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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 992 | $71.0K | 0.10% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 981 | $69.8K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 972 | $69.6K | 0.03% | +7+0.7% | Added |
| Sentry Investment Management LLC | 935 | $69.0K | 0.05% | +935 | New |
| Onefund, LLC | 943 | $67.1K | 0.04% | +30+3.3% | Added |
| TSFG, LLC | 935 | $67.0K | 0.01% | −155−14.2% | Reduced |
| Bogart Wealth, LLC | 935 | $66.5K | 0.00% | +7+0.8% | Added |
| CoreFirst Bank & Trust | 907 | $64.5K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 900 | $64.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 900 | $64.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 895 | $63.7K | 0.00% | +3+0.3% | Added |
| City Holding Co | 885 | $63.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $62.2K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 865 | $61.5K | 0.00% | −623−41.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 850 | $60.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 846 | $60.2K | 0.00% | +300+54.9% | Added |
| North Star Investment Management Corp. | 816 | $58.0K | 0.00% | +619+314.2% | Added |
| Gould Capital, LLC | 800 | $56.9K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $56.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 785 | $55.8K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $52.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $51.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $50.7K | 0.01% | +712 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $50.4K | 0.09% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 697 | $49.6K | 0.05% | +697 | New |
| Cary Street Partner Investment Advisory LLC | 690 | $49.1K | 0.02% | +112+19.4% | Added |
| Clear Street Markets LLC | 641 | $45.6K | 0.01% | +394+159.5% | Added |
| Broadwater Capital Management LLC | 620 | $44.1K | 0.03% | −38,824−98.4% | Reduced |
| JPL Wealth Management, LLC | 618 | $44.0K | 0.01% | +618 | New |
| Bangor Savings Bank | 604 | $43.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 600 | $42.7K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 600 | $42.7K | 0.02% | +600 | New |
| DT Investment Partners, LLC | 577 | $41.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 574 | $40.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 550 | $39.1K | 0.01% | +336+157.0% | Added |
| MV Capital Management, Inc. | 532 | $37.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 528 | $37.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 530 | $37.0K | 0.01% | +30+6.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 502 | $36.0K | 0.00% | +502 | New |
| Webster Bank, N. A. | 500 | $35.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $35.6K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 490 | $34.9K | 0.02% | −90−15.5% | Reduced |
| Independence Bank of Kentucky | 485 | $34.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 476 | $33.9K | 0.00% | +474+23,700.0% | Added |
| Johnson Financial Group, Inc. | 465 | $33.1K | 0.00% | +197+73.5% | Added |
| Harbour Investments, Inc. | 454 | $32.3K | 0.00% | +148+48.4% | Added |
| Sawyer & Company, Inc | 500 | $32.0K | 0.01% | +500 | New |
| Trust Co of Toledo NA | 441 | $31.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 400 | $28.5K | 0.00% | −67−14.3% | Reduced |
| Covestor Ltd | 373 | $27.0K | 0.01% | +48+14.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 386 | $27.0K | 0.00% | +386 | New |
| HFM Investment Advisors, LLC | 376 | $26.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 359 | $25.5K | 0.00% | +359 | New |
| GPS Wealth Strategies Group, LLC | 352 | $25.0K | 0.00% | +75+27.1% | Added |
| Ogorek Anthony Joseph | 357 | $25.0K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 322 | $22.9K | 0.01% | −1−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $22.8K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 316 | $22.5K | 0.01% | +316 | New |
| Hemington Wealth Management | 315 | $22.0K | 0.00% | +58+22.6% | Added |
| Raleigh Capital Management Inc. | 306 | $21.7K | 0.01% | +3+1.0% | Added |
| Delta Asset Management LLC | 300 | $21.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $21.3K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 297 | $21.1K | 0.00% | +31+11.7% | Added |
| Truvestments Capital LLC | 295 | $21.0K | 0.00% | +295 | New |
| Gleason Group, Inc. | 294 | $20.9K | 0.00% | +3+1.0% | Added |
| Geneos Wealth Management Inc. | 290 | $20.7K | 0.00% | −1,646−85.0% | Reduced |
| Westside Investment Management, Inc. | 286 | $20.5K | 0.00% | +140+95.9% | Added |
| GW&K Investment Management, LLC | 287 | $20.0K | 0.00% | −3−1.0% | Reduced |
| First Command Advisory Services, Inc. | 262 | $18.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 262 | $18.6K | 0.00% | +262 | New |
| Field & Main Bank | 262 | $18.6K | 0.01% | +262 | New |
| Bruce G. Allen Investments, LLC | 261 | $18.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 253 | $18.1K | 0.00% | +1+0.4% | Added |
| Farmers & Merchants Investments Inc | 250 | $17.8K | 0.00% | −600−70.6% | Reduced |
| Private Wealth Management Group, LLC | 250 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 248 | $17.7K | 0.01% | +10+4.2% | Added |
| Colonial Trust Advisors | 243 | $17.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 232 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 229 | $16.3K | 0.00% | +183+397.8% | Added |
| CBIZ Investment Advisory Services, LLC | 214 | $15.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $14.9K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $14.2K | 0.01% | −250−55.6% | Reduced |
| Investors Research Corp | 199 | $14.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 187 | $13.6K | 0.00% | +187 | New |
| Rossby Financial, LCC | 187 | $13.4K | 0.00% | +67+55.8% | Added |
| Financial Life Planners | 188 | $13.3K | 0.01% | +188 | New |
| City State Bank | 187 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 187 | $13.3K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 185 | $13.2K | 0.00% | +85+85.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 184 | $13.1K | 0.00% | +184 | New |
| Meeder Asset Management Inc | 183 | $13.0K | 0.00% | +183 | New |
| Valley National Advisers Inc | 194 | $13.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 181 | $12.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 173 | $12.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 172 | $12.2K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 170 | $12.1K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 164 | $11.7K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 155 | $11.0K | 0.01% | 00.0% | Unchanged |