.7K | 0.01% | −798−6.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,828 | $841.4K | 0.01% | +108+0.9% | Added |
| GAMMA Investing LLC | 11,885 | $845.5K | 0.05% | +1,817+18.0% | Added |
| Twin City Private Wealth, LLC | 12,039 | $856.5K | 0.67% | −4,411−26.8% | Reduced |
| Omers Administration Corp | 12,143 | $863.9K | 0.01% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 12,201 | $868.0K | 0.03% | +497+4.2% | Added |
| Steel Peak Wealth Management LLC | 12,204 | $868.2K | 0.03% | +12,204 | New |
| San Luis Wealth Advisors LLC | 12,257 | $871.9K | 0.16% | +1,041+9.3% | Added |
| Principal Securities, Inc. | 12,447 | $885.5K | 0.01% | +689+5.9% | Added |
| Ontario Teachers Pension Plan Board | 12,532 | $891.5K | 0.02% | +12,532 | New |
| Empirical Finance, LLC | 12,556 | $893.2K | 0.04% | +129+1.0% | Added |
| J.W. Cole Advisors, Inc. | 12,743 | $906.6K | 0.02% | −113−0.9% | Reduced |
| Allworth Financial LP | 12,747 | $906.8K | 0.00% | +992+8.4% | Added |
| Flagship Harbor Advisors, LLC | 13,129 | $934.0K | 0.04% | +269+2.1% | Added |
| Wilkins Investment Counsel Inc | 13,145 | $935.1K | 0.13% | +550+4.4% | Added |
| Tokio Marine Asset Management Co Ltd | 13,145 | $935.1K | 0.03% | +1,033+8.5% | Added |
| Wetherby Asset Management Inc | 13,178 | $937.5K | 0.04% | +1,227+10.3% | Added |
| Intrua Financial, LLC | 13,186 | $938.1K | 0.11% | +349+2.7% | Added |
| Advisory Services Network, LLC | 13,268 | $943.9K | 0.01% | +824+6.6% | Added |
| Quantitative Investment Management, LLC | 13,288 | $945.0K | 0.13% | +13,288 | New |
| Eastern Bank | 13,285 | $945.1K | 0.02% | −961−6.7% | Reduced |
| United Asset Strategies, Inc. | 13,288 | $945.3K | 0.08% | +138+1.0% | Added |
| Greenland Capital Management LP | 13,296 | $945.9K | 0.14% | −43,357−76.5% | Reduced |
| Finivi Inc. | 13,402 | $953.4K | 0.61% | −6,376−32.2% | Reduced |
| Allstate Corp | 13,412 | $954.1K | 0.02% | +13,412 | New |
| Manske Wealth Management | 13,502 | $960.5K | 0.29% | −225−1.6% | Reduced |
| GeoWealth Management, LLC | 13,508 | $961.0K | 0.04% | +3,891+40.5% | Added |
| Aaron Wealth Advisors | 13,593 | $967.0K | 0.06% | +9,616+241.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 14,047 | $999.3K | 0.10% | +1,251+9.8% | Added |
| Buckingham Strategic Partners | 13,922 | $1.00M | 0.01% | +13,922 | New |
| Navellier & Associates Inc | 14,139 | $1.01M | 0.10% | +2,796+24.6% | Added |
| Exchange Traded Concepts, LLC | 14,171 | $1.01M | 0.01% | +12,707+868.0% | Added |
| Presima Inc. | 14,189 | $1.01M | 0.28% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 14,355 | $1.01M | 0.02% | +7,960+124.5% | Added |
| CIBC Private Wealth Group, LLC | 14,321 | $1.02M | 0.00% | +1,413+10.9% | Added |
| Penobscot Investment Management Company, Inc. | 14,418 | $1.03M | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,496 | $1.03M | 0.10% | −8,033−35.7% | Reduced |
| Bradley Foster & Sargent Inc | 14,521 | $1.03M | 0.02% | −15,629−51.8% | Reduced |
| Graham Capital Management, L.P. | 14,535 | $1.03M | 0.04% | +1,540+11.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,691 | $1.05M | 0.00% | +36+0.2% | Added |
| United Capital Financial Advisers, LLC | 14,865 | $1.06M | 0.01% | −150−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,921 | $1.06M | 0.01% | +109+0.7% | Added |
| Marks Group Wealth Management, Inc | 14,961 | $1.06M | 0.10% | +412+2.8% | Added |
| Icon Advisers Inc | 15,300 | $1.09M | 0.24% | 00.0% | Unchanged |
| Vennlight Capital Management, LP | 15,300 | $1.09M | 1.42% | +15,300 | New |
| Jane Street Group, LLC | 15,554 | $1.11M | 0.00% | −69,486−81.7% | Reduced |
| Quest Partners LLC | 15,650 | $1.11M | 0.07% | +14,637+1,444.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 17,816 | $1.13M | 0.06% | 00.0% | Unchanged |