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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 14,691 | $1.05M | 0.00% | +36+0.2% | Added |
| Graham Capital Management, L.P. | 14,535 | $1.03M | 0.04% | +1,540+11.9% | Added |
| Bradley Foster & Sargent Inc | 14,521 | $1.03M | 0.02% | −15,629−51.8% | Reduced |
| Shell Asset Management Co | 14,496 | $1.03M | 0.10% | −8,033−35.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,418 | $1.03M | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 14,321 | $1.02M | 0.00% | +1,413+10.9% | Added |
| Vinva Investment Management Ltd | 14,355 | $1.01M | 0.02% | +7,960+124.5% | Added |
| Presima Inc. | 14,189 | $1.01M | 0.28% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,171 | $1.01M | 0.01% | +12,707+868.0% | Added |
| Navellier & Associates Inc | 14,139 | $1.01M | 0.10% | +2,796+24.6% | Added |
| Buckingham Strategic Partners | 13,922 | $1.00M | 0.01% | +13,922 | New |
| MASTERINVEST Kapitalanlage GmbH | 14,047 | $999.3K | 0.10% | +1,251+9.8% | Added |
| Aaron Wealth Advisors | 13,593 | $967.0K | 0.06% | +9,616+241.8% | Added |
| GeoWealth Management, LLC | 13,508 | $961.0K | 0.04% | +3,891+40.5% | Added |
| Manske Wealth Management | 13,502 | $960.5K | 0.29% | −225−1.6% | Reduced |
| Allstate Corp | 13,412 | $954.1K | 0.02% | +13,412 | New |
| Finivi Inc. | 13,402 | $953.4K | 0.61% | −6,376−32.2% | Reduced |
| Greenland Capital Management LP | 13,296 | $945.9K | 0.14% | −43,357−76.5% | Reduced |
| United Asset Strategies, Inc. | 13,288 | $945.3K | 0.08% | +138+1.0% | Added |
| Eastern Bank | 13,285 | $945.1K | 0.02% | −961−6.7% | Reduced |
| Quantitative Investment Management, LLC | 13,288 | $945.0K | 0.13% | +13,288 | New |
| Advisory Services Network, LLC | 13,268 | $943.9K | 0.01% | +824+6.6% | Added |
| Intrua Financial, LLC | 13,186 | $938.1K | 0.11% | +349+2.7% | Added |
| Wetherby Asset Management Inc | 13,178 | $937.5K | 0.04% | +1,227+10.3% | 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 |
| Flagship Harbor Advisors, LLC | 13,129 | $934.0K | 0.04% | +269+2.1% | Added |
| Allworth Financial LP | 12,747 | $906.8K | 0.00% | +992+8.4% | Added |
| J.W. Cole Advisors, Inc. | 12,743 | $906.6K | 0.02% | −113−0.9% | Reduced |
| Empirical Finance, LLC | 12,556 | $893.2K | 0.04% | +129+1.0% | Added |
| Ontario Teachers Pension Plan Board | 12,532 | $891.5K | 0.02% | +12,532 | New |
| Principal Securities, Inc. | 12,447 | $885.5K | 0.01% | +689+5.9% | Added |
| San Luis Wealth Advisors LLC | 12,257 | $871.9K | 0.16% | +1,041+9.3% | Added |
| Steel Peak Wealth Management LLC | 12,204 | $868.2K | 0.03% | +12,204 | New |
| Miller Howard Investments Inc | 12,201 | $868.0K | 0.03% | +497+4.2% | Added |
| Omers Administration Corp | 12,143 | $863.9K | 0.01% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 12,039 | $856.5K | 0.67% | −4,411−26.8% | Reduced |
| GAMMA Investing LLC | 11,885 | $845.5K | 0.05% | +1,817+18.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,828 | $841.4K | 0.01% | +108+0.9% | Added |
| Resources Investment Advisors, LLC. | 11,817 | $840.7K | 0.01% | −798−6.3% | Reduced |
| NorthRock Partners, LLC | 11,561 | $822.4K | 0.01% | +2,406+26.3% | Added |
| Vestcor Inc | 11,513 | $819.0K | 0.02% | −1,860−13.9% | Reduced |
| Vident Advisory, LLC | 11,444 | $814.1K | 0.01% | +1,870+19.5% | Added |
| Prosperity Consulting Group, LLC | 11,057 | $786.6K | 0.04% | +46+0.4% | Added |
| Centerpoint Advisors, LLC | 10,983 | $781.0K | 0.24% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 10,967 | $780.2K | 0.57% | −363−3.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,953 | $779.2K | 0.04% | −8,591−44.0% | Reduced |
| Occudo Quantitative Strategies LP | 10,946 | $778.7K | 0.09% | +10,946 | New |
| Continuum Advisory, LLC | 10,883 | $774.2K | 0.08% | +7,053+184.2% | Added |
| Brighton Jones LLC | 10,838 | $771.0K | 0.02% | +7,488+223.5% | Added |
| Modern Wealth Management, LLC | 10,788 | $767.5K | 0.02% | +78+0.7% | Added |
| SlateStone Wealth, LLC | 10,781 | $767.0K | 0.07% | −25−0.2% | Reduced |
| Independent Advisor Alliance | 10,719 | $762.5K | 0.02% | −249−2.3% | Reduced |
| Signaturefd, LLC | 10,654 | $757.9K | 0.01% | −1,096−9.3% | Reduced |
| V-Square Quantitative Management LLC | 10,577 | $752.4K | 0.13% | +392+3.8% | Added |
| Creative Financial Designs Inc | 10,558 | $751.1K | 0.05% | +10,165+2,586.5% | Added |
| ORG Wealth Partners, LLC | 10,409 | $740.5K | 0.16% | +2,864+38.0% | Added |
| Bridgefront Capital, LLC | 10,221 | $727.1K | 0.21% | +10,221 | New |
| Claro Advisors LLC | 10,100 | $718.5K | 0.10% | +399+4.1% | Added |
| MUFG Securities Americas Inc. | 10,008 | $712.0K | 0.05% | +1,866+22.9% | Added |
| Vise Technologies, Inc. | 9,935 | $706.8K | 0.03% | −1,498−13.1% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $706.0K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 9,868 | $702.0K | 0.00% | −18−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,842 | $700.1K | 0.09% | −245−2.4% | Reduced |
| Paradigm Financial Partners, LLC | 9,794 | $696.7K | 0.07% | −65−0.7% | Reduced |
| Apollon Wealth Management, LLC | 9,716 | $691.2K | 0.01% | −1,872−16.2% | Reduced |
| Simplex Trading, LLC | 9,691 | $689.0K | 0.02% | +1,035+12.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,668 | $687.8K | 0.05% | −310−3.1% | Reduced |
| Hilltop Holdings Inc. | 9,654 | $686.8K | 0.04% | +205+2.2% | Added |
| Rockefeller Capital Management L.P. | 9,643 | $686.1K | 0.00% | −2,173−18.4% | Reduced |
| Savant Capital, LLC | 9,571 | $680.9K | 0.00% | −552−5.5% | Reduced |
| Chicago Partners Investment Group LLC | 9,063 | $678.7K | 0.02% | +4,917+118.6% | Added |
| Maridea Wealth Management LLC | 9,290 | $676.8K | 0.11% | +9,290 | New |
| XTX Topco Ltd | 9,461 | $673.1K | 0.03% | +9,461 | New |
| Heritage Financial Services, LLC | 9,441 | $671.6K | 0.06% | +9+0.1% | Added |
| Ellevest, Inc. | 9,423 | $670.4K | 0.10% | +9,423 | New |
| First Manhattan Co | 9,382 | $667.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,358 | $660.6K | 0.09% | +330+3.7% | Added |
| Global X Japan Co., Ltd. | 9,239 | $657.3K | 0.06% | −943−9.3% | Reduced |
| QRG Capital Management, Inc. | 9,209 | $655.1K | 0.01% | −1,267−12.1% | Reduced |
| Live Oak Private Wealth LLC | 9,148 | $650.8K | 0.09% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 9,111 | $648.1K | 0.06% | +2,551+38.9% | Added |
| Evergreen Capital Management LLC | 9,097 | $647.2K | 0.02% | −81−0.9% | Reduced |
| Brinker Capital Investments, LLC | 9,083 | $646.1K | 0.01% | −900−9.0% | Reduced |
| Farther Finance Advisors, LLC | 9,060 | $644.6K | 0.01% | +4,561+101.4% | Added |
| Howard Capital Management Inc. | 9,024 | $641.9K | 0.01% | +331+3.8% | Added |
| Mesirow Financial Investment Management, Inc. | 9,017 | $641.5K | 0.01% | +28+0.3% | Added |
| Voya Financial Advisors, Inc. | 9,082 | $640.6K | 0.06% | +431+5.0% | Added |
| Central Pacific Bank - Trust Division | 9,000 | $640.3K | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,944 | $636.3K | 0.03% | +2,080+30.3% | Added |
| Huber Capital Management LLC | 8,916 | $634.3K | 0.10% | +1,287+16.9% | Added |
| Nomura Holdings Inc | 8,915 | $634.2K | 0.00% | +8,915 | New |
| New England Capital Financial Advisors LLC | 8,889 | $632.4K | 0.27% | +23+0.3% | Added |
| Armstrong Advisory Group, Inc | 8,819 | $627.4K | 0.04% | −174−1.9% | Reduced |
| STRS Ohio | 8,785 | $625.0K | 0.00% | −27,197−75.6% | Reduced |
| Catalytic Wealth RIA, LLC | 8,784 | $624.9K | 0.02% | +8,784 | New |
| Cutler Capital Management, LLC | 8,747 | $622.3K | 0.20% | −16,000−64.7% | Reduced |
| Finer Wealth Management, Inc. | 8,689 | $618.1K | 0.31% | −23−0.3% | Reduced |
| Valmark Advisers, Inc. | 8,661 | $616.1K | 0.01% | −46−0.5% | Reduced |
| Revisor Wealth Management LLC | 8,466 | $612.8K | 0.21% | +261+3.2% | Added |