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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 16,080 | $1.14M | 0.01% | +520+3.3% | Added |
| Pallas Capital Advisors LLC | 16,135 | $1.15M | 0.04% | +16,135 | New |
| Benjamin Edwards Inc | 16,207 | $1.15M | 0.01% | +90+0.6% | Added |
| Tounjian Advisory Partners, LLC | 16,230 | $1.15M | 0.39% | +16,230 | New |
| Arkadios Wealth Advisors | 16,300 | $1.16M | 0.03% | +1,122+7.4% | Added |
| Mystic Asset Management, Inc. | 16,549 | $1.18M | 0.27% | +150+0.9% | Added |
| New Mexico Educational Retirement Board | 16,616 | $1.18M | 0.04% | −500−2.9% | Reduced |
| Quadrant Capital Group LLC | 16,800 | $1.20M | 0.04% | +116+0.7% | Added |
| Great Oak Capital Partners, LLC | 16,853 | $1.21M | 0.32% | −4,393−20.7% | Reduced |
| Ellsworth Advisors, LLC | 17,075 | $1.23M | 0.26% | +1,661+10.8% | Added |
| Mork Capital Management, LLC | 17,400 | $1.24M | 0.85% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 17,532 | $1.25M | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 17,663 | $1.26M | 0.01% | +899+5.4% | Added |
| Principle Wealth Partners LLC | 17,723 | $1.26M | 0.07% | −75−0.4% | Reduced |
| HB Wealth Management, LLC | 17,801 | $1.27M | 0.01% | +3,191+21.8% | Added |
| Securian Asset Management, Inc | 17,894 | $1.27M | 0.03% | −1,204−6.3% | Reduced |
| Gulf International Bank (UK) Ltd | 18,002 | $1.28M | 0.04% | −537−2.9% | Reduced |
| Assenagon Asset Management S.A. | 18,229 | $1.30M | 0.00% | −86−0.5% | Reduced |
| Coldstream Capital Management Inc | 18,233 | $1.30M | 0.02% | +4,849+36.2% | Added |
| PFG Investments, LLC | 18,414 | $1.31M | 0.07% | +28+0.2% | Added |
| Tableaux LLC | 18,436 | $1.31M | 0.52% | +9,218+100.0% | Added |
| Essex Financial Services, Inc. | 18,598 | $1.32M | 0.08% | −1,577−7.8% | Reduced |
| Kestra Advisory Services, LLC | 18,621 | $1.32M | 0.01% | −667−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,952 | $1.35M | 0.01% | +758+4.2% | Added |
| BetterWealth, LLC | 18,987 | $1.35M | 0.32% | +18,987 | New |
| CAPROCK Group, Inc. | 21,245 | $1.36M | 0.03% | +21,245 | New |
| Zacks Investment Management | 19,190 | $1.37M | 0.01% | −169−0.9% | Reduced |
| Bard Financial Services, Inc. | 19,205 | $1.37M | 0.15% | 00.0% | Unchanged |
| Pensionfund Sabic | 19,300 | $1.37M | 0.37% | 00.0% | Unchanged |
| M&T Bank Corp | 19,363 | $1.38M | 0.00% | −2,885−13.0% | Reduced |
| Profund Advisors LLC | 19,401 | $1.38M | 0.04% | +933+5.1% | Added |
| Leisure Capital Management | 19,433 | $1.38M | 0.47% | −58−0.3% | Reduced |
| Louisiana State Employees Retirement System | 19,500 | $1.39M | 0.02% | +100+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 19,531 | $1.39M | 0.00% | +456+2.4% | Added |
| Ironwood Investment Counsel, LLC | 19,711 | $1.40M | 0.20% | +1,285+7.0% | Added |
| Crossmark Global Holdings, Inc. | 19,840 | $1.41M | 0.02% | +60.0% | Added |
| Spirit of America Management Corp | 20,050 | $1.43M | 0.29% | +950+5.0% | Added |
| Redwood Investment Management, LLC | 20,373 | $1.45M | 0.16% | −7,078−25.8% | Reduced |
| Resources Management Corp | 20,782 | $1.48M | 0.19% | −5,700−21.5% | Reduced |
| Sequoia Financial Advisors, LLC | 20,824 | $1.48M | 0.01% | +1,156+5.9% | Added |
| Acadian Asset Management LLC | 21,077 | $1.50M | 0.00% | +20,381+2,928.3% | Added |
| Empowered Funds, LLC | 21,208 | $1.51M | 0.02% | +2,855+15.6% | Added |
| First PREMIER Bank | 21,593 | $1.54M | 0.35% | 00.0% | Unchanged |
| Hartford Investment Management Co | 21,701 | $1.54M | 0.05% | −425−1.9% | Reduced |
| Jones Financial Companies LLLP | 22,369 | $1.56M | 0.00% | +4,934+28.3% | Added |
| JB Capital LLC | 22,477 | $1.60M | 0.07% | +991+4.6% | Added |
| Bollard Group LLC | 22,675 | $1.61M | 0.04% | +1,199+5.6% | Added |
| Merit Financial Group, LLC | 22,864 | $1.63M | 0.01% | +13,047+132.9% | Added |
| Kentucky Retirement Systems | 23,066 | $1.64M | 0.05% | −442−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 23,072 | $1.64M | 0.01% | +3,000+14.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 23,307 | $1.66M | 0.32% | +12,222+110.3% | Added |
| Metis Global Partners, LLC | 23,620 | $1.68M | 0.04% | +4,436+23.1% | Added |
| Fifth Third Bancorp | 23,704 | $1.69M | 0.01% | +186+0.8% | Added |
| J. Safra Sarasin Holding AG | 23,905 | $1.70M | 0.03% | +17,023+247.4% | Added |
| Kovitz Investment Group Partners, LLC | 23,936 | $1.70M | 0.01% | +4,547+23.5% | Added |
| Sciencast Management LP | 24,160 | $1.72M | 0.32% | +24,160 | New |
| Mizuho Securities USA LLC | 27,030 | $1.73M | 0.04% | +1,636+6.4% | Added |
| Central Valley Advisors, LLC | 24,436 | $1.74M | 0.54% | +1,009+4.3% | Added |
| Allianz SE | 24,584 | $1.75M | 0.04% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 24,813 | $1.77M | 0.52% | +409+1.7% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.78M | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 25,196 | $1.79M | 0.16% | +235+0.9% | Added |
| Stratos Wealth Advisors, LLC | 25,400 | $1.81M | 0.09% | −166−0.6% | Reduced |
| AIA Group Ltd | 25,455 | $1.81M | 0.03% | +18,170+249.4% | Added |
| Great Valley Advisor Group, Inc. | 26,172 | $1.86M | 0.04% | +2,707+11.5% | Added |
| Camelot Portfolios, LLC | 26,207 | $1.86M | 1.11% | −638−2.4% | Reduced |
| Norinchukin Bank, The | 26,282 | $1.87M | 0.03% | +1,180+4.7% | Added |
| Green Square Capital Advisors LLC | 29,670 | $1.89M | 0.23% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 26,536 | $1.89M | 0.03% | +69+0.3% | Added |
| Dynamic Advisor Solutions LLC | 26,950 | $1.92M | 0.06% | −67−0.2% | Reduced |
| Mondrian Investment Partners LTD | 26,973 | $1.92M | 0.03% | +26,973 | New |
| Two Sigma Investments, LP | 27,100 | $1.93M | 0.00% | −18,588−40.7% | Reduced |
| D.A. Davidson & Co. | 27,129 | $1.93M | 0.01% | −189−0.7% | Reduced |
| Sterling Capital Management LLC | 27,406 | $1.95M | 0.03% | −1,741−6.0% | Reduced |
| TD Waterhouse Canada Inc. | 28,036 | $2.01M | 0.01% | +1,503+5.7% | Added |
| Ascent Group, LLC | 28,365 | $2.02M | 0.07% | +6,640+30.6% | Added |
| Arvest Investments, Inc. | 28,383 | $2.02M | 0.29% | +3,269+13.0% | Added |
| BTG Pactual Asset Management US LLC | 28,414 | $2.02M | 0.24% | +28,414 | New |
| Rakuten Investment Management, Inc. | 7,601 | $2.02M | 0.01% | +7,601 | New |
| Teachers Retirement System of the State of Kentucky | 28,728 | $2.04M | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 28,826 | $2.05M | 0.17% | −129−0.4% | Reduced |
| Private Advisor Group, LLC | 28,957 | $2.06M | 0.01% | +5,303+22.4% | Added |
| South Dakota Investment Council | 29,366 | $2.09M | 0.04% | −1,500−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 30,296 | $2.16M | 0.03% | −31,211−50.7% | Reduced |
| DC Investments Management, LLC | 30,471 | $2.17M | 0.90% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 30,809 | $2.19M | 0.03% | +21,846+243.7% | Added |
| Summit Trail Advisors, LLC | 31,469 | $2.24M | 0.03% | +9,584+43.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,855 | $2.25M | 0.02% | +13,474+73.3% | Added |
| Blair William & Co | 32,044 | $2.28M | 0.01% | +253+0.8% | Added |
| Voleon Capital Management LP | 32,411 | $2.31M | 0.06% | +21,285+191.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,422 | $2.31M | 0.01% | −4,842−13.0% | Reduced |
| Worldquant Millennium Advisors LLC | 32,663 | $2.32M | 0.01% | −1,693−4.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 33,034 | $2.35M | 0.12% | +737+2.3% | Added |
| Genus Capital Management Inc. | 33,100 | $2.35M | 0.27% | −13,300−28.7% | Reduced |
| Northcape Wealth Management, LLC | 33,432 | $2.38M | 0.69% | +1,089+3.4% | Added |
| Neville Rodie & Shaw Inc | 33,500 | $2.38M | 0.17% | −596−1.7% | Reduced |
| Lee Johnson Capital Management, LLC | 33,588 | $2.39M | 0.79% | +33,588 | New |
| Edmp, Inc. | 33,694 | $2.40M | 1.90% | +8,296+32.7% | Added |
| US Bancorp | 33,739 | $2.40M | 0.00% | −211−0.6% | Reduced |
| La Banque Postale Asset Management SA | 33,999 | $2.42M | 0.03% | −573−1.7% | Reduced |