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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 992 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ3 2025: $22.6B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2025.

Institutions holding ES in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Annis Gardner Whiting Capital Advisors, LLC152$10.8K0.00%−37−19.6%Reduced
Capital Advisors, Ltd. LLC139$10.0K0.00%−11−7.3%Reduced
LRI Investments, LLC131$9.32K0.00%00.0%Unchanged
Concord Wealth Partners128$9.11K0.00%00.0%Unchanged
MTM Investment Management, LLC126$8.96K0.00%00.0%Unchanged
Robbins Farley LLC125$8.89K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC118$8.39K0.00%00.0%Unchanged
SWAN Capital LLC117$8.32K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC115$8.18K0.00%00.0%Unchanged
Grove Bank & Trust112$7.97K0.00%00.0%Unchanged
Toth Financial Advisory Corp110$7.83K0.00%+110New
Strategic Wealth Partners, Ltd.110$7.83K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC107$7.61K0.00%−51−32.3%Reduced
Colonial Trust Co103$7.35K0.00%00.0%Unchanged
Lavaca Capital LLC100$7.11K0.00%00.0%Unchanged
WealthCollab, LLC100$7.11K0.00%00.0%Unchanged
Avion Wealth108$7.00K0.00%+7+6.9%Added
Atlantic Trust, LLC96$6.83K0.00%+33+52.4%Added
Pin Oak Investment Advisors Inc83$5.91K0.00%00.0%Unchanged
Leonteq Securities AG82$5.83K0.00%−12−12.8%Reduced
High Note Wealth, LLC82$5.83K0.00%−1−1.2%Reduced
Kings Path Partners LLC80$5.69K0.00%+80New
Howard Hughes Medical Institute79$5.62K0.00%00.0%Unchanged
Kilter Group LLC77$5.48K0.00%+12+18.5%Added
IMG Wealth Management, Inc.76$5.41K0.00%00.0%Unchanged
Bell Investment Advisors, Inc74$5.26K0.00%00.0%Unchanged
Abound Wealth Management73$5.19K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC72$5.12K0.00%00.0%Unchanged
Raffa Wealth Management, LLC71$5.05K0.00%00.0%Unchanged
Fortitude Family Office, LLC70$4.98K0.00%+2+2.9%Added
SBI Securities Co., Ltd.68$4.84K0.00%−1−1.4%Reduced
Whittier Trust Co of Nevada Inc65$4.71K0.00%−164−71.6%Reduced
WPG Advisers, LLC64$4.55K0.00%+58+966.7%Added
Barnes Dennig Private Wealth Management LLC62$4.41K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.59$4.20K0.01%−897−93.8%Reduced
Solstein Capital, LLC54$3.84K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC53$3.77K0.00%+53New
Fourth Dimension Wealth, LLC52$3.70K0.00%−40−43.5%Reduced
Trifecta Capital Advisors, LLC46$3.27K0.00%00.0%Unchanged
Sofos Investments, Inc.46$3.27K0.00%+46New
Provenance Wealth Advisors, LLC45$3.20K0.00%00.0%Unchanged
Winch Advisory Services, LLC44$3.13K0.00%+1+2.3%Added
Cloud Capital Management, LLC55$3.00K0.00%+55New
ZRC Wealth Management, LLC42$2.99K0.00%+42New
Stone House Investment Management, LLC41$2.92K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.41$2.63K0.00%−2−4.7%Reduced
Pacifica Partners Inc.34$2.43K0.00%00.0%Unchanged
Texas Capital Bancshares Inc33$2.35K0.00%+33New
Crewe Advisors LLC31$2.21K0.00%+31New
PFS Partners, LLC31$2.21K0.00%+31New
Penserra Capital Management LLC30$2.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd34$2.00K0.00%+34New
TCTC Holdings, LLC27$1.92K0.00%00.0%Unchanged
Dogwood Wealth Management LLC26$1.85K0.00%+3+13.0%Added
JFS Wealth Advisors, LLC25$1.78K0.00%−7−21.9%Reduced
TD Capital Management LLC25$1.78K0.00%00.0%Unchanged
Highline Wealth Partners LLC24$1.71K0.00%00.0%Unchanged
Global Wealth Strategies & Associates23$1.60K0.00%+23New
Key Financial Inc22$1.57K0.00%−2−8.3%Reduced
Friedenthal Financial21$1.49K0.00%−1,212−98.3%Reduced
United Community Bank21$1.49K0.00%+21New
Wolff Wiese Magana LLC20$1.42K0.00%00.0%Unchanged
Rakuten Securities, Inc.20$1.42K0.00%+20New
Bay Harbor Wealth Management, LLC20$1.42K0.00%+4+25.0%Added
Financial Management Professionals, Inc.19$1.35K0.00%−3−13.6%Reduced
Clark Wealth Partners19$1.28K0.00%00.0%Unchanged
WestEnd Advisors, LLC17$1.21K0.00%+17New
Rialto Wealth Management, LLC16$1.14K0.00%+4+33.3%Added
Activest Wealth Management16$1.14K0.00%00.0%Unchanged
Wealth Watch Advisors, INC15$1.07K0.00%+15New
Strengthening Families & Communities, LLC14$1.00K0.00%00.0%Unchanged
TFC Financial Management14$9960.00%00.0%Unchanged
Heartwood Wealth Advisors LLC14$9960.00%+14New
Bare Financial Services, Inc13$9250.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$9250.00%+1+8.3%Added
Transamerica Financial Advisors, Inc.12$8540.00%+12New
Dunhill Financial, LLC10$7320.00%−3−23.1%Reduced
Guerra Advisors Inc10$7190.00%+10New
Aventura Private Wealth, LLC9$6400.00%−675−98.7%Reduced
Proffitt & Goodson Inc8$5700.00%+8New
Winnow Wealth LLC6$4320.00%+6New
Avalon Trust Co6$4270.00%+6New
Seneschal Advisors, LLC6$4270.00%+6New
Scarborough Advisors, LLC5$3560.00%00.0%Unchanged
Davis Capital Management4$2850.00%+4New
American Capital Advisory, LLC3$2140.00%−1−25.0%Reduced
Quaker Wealth Management, LLC3$2140.00%00.0%Unchanged
IMA Wealth, Inc.3$2130.00%00.0%Unchanged
Valued Wealth Advisors LLC2$1480.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$840.00%00.0%Unchanged
Palisade Asset Management, LLC1$720.00%+1New
Winthrop Capital Management, LLC6$00.00%00.0%Unchanged
Lazard Asset Management LLC0$00.00%−2,692,707−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−873,490−100.0%Sold out
AXA S.A.0$00.00%−288,640−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−203,229−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−154,744−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−125,452−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−60,000−100.0%Sold out
Tredje AP-fonden0$00.00%−39,721−100.0%Sold out