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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 5,010 | $356.4K | 0.01% | −42−0.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,972 | $353.7K | 0.17% | 00.0% | Unchanged |
| Spinnaker Trust | 4,915 | $349.7K | 0.02% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4,854 | $347.5K | 0.21% | +447+10.1% | Added |
| MJP Associates Inc | 4,867 | $346.2K | 0.05% | +27+0.6% | Added |
| Cbre Clarion Securities LLC | 4,831 | $343.7K | 0.00% | −5,407−52.8% | Reduced |
| Callan Family Office, LLC | 4,808 | $342.0K | 0.01% | −1,533−24.2% | Reduced |
| Grimes & Company, Inc. | 4,760 | $338.6K | 0.01% | −3,284−40.8% | Reduced |
| Gladstone Institutional Advisory LLC | 4,711 | $335.1K | 0.01% | +190+4.2% | Added |
| Citizens Financial Group Inc | 4,664 | $331.8K | 0.00% | +1,379+42.0% | Added |
| Oxler Private Wealth LLC | 4,662 | $331.6K | 0.10% | +42+0.9% | Added |
| Sivia Capital Partners, LLC | 4,643 | $330.3K | 0.09% | +4,643 | New |
| SageView Advisory Group, LLC | 4,591 | $326.6K | 0.01% | −146−3.1% | Reduced |
| Aegis Wealth Management LLC | 4,578 | $325.7K | 0.17% | +4,578 | New |
| CWA Asset Management Group, LLC | 4,566 | $324.8K | 0.01% | −288−5.9% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $323.2K | 0.14% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 4,513 | $321.1K | 0.05% | +10.0% | Added |
| Stratos Wealth Partners, LTD. | 4,508 | $320.8K | 0.00% | −67−1.5% | Reduced |
| International Private Wealth Advisors LLC | 4,468 | $317.9K | 0.20% | −546−10.9% | Reduced |
| Trueblood Wealth Management, LLC | 4,466 | $317.7K | 0.12% | −99−2.2% | Reduced |
| Synovus Financial Corp | 4,447 | $316.4K | 0.00% | 00.0% | Unchanged |
| Grace & White Inc | 4,418 | $314.3K | 0.06% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,382 | $311.7K | 0.13% | +104+2.4% | Added |
| Apella Capital, LLC | 4,366 | $311.6K | 0.01% | +214+5.2% | Added |
| Miracle Mile Advisors, LLC | 4,364 | $310.5K | 0.00% | +720+19.8% | Added |
| Groupama Asset Managment | 4,344 | $309.0K | 0.00% | +784+22.0% | Added |
| Bayforest Capital Ltd | 4,339 | $308.7K | 0.15% | −303−6.5% | Reduced |
| Asset Dedication, LLC | 4,328 | $307.9K | 0.02% | +2,132+97.1% | Added |
| Charter Trust Co | 4,325 | $307.7K | 0.02% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 4,323 | $307.5K | 0.09% | −11−0.3% | Reduced |
| Change Path, LLC | 4,292 | $305.3K | 0.01% | +483+12.7% | Added |
| Stablepoint Partners, LLC | 4,274 | $304.1K | 0.05% | −50−1.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,263 | $303.3K | 0.20% | +197+4.8% | Added |
| Clifford Swan Investment Counsel LLC | 4,250 | $302.3K | 0.01% | −5−0.1% | Reduced |
| Martingale Asset Management L P | 4,250 | $302.3K | 0.01% | +4,250 | New |
| Mizuho Markets Americas LLC | 4,249 | $302.3K | 0.01% | −31−0.7% | Reduced |
| HighPoint Advisor Group LLC | 4,187 | $297.9K | 0.01% | −125−2.9% | Reduced |
| Sagespring Wealth Partners, LLC | 4,168 | $296.5K | 0.01% | +656+18.7% | Added |
| GTS Securities LLC | 4,167 | $296.4K | 0.01% | +4,167 | New |
| Optas, LLC | 4,159 | $295.9K | 0.05% | +4,159 | New |
| Pensionmark Financial Group, LLC | 4,157 | $295.7K | 0.01% | +13+0.3% | Added |
| Simplicity Wealth,LLC | 4,140 | $294.5K | 0.02% | +4,140 | New |
| Blue Fin Capital, Inc. | 4,130 | $293.8K | 0.05% | −101−2.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,102 | $291.9K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,097 | $291.5K | 0.00% | −1,307−24.2% | Reduced |
| Centaurus Financial, Inc. | 4,052 | $288.0K | 0.01% | +1,928+90.8% | Added |
| Fortis Group Advisors, LLC | 3,891 | $287.2K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,034 | $287.0K | 0.00% | +32+0.8% | Added |
| Alan B. Lancz & Associates, Inc. | 4,033 | $286.9K | 0.26% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,008 | $285.1K | 0.02% | −54−1.3% | Reduced |
| Viking Fund Management LLC | 4,000 | $284.6K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,968 | $282.0K | 0.01% | +265+7.2% | Added |
| Atlantic Union Bankshares Corp | 3,963 | $281.9K | 0.01% | +872+28.2% | Added |
| Melfa Wealth Management, LLC | 3,941 | $280.4K | 0.16% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,930 | $279.6K | 0.01% | +89+2.3% | Added |
| Tompkins Financial Corp | 3,875 | $275.7K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,864 | $274.9K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,863 | $274.8K | 0.01% | +3,863 | New |
| Mindset Wealth Management, LLC | 3,836 | $272.9K | 0.07% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,825 | $272.1K | 0.03% | +3,825 | New |
| TCG Advisory Services, LLC | 3,818 | $271.6K | 0.01% | +3,818 | New |
| Patton Fund Management, Inc. | 3,806 | $270.8K | 0.05% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,252 | $270.5K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,793 | $269.8K | 0.01% | +3,793 | New |
| Kera Capital Partners, Inc. | 3,774 | $268.5K | 0.04% | +3,774 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,771 | $268.2K | 0.01% | −400−9.6% | Reduced |
| Evoke Wealth, LLC | 3,767 | $268.1K | 0.01% | +3,767 | New |
| Venturi Wealth Management, LLC | 3,762 | $267.6K | 0.01% | +3,762 | New |
| Whittier Trust Co | 3,685 | $267.3K | 0.00% | +39+1.1% | Added |
| Quadcap Wealth Management, LLC | 3,722 | $264.8K | 0.03% | −2,172−36.9% | Reduced |
| Inceptionr LLC | 3,718 | $264.5K | 0.06% | −13,154−78.0% | Reduced |
| Thomasville National Bank | 3,711 | $264.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,700 | $263.2K | 0.03% | +10.0% | Added |
| Two Sigma Advisers, LP | 3,700 | $263.2K | 0.00% | +400+12.1% | Added |
| Fidelis Capital Partners, LLC | 3,699 | $263.1K | 0.02% | +133+3.7% | Added |
| Central Trust Co | 3,669 | $261.0K | 0.01% | −249−6.4% | Reduced |
| Rothschild Investment LLC | 3,661 | $260.4K | 0.01% | +1,963+115.6% | Added |
| Parallel Advisors, LLC | 3,636 | $258.7K | 0.00% | +169+4.9% | Added |
| Checchi Capital Advisers, LLC | 3,614 | $257.1K | 0.02% | −545−13.1% | Reduced |
| Berkshire Bank | 3,610 | $256.8K | 0.06% | 00.0% | Unchanged |
| LGT Group Foundation | 3,585 | $256.7K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,600 | $256.1K | 0.02% | −240−6.3% | Reduced |
| Horizon Investment Services, LLC | 3,572 | $254.2K | 0.10% | +193+5.7% | Added |
| Volterra Technologies LP | 3,571 | $254.0K | 0.17% | +3,571 | New |
| Cigna Investments Inc | 3,567 | $253.0K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,550 | $252.5K | 0.00% | +1,879+112.4% | Added |
| Flputnam Investment Management Co | 3,545 | $252.2K | 0.00% | −197−5.3% | Reduced |
| Cadence Wealth Management LLC | 3,521 | $250.5K | 0.13% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,511 | $249.8K | 0.00% | +207+6.3% | Added |
| Axxcess Wealth Management, LLC | 3,496 | $248.7K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,490 | $248.3K | 0.00% | +100+2.9% | Added |
| Ameritas Investment Partners, Inc. | 3,468 | $246.7K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $245.6K | 0.08% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $245.5K | 0.18% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,440 | $244.7K | 0.02% | −140−3.9% | Reduced |
| Davenport & Co LLC | 3,433 | $244.2K | 0.00% | −177−4.9% | Reduced |
| Resonant Capital Advisors, LLC | 3,418 | $243.2K | 0.01% | −29−0.8% | Reduced |
| Requisite Capital Management, LLC | 3,413 | $242.8K | 0.04% | +3,413 | New |
| Addison Advisors LLC | 3,409 | $242.5K | 0.06% | −1,598−31.9% | Reduced |
| Investment Advisory Group, LLC | 3,380 | $240.5K | 0.07% | +3,380 | New |