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Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Eversource Energy changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of ES: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders992161,031+55
Shares310.7M448.5K318.2M+7.92M (+2.6%)
Value$22.6B$31.9M$21.4B−$1.19B (−5.3%)

16 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (132)

Institutions that held Eversource Energy at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 132 by value.

Institutions new to ES in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank4,812,589$324.0M0.03%
Cohen & Steers, Inc.1,557,233$104.8M0.19%
Brookfield Asset Management Inc.949,925$64.0M0.08%
HITE Hedge Asset Management LLC280,391$18.9M1.20%
Connor, Clark & Lunn Investment Management Ltd.205,571$13.8M0.04%
Eurizon Capital SGR S.p.A.150,845$10.2M0.03%
Osmosis Investment Management UK Ltd137,098$9.23M0.23%
Vega Investment Solutions116,379$7.87M1.25%
F/M Investments LLC72,086$4.85M0.18%
Andra AP-fonden60,444$4.07M0.05%
BFSG, LLC54,502$3.67M0.36%
Loomis Sayles & Co L P52,696$3.55M0.00%
CIBC World Markets Corp52,049$3.50M0.02%
ING Groep NV50,020$3.37M0.02%
PensionDanmark Pensionsforsikringsaktieselskab39,301$2.65M0.02%
Lazard Asset Management LLC38,264$2.58M0.00%
Glenmede Trust Co NA34,999$2.36M0.01%
Havemeyer Place LP31,668$2.13M0.42%
iA Global Asset Management Inc.29,384$1.98M0.03%
SHP Wealth Management28,478$1.92M0.15%
Magnetar Financial LLC26,480$1.78M0.02%
Winton Group Ltd23,714$1.60M0.06%
Pinebridge Investments LLC22,121$1.49M0.01%
EP Wealth Advisors, LLC21,835$1.47M0.01%
Laird Norton Trust Company, LLC21,371$1.44M0.03%
Virginia Retirement Systems Et Al17,200$1.16M0.01%
Soros Fund Management LLCSuperinvestorSoros Fund Management14,890$1.00M0.01%
Hilton Head Capital Partners, LLC14,167$953.8K0.56%
Engineers Gate Manager LP13,797$929.0K0.01%
North Dakota State Investment Board12,597$848.2K0.03%
Union Savings Bank12,496$841.4K0.36%
Oak Thistle LLC10,067$677.8K0.09%
Diversified Trust Co9,411$633.6K0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,242$622.3K0.01%
Barr E S & Co9,208$620.0K0.03%
Abacus Wealth Partners, LLC7,906$532.3K0.05%
Skopos Labs, Inc.7,642$513.5K0.02%
NewEdge Wealth, LLC7,485$503.9K0.01%
Silver Oak Securities, Inc7,455$503.6K0.03%
Mirabella Financial Services LLP7,383$497.1K0.05%
Sentinel Pension Advisors Inc7,088$477.2K0.07%
Interchange Capital Partners, LLC6,542$440.5K0.08%
Alchemi Wealth, LLC6,337$426.7K0.23%
Odyssean, LLC6,256$421.2K0.30%
Evolve Private Wealth, LLC6,222$418.9K0.02%
Impact Partnership Wealth, LLC5,880$395.9K0.05%
TCW Group Inc5,524$371.9K0.00%
FourThought Financial Partners, LLC5,246$353.2K0.03%
Money Concepts Capital Corp5,177$348.6K0.02%
Crestwood Advisors Group LLC5,165$347.8K0.01%
Qtron Investments LLC5,017$337.8K0.04%
Leo Wealth, LLC4,810$323.8K0.02%
Pinnacle Financial Partners, Inc.4,616$310.8K0.00%
Mach-1 Financial Group, Inc.4,460$300.3K0.06%
Armistice Capital, LLC4,445$299.3K0.01%
Aprio Wealth Management, LLC4,042$272.2K0.02%
Alta Wealth Advisors LLC4,031$271.4K0.09%
Hamilton Capital, LLC4,015$270.3K0.01%
Envestnet Portfolio Solutions, Inc.3,975$267.6K0.00%
Camden Capital, LLC3,941$265.4K0.02%
Stevens Capital Management LP3,609$243.0K0.09%
Sterling Investment Counsel, LLC4,150$238.3K0.07%
Polaris Investment Advisors, LLC3,516$236.7K0.17%
Premier Path Wealth Partners, LLC3,495$235.3K0.03%
Charter Oak Capital Management, LLC3,477$234.1K0.02%
Prelude Capital Management, LLC3,373$227.1K0.02%
First Growth Capital LLC3,220$226.1K0.20%
Sepio Capital, LP3,333$224.4K0.01%
Procyon Private Wealth Partners, LLC3,325$223.9K0.01%
Jackson Thornton Asset Management, LLC3,290$221.8K0.02%
Cornerstone Wealth Group, LLC3,234$217.7K0.01%
Diversified Enterprises, LLC3,224$217.1K0.01%
PCM Encore, LLC3,170$213.4K0.05%
Milestone Asset Management Group, LLC3,161$212.8K0.12%
Cascade Financial Partners, LLC3,099$208.7K0.02%
Monument Capital Management3,033$204.2K0.05%
U S Global Investors Inc3,000$202.0K0.02%
Gateway Investment Advisers LLC2,999$201.9K0.00%
Virtus Investment Advisers, Inc.2,462$165.8K0.05%
Basecamp Wealth Advisors LLC2,185$147.1K0.03%
USA Financial Portformulas Corp1,832$123.3K0.02%
Intact Investment Management Inc.1,100$74.1K0.00%
Board of the Pension Protection Fund1,000$67.3K0.06%
Bank & Trust Co900$60.6K0.04%
Aster Capital Management (DIFC) Ltd856$57.6K0.03%
Group One Trading, L.P.771$51.9K0.00%
Trust Co765$51.5K0.00%
Walleye Trading LLC654$44.0K0.00%
McMillan Office, Inc.611$41.1K0.00%
DV Trading LLC600$40.4K0.00%
Optiver Holding B.V.525$35.3K0.00%
DV Equities, LLC516$34.7K0.01%
Quest 10 Wealth Builders, Inc.445$30.0K0.03%
Key Capital Management, INC428$28.8K0.03%
Godfrey Financial Associates, Inc.426$28.7K0.02%
Garton & Associates Financial Advisors LLC420$28.3K0.02%
Lodestone Wealth Management LLC372$25.0K0.01%
Keating Financial Advisory Services, Inc.328$22.1K0.00%
Capital Analysts, LLC266$18.0K0.00%
Fideuram Asset Management (Ireland) dac308$17.2K0.00%

Sold out (77)

Institutions that held Eversource Energy at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of ES in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Point72 Asset Management, L.P.668,210$47.5M
Marshall Wace, LLP507,581$36.1M
Yaupon Capital Management LP248,083$17.6M
Renaissance Technologies LLC231,580$16.5M
Adams Diversified Equity Fund, Inc.215,000$15.3M
Arrowstreet Capital, Limited Partnership99,960$7.11M
Qsemble Capital Management, LP95,835$6.82M
ISAM Funds (UK) Ltd64,276$4.57M
Agf Management Ltd51,380$3.66M
DRW Securities, LLC38,437$2.72M
Lee Johnson Capital Management, LLC33,588$2.39M
BTG Pactual Asset Management US LLC28,414$2.02M
Sciencast Management LP24,160$1.72M
Prevail Innovative Wealth Advisors, LLC23,307$1.66M
Vennlight Capital Management, LP15,300$1.09M
Graham Capital Management, L.P.14,535$1.03M
Greenland Capital Management LP13,296$945.9K
Steel Peak Wealth Management LLC12,204$868.2K
Brighton Jones LLC10,838$771.0K
Bridgefront Capital, LLC10,221$727.1K
Simplex Trading, LLC9,691$689.0K
XTX Topco Ltd9,461$673.1K
Catalytic Wealth RIA, LLC8,784$624.9K
Aigen Investment Management, LP7,838$557.6K
WESPAC Advisors, LLC7,052$501.7K
Gsa Capital Partners LLP6,870$489.0K
LifeWealth Investments, LLC6,133$436.3K
Midwest Professional Planners, LTD.5,637$401.0K
Erste Asset Management GmbH5,607$395.5K
CWA Asset Management Group, LLC4,566$324.8K
Grace & White Inc4,418$314.3K
Bayforest Capital Ltd4,339$308.7K
Mizuho Markets Americas LLC4,249$302.3K
Optas, LLC4,159$295.9K
Inceptionr LLC3,718$264.5K
Volterra Technologies LP3,571$254.0K
Requisite Capital Management, LLC3,413$242.8K
Iams Wealth Management, LLC3,333$237.2K
Sage Mountain Advisors LLC3,291$234.1K
Hurlow Wealth Management Group, Inc.3,228$229.6K
Versor Investments LP3,105$220.9K
Cerro Pacific Wealth Advisors LLC3,083$219.3K
Capital Performance Advisors LLP2,938$209.0K
Exchange Bank2,889$205.5K
Arete Wealth Advisors, LLC2,885$205.0K
Pinnacle West Asset Management, Inc.2,880$205.0K
Peak Asset Management, LLC2,866$203.9K
Novak & Powell Financial Services, Inc.2,848$202.6K
Chris Bulman Inc2,847$202.5K
Parsons Capital Management Inc2,819$200.5K
Ci Investments Inc.2,443$174.0K
Wexford Capital LP1,432$101.9K
Catalyst Capital Advisors LLC1,303$92.7K
Tortoise Investment Management, LLC1,024$72.9K
Pathway Financial Advisers, LLC712$50.7K
JPL Wealth Management, LLC618$44.0K
Salem Investment Counselors Inc528$37.6K
Migdal Insurance & Financial Holdings Ltd.502$36.0K
Pinney & Scofield, Inc.490$34.9K
Bokf, NA476$33.9K
VSM Wealth Advisory, LLC322$22.9K
Stance Capital LLC316$22.5K
Rise Advisors, LLC248$17.7K
Financial Life Planners188$13.3K
Chilton Capital Management LLC170$12.1K
SWAN Capital LLC117$8.32K
Barnes Dennig Private Wealth Management LLC62$4.41K
Trifecta Capital Advisors, LLC46$3.27K
Sofos Investments, Inc.46$3.27K
Provenance Wealth Advisors, LLC45$3.20K
Cloud Capital Management, LLC55$3.00K
Friedenthal Financial21$1.49K
Rakuten Securities, Inc.20$1.42K
Heartwood Wealth Advisors LLC14$996
Proffitt & Goodson Inc8$570
Avalon Trust Co6$427
Palisade Asset Management, LLC1$72

Not filed for Q4 2025 yet (16)

Institutions that held Eversource Energy at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.246,063$17.5M
CIBC Bancorp USA Inc.51,068$3.63M
Cubist Systematic Strategies, LLC49,712$3.54M
Glenmede Investment Management, LP36,000$2.56M
Bard Financial Services, Inc.19,205$1.37M
Shell Asset Management Co14,496$1.03M
Wetherby Asset Management Inc13,178$937.5K
Bryce Point Capital, LLC6,860$488.0K
Wells Trecaso Financial Group, LLC4,972$353.7K
Synovus Financial Corp4,447$316.4K
FSA Wealth Management LLC1,105$78.6K
Amica Retiree Medical Trust992$71.0K
Hemington Wealth Management315$22.0K
Lowe Wealth Advisors, LLC72$5.12K
Texas Capital Bancshares Inc33$2.35K
Guerra Advisors Inc10$719