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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 3,348 | $238.2K | 0.01% | −1,398−29.5% | Reduced |
| Cypress Wealth Services, LLC | 3,343 | $237.8K | 0.04% | +27+0.8% | Added |
| Iams Wealth Management, LLC | 3,333 | $237.2K | 0.10% | +3,333 | New |
| Prospera Financial Services Inc | 3,328 | $236.9K | 0.00% | −1,073−24.4% | Reduced |
| Cidel Asset Management Inc | 3,327 | $236.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,320 | $236.2K | 0.00% | −219−6.2% | Reduced |
| Sage Mountain Advisors LLC | 3,291 | $234.1K | 0.01% | +3,291 | New |
| Exencial Wealth Advisors, LLC | 3,273 | $232.8K | 0.01% | +3,273 | New |
| Redhawk Wealth Advisors, Inc. | 3,271 | $232.7K | 0.03% | +83+2.6% | Added |
| CFS Investment Advisory Services, LLC | 3,092 | $230.9K | 0.02% | +3,092 | New |
| Cary Street Partners Financial LLC | 3,237 | $230.3K | 0.01% | −66−2.0% | Reduced |
| Clarius Group, LLC | 3,232 | $229.9K | 0.01% | −1,309−28.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,228 | $229.6K | 0.06% | −599−15.7% | Reduced |
| Foundations Investment Advisors, LLC | 3,216 | $228.8K | 0.00% | +3,216 | New |
| Tocqueville Asset Management L.P. | 3,200 | $227.6K | 0.00% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,157 | $224.6K | 0.01% | +3,157 | New |
| FC Advisory LLC | 3,153 | $224.3K | 0.07% | −408−11.5% | Reduced |
| Essential Partners LLC | 3,124 | $222.2K | 0.07% | +2,905+1,326.5% | Added |
| Fiduciary Alliance LLC | 3,114 | $221.5K | 0.01% | +3,114 | New |
| Versor Investments LP | 3,105 | $220.9K | 0.04% | −8,804−73.9% | Reduced |
| Midwest Trust Co | 3,093 | $220.0K | 0.00% | +3,093 | New |
| IFP Advisors, Inc | 3,092 | $220.0K | 0.01% | +937+43.5% | Added |
| Kraematon Investment Advisors, Inc | 3,089 | $219.7K | 0.19% | +3,089 | New |
| Cerro Pacific Wealth Advisors LLC | 3,083 | $219.3K | 0.06% | −353−10.3% | Reduced |
| QTR Family Wealth, LLC | 3,075 | $218.8K | 0.10% | +3,075 | New |
| ORG Partners LLC | 3,022 | $214.9K | 0.04% | +1,425+89.2% | Added |
| Hardman Johnston Global Advisors LLC | 3,000 | $213.4K | 0.01% | +3,000 | New |
| Econ Financial Services Corp | 2,996 | $213.1K | 0.11% | +2,996 | New |
| Means Investment Co., Inc. | 2,989 | $212.6K | 0.02% | +2,989 | New |
| Alliance Wealth Advisors, LLC | 2,965 | $210.9K | 0.11% | +2,965 | New |
| Sovran Advisors, LLC | 2,856 | $210.8K | 0.02% | +2,856 | New |
| Versant Capital Management, Inc | 2,952 | $210.0K | 0.03% | +808+37.7% | Added |
| FIL Ltd | 2,950 | $209.9K | 0.00% | −65,260−95.7% | Reduced |
| Capital Performance Advisors LLP | 2,938 | $209.0K | 0.03% | +2,938 | New |
| CX Institutional | 2,928 | $208.0K | 0.01% | +38+1.3% | Added |
| Clear Harbor Asset Management, LLC | 2,920 | $207.7K | 0.01% | +2,920 | New |
| Exchange Bank | 2,889 | $205.5K | 0.14% | +2,889 | New |
| Arete Wealth Advisors, LLC | 2,885 | $205.0K | 0.01% | +2,885 | New |
| Pinnacle West Asset Management, Inc. | 2,880 | $205.0K | 0.13% | +2,880 | New |
| Peak Asset Management, LLC | 2,866 | $203.9K | 0.04% | +2,866 | New |
| Novak & Powell Financial Services, Inc. | 2,848 | $202.6K | 0.11% | +2,848 | New |
| Chris Bulman Inc | 2,847 | $202.5K | 0.10% | +2,847 | New |
| Parsons Capital Management Inc | 2,819 | $200.5K | 0.01% | +2,819 | New |
| Ronald Blue Trust, Inc. | 2,787 | $198.3K | 0.00% | −149−5.1% | Reduced |
| Quarry LP | 2,763 | $196.6K | 0.05% | −3,588−56.5% | Reduced |
| Trust Co of Vermont | 2,726 | $193.9K | 0.01% | −136−4.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,666 | $189.7K | 0.05% | 00.0% | Unchanged |
| Albion Financial Group | 2,644 | $188.1K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 2,600 | $185.0K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $185.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,458 | $174.9K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,451 | $174.4K | 0.02% | −140−5.4% | Reduced |
| Ci Investments Inc. | 2,443 | $174.0K | 0.00% | +291+13.5% | Added |
| Clearstead Advisors, LLC | 2,426 | $172.6K | 0.00% | +914+60.4% | Added |
| Brown Brothers Harriman & Co | 2,393 | $170.2K | 0.00% | +767+47.2% | Added |
| Medallion Wealth Advisors, LLC | 2,385 | $169.7K | 0.06% | +2+0.1% | Added |
| NBC Securities, Inc. | 2,362 | $168.0K | 0.01% | −85−3.5% | Reduced |
| Parkside Financial Bank & Trust | 2,310 | $164.3K | 0.01% | +707+44.1% | Added |
| Smartleaf Asset Management LLC | 2,327 | $164.2K | 0.01% | +1,016+77.5% | Added |
| Ancora Advisors, LLC | 2,294 | $163.2K | 0.00% | +1,775+342.0% | Added |
| Montag A & Associates Inc | 2,200 | $156.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,159 | $153.6K | 0.01% | +25+1.2% | Added |
| Ameriflex Group, Inc. | 2,072 | $147.4K | 0.06% | +1,909+1,171.2% | Added |
| Y.D. More Investments Ltd | 2,066 | $147.0K | 0.01% | −890−30.1% | Reduced |
| Richardson Financial Services Inc. | 2,022 | $143.8K | 0.09% | −40−1.9% | Reduced |
| AdvisorNet Financial, Inc | 1,945 | $138.4K | 0.01% | +48+2.5% | Added |
| HM Payson & Co | 1,910 | $135.9K | 0.00% | +1,910 | New |
| Hughes Financial Services, LLC | 1,837 | $133.2K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,821 | $129.5K | 0.13% | +41+2.3% | Added |
| Cornerstone Planning Group LLC | 1,749 | $129.1K | 0.02% | +4+0.2% | Added |
| CVA Family Office, LLC | 1,783 | $126.8K | 0.02% | +7+0.4% | Added |
| Larson Financial Group LLC | 1,704 | $121.2K | 0.00% | +296+21.0% | Added |
| Massmutual Trust Co FSB | 1,701 | $121.0K | 0.00% | −21−1.2% | Reduced |
| Smithfield Trust Co | 1,673 | $119.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,665 | $118.0K | 0.00% | −11,658−87.5% | Reduced |
| Walleye Capital LLC | 1,655 | $117.7K | 0.00% | +1,641+11,721.4% | Added |
| GHP Investment Advisors, Inc. | 1,653 | $117.6K | 0.00% | −1,214−42.3% | Reduced |
| Center for Financial Planning, Inc. | 1,648 | $117.2K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,606 | $114.3K | 0.00% | −9,996−86.2% | Reduced |
| Vision Financial Markets LLC | 1,506 | $107.1K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,503 | $106.9K | 0.00% | +44+3.0% | Added |
| Umb Bank N A | 1,484 | $105.6K | 0.00% | +194+15.0% | Added |
| Crews Bank & Trust | 1,482 | $105.4K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,441 | $102.5K | 0.03% | 00.0% | Unchanged |
| Wexford Capital LP | 1,432 | $101.9K | 0.03% | +1,432 | New |
| Hantz Financial Services, Inc. | 1,394 | $99.0K | 0.00% | +108+8.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,335 | $95.0K | 0.01% | +23+1.8% | Added |
| Catalyst Capital Advisors LLC | 1,303 | $92.7K | 0.00% | −510−28.1% | Reduced |
| Holos Integrated Wealth LLC | 1,249 | $90.4K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,253 | $89.1K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,247 | $88.7K | 0.02% | +1,247 | New |
| Pension & Wealth Management Advisors, Inc. | 1,225 | $87.2K | 0.03% | +2+0.2% | Added |
| Quent Capital, LLC | 1,224 | $87.1K | 0.01% | +1,224 | New |
| Manchester Capital Management LLC | 1,168 | $83.1K | 0.01% | −22−1.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,129 | $80.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,106 | $78.7K | 0.02% | +498+81.9% | Added |
| FSA Wealth Management LLC | 1,105 | $78.6K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 1,080 | $76.8K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,042 | $74.1K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,024 | $72.9K | 0.01% | −13−1.3% | Reduced |