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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 8,580 | $610.5K | 0.17% | +534+6.6% | Added |
| Spire Wealth Management | 8,544 | $607.9K | 0.02% | +4,534+113.1% | Added |
| Vista Investment Partners LLC | 8,501 | $604.8K | 0.17% | +8,501 | New |
| Keybank National Association | 8,430 | $599.7K | 0.00% | +100+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 8,424 | $599.3K | 0.01% | +28+0.3% | Added |
| Abel Hall, LLC | 8,416 | $598.7K | 0.24% | −7−0.1% | Reduced |
| Fiduciary Trust Co | 8,368 | $595.3K | 0.01% | +577+7.4% | Added |
| Baker Ellis Asset Management LLC | 8,257 | $587.4K | 0.07% | −200−2.4% | Reduced |
| Inscription Capital, LLC | 8,219 | $584.7K | 0.06% | +8,219 | New |
| Keynote Financial Services LLC | 8,209 | $584.0K | 0.35% | −250−3.0% | Reduced |
| Syon Capital LLC | 8,195 | $583.0K | 0.03% | +4,770+139.3% | Added |
| Greenleaf Trust | 8,171 | $581.3K | 0.01% | −1,037−11.3% | Reduced |
| Drucker Wealth 3.0, LLC | 8,034 | $571.6K | 0.10% | −5,017−38.4% | Reduced |
| Beacon Pointe Advisors, LLC | 8,001 | $569.2K | 0.00% | −554−6.5% | Reduced |
| Chatham Capital Group, Inc. | 7,981 | $567.8K | 0.08% | 00.0% | Unchanged |
| Krilogy Financial LLC | 7,759 | $565.7K | 0.02% | +7,759 | New |
| Gallagher Fiduciary Advisors, LLC | 7,943 | $565.1K | 0.02% | +183+2.4% | Added |
| Aigen Investment Management, LP | 7,838 | $557.6K | 0.09% | +7,838 | New |
| Connecticut Wealth Management, LLC | 7,816 | $556.0K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 7,788 | $554.0K | 0.11% | −38−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 7,759 | $552.0K | 0.00% | +7,759 | New |
| Global Retirement Partners, LLC | 7,753 | $551.5K | 0.01% | +252+3.4% | Added |
| MONECO Advisors, LLC | 7,735 | $550.3K | 0.05% | +50+0.7% | Added |
| Glenview Trust Co | 7,639 | $543.4K | 0.01% | −949−11.1% | Reduced |
| Bahl & Gaynor Inc | 7,626 | $542.5K | 0.00% | −1,154−13.1% | Reduced |
| AlphaCore Capital LLC | 7,606 | $541.1K | 0.02% | +1,440+23.4% | Added |
| Valley Brook Capital Group | 7,528 | $535.5K | 0.36% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,490 | $532.8K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7,433 | $528.8K | 0.18% | −574−7.2% | Reduced |
| Brown Advisory Inc | 7,405 | $526.8K | 0.00% | −528−6.7% | Reduced |
| Prosperity Wealth Management, Inc. | 7,361 | $523.7K | 0.18% | +95+1.3% | Added |
| Nwam LLC | 7,176 | $522.0K | 0.03% | +2,463+52.3% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,329 | $521.4K | 0.02% | +420+6.1% | Added |
| Huntington National Bank | 7,314 | $520.3K | 0.00% | +230+3.2% | Added |
| Oppenheimer & Co Inc | 7,296 | $519.0K | 0.01% | +7,296 | New |
| BKD Wealth Advisors, LLC | 7,243 | $515.3K | 0.01% | −101−1.4% | Reduced |
| MUFG Securities EMEA plc | 7,103 | $505.3K | 0.01% | +6,022+557.1% | Added |
| WESPAC Advisors, LLC | 7,052 | $501.7K | 0.29% | +7,052 | New |
| Schonfeld Strategic Advisors LLC | 6,986 | $497.0K | 0.00% | +6,986 | New |
| Bessemer Group Inc | 6,955 | $494.0K | 0.00% | +960+16.0% | Added |
| Tema ETFs LLC | 6,928 | $492.9K | 0.04% | +6,928 | New |
| Aptus Capital Advisors, LLC | 6,886 | $489.9K | 0.00% | +415+6.4% | Added |
| Old North State Wealth Management, LLC | 6,875 | $489.5K | 0.23% | −201−2.8% | Reduced |
| Gsa Capital Partners LLP | 6,870 | $489.0K | 0.04% | +3,698+116.6% | Added |
| Ballentine Partners, LLC | 6,865 | $488.4K | 0.01% | +1,263+22.5% | Added |
| Bryce Point Capital, LLC | 6,860 | $488.0K | 0.60% | +6,860 | New |
| Blueshift Asset Management, LLC | 6,841 | $486.7K | 0.15% | −12−0.2% | Reduced |
| Sachetta, LLC | 6,764 | $481.2K | 0.18% | −24−0.4% | Reduced |
| Anchor Capital Advisors LLC | 6,664 | $474.1K | 0.01% | −2,926−30.5% | Reduced |
| Panagora Asset Management Inc | 6,652 | $473.2K | 0.00% | −1,103,470−99.4% | Reduced |
| Avidian Wealth Solutions, LLC | 6,598 | $469.4K | 0.02% | +419+6.8% | Added |
| Tower Research Capital LLC (TRC) | 6,576 | $467.8K | 0.01% | +2,149+48.5% | Added |
| Canada Post Corp Registered Pension Plan | 6,610 | $466.2K | 0.02% | +2,220+50.6% | Added |
| We Are One Seven, LLC | 6,538 | $465.1K | 0.01% | +1,952+42.6% | Added |
| RSM US Wealth Management LLC | 6,526 | $464.3K | 0.01% | +668+11.4% | Added |
| Golden State Equity Partners | 6,519 | $463.8K | 0.08% | +6,519 | New |
| Seeds Investor LLC | 6,487 | $461.5K | 0.10% | −18−0.3% | Reduced |
| Welch & Forbes LLC | 6,428 | $457.3K | 0.01% | −480−6.9% | Reduced |
| McIlrath & Eck, LLC | 6,422 | $456.9K | 0.05% | +766+13.5% | Added |
| Parcion Private Wealth LLC | 6,413 | $456.2K | 0.03% | +6,413 | New |
| Tiaa Trust, National Association | 6,413 | $455.9K | 0.00% | −1,565−19.6% | Reduced |
| KCM Investment Advisors LLC | 6,358 | $452.3K | 0.01% | +373+6.2% | Added |
| Everence Capital Management Inc | 6,247 | $444.0K | 0.03% | +1,687+37.0% | Added |
| Rockland Trust Co | 6,168 | $438.8K | 0.02% | −400−6.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,022 | $438.7K | 0.01% | +6,022 | New |
| Savior LLC | 6,150 | $437.5K | 1.95% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,150 | $437.5K | 0.00% | +253+4.3% | Added |
| LifeWealth Investments, LLC | 6,133 | $436.3K | 0.07% | +276+4.7% | Added |
| Atomi Financial Group, Inc. | 6,130 | $436.1K | 0.01% | +545+9.8% | Added |
| Modera Wealth Management, LLC | 6,012 | $427.7K | 0.00% | −108−1.8% | Reduced |
| Washington Trust Co | 5,985 | $425.8K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 5,936 | $422.3K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,915 | $420.8K | 0.01% | −1,097−15.6% | Reduced |
| Meeder Advisory Services, Inc. | 5,858 | $416.7K | 0.02% | −502−7.9% | Reduced |
| Verity & Verity, LLC | 5,855 | $416.5K | 0.03% | −674−10.3% | Reduced |
| Leslie Global Wealth, LLC | 5,848 | $416.0K | 0.20% | −745−11.3% | Reduced |
| Perigon Wealth Management, LLC | 5,841 | $415.5K | 0.01% | +1,488+34.2% | Added |
| Kelly Financial Group LLC | 5,809 | $413.3K | 0.11% | +40+0.7% | Added |
| Fiduciary Financial Group, LLC | 5,785 | $411.5K | 0.07% | +655+12.8% | Added |
| Horizon Investments, LLC | 5,678 | $403.9K | 0.01% | −91−1.6% | Reduced |
| Holderness Investments Co | 5,644 | $401.5K | 0.08% | +1,422+33.7% | Added |
| Midwest Professional Planners, LTD. | 5,637 | $401.0K | 0.10% | −140−2.4% | Reduced |
| Erste Asset Management GmbH | 5,607 | $395.5K | 0.00% | −22,642−80.2% | Reduced |
| Advisor OS, LLC | 5,504 | $391.5K | 0.03% | +11+0.2% | Added |
| Beaumont Financial Advisors, LLC | 5,467 | $388.9K | 0.03% | −5−0.1% | Reduced |
| Thrive Wealth Management, LLC | 5,451 | $387.8K | 0.06% | +6+0.1% | Added |
| Alpha Family Trust | 5,440 | $387.0K | 0.18% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $386.7K | 0.20% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,434 | $386.6K | 0.02% | +2,069+61.5% | Added |
| HBK Sorce Advisory LLC | 5,330 | $385.0K | 0.01% | +39+0.7% | Added |
| Advisors Capital Management, LLC | 5,371 | $382.1K | 0.00% | +93+1.8% | Added |
| Fisher Asset Management, LLC | 5,155 | $366.8K | 0.00% | −4,169−44.7% | Reduced |
| Daymark Wealth Partners, LLC | 5,128 | $364.8K | 0.01% | −1,970−27.8% | Reduced |
| Capula Management Ltd | 5,107 | $363.3K | 0.00% | +5,107 | New |
| Destination Wealth Management | 5,070 | $360.7K | 0.01% | +351+7.4% | Added |
| Coastal Bridge Advisors, LLC | 5,067 | $360.4K | 0.03% | +446+9.7% | Added |
| Polymer Capital Management (US) LLC | 5,058 | $359.8K | 0.05% | +5,058 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,054 | $359.6K | 0.04% | +162+3.3% | Added |
| Mather Group, LLC. | 5,017 | $356.9K | 0.00% | +439+9.6% | Added |