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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 32,663 | $2.32M | 0.01% | −1,693−4.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,422 | $2.31M | 0.01% | −4,842−13.0% | Reduced |
| Voleon Capital Management LP | 32,411 | $2.31M | 0.06% | +21,285+191.3% | Added |
| Blair William & Co | 32,044 | $2.28M | 0.01% | +253+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,855 | $2.25M | 0.02% | +13,474+73.3% | Added |
| Summit Trail Advisors, LLC | 31,469 | $2.24M | 0.03% | +9,584+43.8% | Added |
| Investment Management Corp of Ontario | 30,809 | $2.19M | 0.03% | +21,846+243.7% | Added |
| DC Investments Management, LLC | 30,471 | $2.17M | 0.90% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 30,296 | $2.16M | 0.03% | −31,211−50.7% | Reduced |
| South Dakota Investment Council | 29,366 | $2.09M | 0.04% | −1,500−4.9% | Reduced |
| Private Advisor Group, LLC | 28,957 | $2.06M | 0.01% | +5,303+22.4% | Added |
| Kinneret Advisory, LLC | 28,826 | $2.05M | 0.17% | −129−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,728 | $2.04M | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 7,601 | $2.02M | 0.01% | +7,601 | New |
| BTG Pactual Asset Management US LLC | 28,414 | $2.02M | 0.24% | +28,414 | New |
| Arvest Investments, Inc. | 28,383 | $2.02M | 0.29% | +3,269+13.0% | Added |
| Ascent Group, LLC | 28,365 | $2.02M | 0.07% | +6,640+30.6% | Added |
| TD Waterhouse Canada Inc. | 28,036 | $2.01M | 0.01% | +1,503+5.7% | Added |
| Sterling Capital Management LLC | 27,406 | $1.95M | 0.03% | −1,741−6.0% | Reduced |
| D.A. Davidson & Co. | 27,129 | $1.93M | 0.01% | −189−0.7% | Reduced |
| Two Sigma Investments, LP | 27,100 | $1.93M | 0.00% | −18,588−40.7% | Reduced |
| Mondrian Investment Partners LTD | 26,973 | $1.92M | 0.03% | +26,973 | New |
| Dynamic Advisor Solutions LLC | 26,950 | $1.92M | 0.06% | −67−0.2% | Reduced |
| Capital Investment Advisors, LLC | 26,536 | $1.89M | 0.03% | +69+0.3% | Added |
| Green Square Capital Advisors LLC | 29,670 | $1.89M | 0.23% | 00.0% | Unchanged |
| Norinchukin Bank, The | 26,282 | $1.87M | 0.03% | +1,180+4.7% | Added |
| Camelot Portfolios, LLC | 26,207 | $1.86M | 1.11% | −638−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 26,172 | $1.86M | 0.04% | +2,707+11.5% | Added |
| AIA Group Ltd | 25,455 | $1.81M | 0.03% | +18,170+249.4% | Added |
| Stratos Wealth Advisors, LLC | 25,400 | $1.81M | 0.09% | −166−0.6% | Reduced |
| Stonebridge Financial Group, LLC | 25,196 | $1.79M | 0.16% | +235+0.9% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.78M | 0.04% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 24,813 | $1.77M | 0.52% | +409+1.7% | Added |
| Allianz SE | 24,584 | $1.75M | 0.04% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 24,436 | $1.74M | 0.54% | +1,009+4.3% | Added |
| Mizuho Securities USA LLC | 27,030 | $1.73M | 0.04% | +1,636+6.4% | Added |
| Sciencast Management LP | 24,160 | $1.72M | 0.32% | +24,160 | New |
| Kovitz Investment Group Partners, LLC | 23,936 | $1.70M | 0.01% | +4,547+23.5% | Added |
| J. Safra Sarasin Holding AG | 23,905 | $1.70M | 0.03% | +17,023+247.4% | Added |
| Fifth Third Bancorp | 23,704 | $1.69M | 0.01% | +186+0.8% | Added |
| Metis Global Partners, LLC | 23,620 | $1.68M | 0.04% | +4,436+23.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 23,307 | $1.66M | 0.32% | +12,222+110.3% | Added |
| Integrated Wealth Concepts LLC | 23,072 | $1.64M | 0.01% | +3,000+14.9% | Added |
| Kentucky Retirement Systems | 23,066 | $1.64M | 0.05% | −442−1.9% | Reduced |
| Merit Financial Group, LLC | 22,864 | $1.63M | 0.01% | +13,047+132.9% | Added |
| Bollard Group LLC | 22,675 | $1.61M | 0.04% | +1,199+5.6% | Added |
| JB Capital LLC | 22,477 | $1.60M | 0.07% | +991+4.6% | Added |
| Jones Financial Companies LLLP | 22,369 | $1.56M | 0.00% | +4,934+28.3% | Added |
| Hartford Investment Management Co | 21,701 | $1.54M | 0.05% | −425−1.9% | Reduced |
| First PREMIER Bank | 21,593 | $1.54M | 0.35% | 00.0% | Unchanged |
| Empowered Funds, LLC | 21,208 | $1.51M | 0.02% | +2,855+15.6% | Added |
| Acadian Asset Management LLC | 21,077 | $1.50M | 0.00% | +20,381+2,928.3% | Added |
| Sequoia Financial Advisors, LLC | 20,824 | $1.48M | 0.01% | +1,156+5.9% | Added |
| Resources Management Corp | 20,782 | $1.48M | 0.19% | −5,700−21.5% | Reduced |
| Redwood Investment Management, LLC | 20,373 | $1.45M | 0.16% | −7,078−25.8% | Reduced |
| Spirit of America Management Corp | 20,050 | $1.43M | 0.29% | +950+5.0% | Added |
| Crossmark Global Holdings, Inc. | 19,840 | $1.41M | 0.02% | +60.0% | Added |
| Ironwood Investment Counsel, LLC | 19,711 | $1.40M | 0.20% | +1,285+7.0% | Added |
| Northwestern Mutual Wealth Management Co | 19,531 | $1.39M | 0.00% | +456+2.4% | Added |
| Louisiana State Employees Retirement System | 19,500 | $1.39M | 0.02% | +100+0.5% | Added |
| Leisure Capital Management | 19,433 | $1.38M | 0.47% | −58−0.3% | Reduced |
| Profund Advisors LLC | 19,401 | $1.38M | 0.04% | +933+5.1% | Added |
| M&T Bank Corp | 19,363 | $1.38M | 0.00% | −2,885−13.0% | Reduced |
| Pensionfund Sabic | 19,300 | $1.37M | 0.37% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 19,205 | $1.37M | 0.15% | 00.0% | Unchanged |
| Zacks Investment Management | 19,190 | $1.37M | 0.01% | −169−0.9% | Reduced |
| CAPROCK Group, Inc. | 21,245 | $1.36M | 0.03% | +21,245 | New |
| BetterWealth, LLC | 18,987 | $1.35M | 0.32% | +18,987 | New |
| Steward Partners Investment Advisory, LLC | 18,952 | $1.35M | 0.01% | +758+4.2% | Added |
| Kestra Advisory Services, LLC | 18,621 | $1.32M | 0.01% | −667−3.5% | Reduced |
| Essex Financial Services, Inc. | 18,598 | $1.32M | 0.08% | −1,577−7.8% | Reduced |
| Tableaux LLC | 18,436 | $1.31M | 0.52% | +9,218+100.0% | Added |
| PFG Investments, LLC | 18,414 | $1.31M | 0.07% | +28+0.2% | Added |
| Coldstream Capital Management Inc | 18,233 | $1.30M | 0.02% | +4,849+36.2% | Added |
| Assenagon Asset Management S.A. | 18,229 | $1.30M | 0.00% | −86−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 18,002 | $1.28M | 0.04% | −537−2.9% | Reduced |
| Securian Asset Management, Inc | 17,894 | $1.27M | 0.03% | −1,204−6.3% | Reduced |
| HB Wealth Management, LLC | 17,801 | $1.27M | 0.01% | +3,191+21.8% | Added |
| Principle Wealth Partners LLC | 17,723 | $1.26M | 0.07% | −75−0.4% | Reduced |
| Lido Advisors, LLC | 17,663 | $1.26M | 0.01% | +899+5.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,532 | $1.25M | 0.03% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 17,400 | $1.24M | 0.85% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 17,075 | $1.23M | 0.26% | +1,661+10.8% | Added |
| Great Oak Capital Partners, LLC | 16,853 | $1.21M | 0.32% | −4,393−20.7% | Reduced |
| Quadrant Capital Group LLC | 16,800 | $1.20M | 0.04% | +116+0.7% | Added |
| New Mexico Educational Retirement Board | 16,616 | $1.18M | 0.04% | −500−2.9% | Reduced |
| Mystic Asset Management, Inc. | 16,549 | $1.18M | 0.27% | +150+0.9% | Added |
| Arkadios Wealth Advisors | 16,300 | $1.16M | 0.03% | +1,122+7.4% | Added |
| Tounjian Advisory Partners, LLC | 16,230 | $1.15M | 0.39% | +16,230 | New |
| Benjamin Edwards Inc | 16,207 | $1.15M | 0.01% | +90+0.6% | Added |
| Pallas Capital Advisors LLC | 16,135 | $1.15M | 0.04% | +16,135 | New |
| Park Avenue Securities LLC | 16,080 | $1.14M | 0.01% | +520+3.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 17,816 | $1.13M | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 15,650 | $1.11M | 0.07% | +14,637+1,444.9% | Added |
| Jane Street Group, LLC | 15,554 | $1.11M | 0.00% | −69,486−81.7% | Reduced |
| 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 |
| Marks Group Wealth Management, Inc | 14,961 | $1.06M | 0.10% | +412+2.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,921 | $1.06M | 0.01% | +109+0.7% | Added |
| United Capital Financial Advisers, LLC | 14,865 | $1.06M | 0.01% | −150−1.0% | Reduced |