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Livermore
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.

13F holders, Q4 2025

Institutional positions in Eversource Energy as of Dec 31, 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
1,031
+55 vs. Q3 2025
Shares held
318.2M
+7.92M (+2.6%) vs. Q3 2025
Total value
$21.4B
−$1.19B (−5.3%) vs. Q3 2025
New holders
132
402 more added
Sold out
77
329 more reduced

16 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,031 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ4 2025: $21.4B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2025.

Institutions holding ES in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC6$00.00%00.0%Unchanged
Global Wealth Strategies & Associates1$350.00%−22−95.7%Reduced
SOA Wealth Advisors, LLC.1$800.00%00.0%Unchanged
Scarborough Advisors, LLC2$1350.00%−3−60.0%Reduced
Valued Wealth Advisors LLC2$1410.00%00.0%Unchanged
IMA Wealth, Inc.3$2010.00%00.0%Unchanged
Davis Capital Management4$2690.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp4$2690.00%+4New
Quaker Wealth Management, LLC4$2700.00%+1+33.3%Added
Quattro Advisors LLC4$2720.00%+4New
Luken Investment Analytics, LLC5$3370.00%+5New
Seneschal Advisors, LLC6$4040.00%00.0%Unchanged
Winnow Wealth LLC6$4080.00%00.0%Unchanged
United Community Bank8$5390.00%−13−61.9%Reduced
American Capital Advisory, LLC9$6060.00%+6+200.0%Added
Strengthening Families & Communities, LLC10$6730.00%−4−28.6%Reduced
NorthAvenue LLC12$8080.00%+12New
Bare Financial Services, Inc13$8750.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$8750.00%00.0%Unchanged
Litman Gregory Asset Management LLC13$8760.00%+13New
Financial Consulate, Inc13$8760.00%+13New
Aventura Private Wealth, LLC14$9430.00%+5+55.6%Added
Dunhill Financial, LLC15$9860.00%+5+50.0%Added
Investors Portfolio Services LLC15$1.00K0.00%+15New
WestEnd Advisors, LLC15$1.01K0.00%−2−11.8%Reduced
Torren Management, LLC15$1.04K0.00%+15New
Dogwood Wealth Management LLC18$1.21K0.00%−8−30.8%Reduced
Rialto Wealth Management, LLC18$1.21K0.00%+2+12.5%Added
Clark Wealth Partners19$1.28K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$1.35K0.00%00.0%Unchanged
Key Financial Inc22$1.48K0.00%00.0%Unchanged
Monetary Solutions, Ltd23$1.55K0.00%+23New
Signature Equity Partners, LLC24$1.64K0.00%+24New
TD Capital Management LLC25$1.68K0.00%00.0%Unchanged
TCTC Holdings, LLC27$1.82K0.00%00.0%Unchanged
Wealth Watch Advisors, INC27$1.82K0.00%+12+80.0%Added
Triumph Capital Management29$1.95K0.00%+29New
1015 Capital Partners, LLC29$1.95K0.00%+29New
Penserra Capital Management LLC33$2.00K0.00%+3+10.0%Added
Harvest Fund Management Co., Ltd34$2.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC31$2.09K0.00%+11+55.0%Added
Crewe Advisors LLC31$2.09K0.00%00.0%Unchanged
PFS Partners, LLC31$2.09K0.00%00.0%Unchanged
Pacifica Partners Inc.34$2.31K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.35$2.33K0.00%+23+191.7%Added
Highline Wealth Partners LLC37$2.49K0.00%+13+54.2%Added
Cullen/Frost Bankers, Inc.38$2.56K0.00%+38New
Stone House Investment Management, LLC41$2.76K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.41$2.76K0.00%00.0%Unchanged
Winch Advisory Services, LLC44$2.99K0.00%00.0%Unchanged
Cornerstone Financial Management LLC50$3.37K0.00%+50New
Fourth Dimension Wealth, LLC52$3.50K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC53$3.57K0.00%00.0%Unchanged
Solstein Capital, LLC54$3.64K0.00%00.0%Unchanged
Strive Financial Group ,LLC58$3.90K0.00%+58New
Clayton Financial Group LLC60$4.04K0.00%+60New
Leonteq Securities AG61$4.11K0.00%−21−25.6%Reduced
Fortitude Family Office, LLC64$4.31K0.00%−6−8.6%Reduced
Legacy Wealth Managment, LLC65$4.38K0.00%+65New
Belvedere Trading LLC67$4.51K0.00%+67New
Financial Management Professionals, Inc.70$4.71K0.00%+51+268.4%Added
Raffa Wealth Management, LLC71$4.78K0.00%00.0%Unchanged
ZRC Wealth Management, LLC72$4.85K0.00%+30+71.4%Added
High Note Wealth, LLC73$4.92K0.00%−9−11.0%Reduced
WPG Advisers, LLC74$4.98K0.00%+10+15.6%Added
Abound Wealth Management75$5.06K0.00%+2+2.7%Added
Kings Path Partners LLC80$5.39K0.00%00.0%Unchanged
Howard Hughes Medical Institute80$5.39K0.00%+1+1.3%Added
Thurston, Springer, Miller, Herd & Titak, Inc.87$5.86K0.00%+28+47.5%Added
SBI Securities Co., Ltd.89$5.99K0.00%+21+30.9%Added
Pin Oak Investment Advisors Inc83$6.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC95$6.40K0.00%+70+280.0%Added
IMG Wealth Management, Inc.98$6.60K0.00%+22+28.9%Added
Ankerstar Wealth, LLC99$6.67K0.01%+99New
Ares Financial Consulting, LLC99$6.67K0.01%+99New
Lavaca Capital LLC100$6.73K0.00%00.0%Unchanged
WealthCollab, LLC100$6.73K0.00%00.0%Unchanged
Avion Wealth109$7.00K0.00%+1+0.9%Added
Kilter Group LLC104$7.00K0.00%+27+35.1%Added
Strategic Wealth Partners, Ltd.110$7.41K0.00%00.0%Unchanged
Grove Bank & Trust112$7.54K0.00%00.0%Unchanged
Toth Financial Advisory Corp112$7.54K0.00%+2+1.8%Added
Mark Sheptoff Financial Planning, LLC118$7.95K0.00%00.0%Unchanged
Westfuller Advisors, LLC121$8.17K0.00%+121New
Harbor Investment Advisory, LLC125$8.42K0.00%+10+8.7%Added
MidFirst Bank125$8.42K0.00%+125New
Robbins Farley LLC125$8.42K0.00%00.0%Unchanged
MTM Investment Management, LLC126$8.48K0.00%00.0%Unchanged
UMA Financial Services, Inc.127$8.55K0.00%−58−31.4%Reduced
Concord Wealth Partners128$8.62K0.00%00.0%Unchanged
LRI Investments, LLC131$8.82K0.00%00.0%Unchanged
Kingdom Financial Group LLC.131$8.85K0.00%+131New
Capital Advisors, Ltd. LLC139$9.00K0.00%00.0%Unchanged
Garner Asset Management Corp140$9.43K0.00%+140New
CWM Advisors, LLC142$9.57K0.00%+142New
Albion Financial Group144$9.70K0.00%−2,500−94.6%Reduced
CBIZ Investment Advisory Services, LLC151$10.2K0.00%−63−29.4%Reduced
Midwest Capital Advisors, LLC155$10.4K0.00%00.0%Unchanged
Tucker Asset Management LLC162$10.9K0.00%+162New
Paladin Advisory Group, LLC164$11.0K0.01%00.0%Unchanged