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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 900 | $60.6K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 900 | $60.6K | 0.04% | +900 | New |
| CoreFirst Bank & Trust | 907 | $61.1K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 916 | $61.7K | 0.00% | +51+5.9% | Added |
| Sentry Investment Management LLC | 935 | $63.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 950 | $64.0K | 0.01% | +400+72.7% | Added |
| Bogart Wealth, LLC | 969 | $65.2K | 0.00% | +34+3.6% | Added |
| Bullock Wealth Management Group | 983 | $66.2K | 0.03% | +11+1.1% | Added |
| Board of the Pension Protection Fund | 1,000 | $67.3K | 0.06% | +1,000 | New |
| Onefund, LLC | 1,009 | $67.9K | 0.04% | +66+7.0% | Added |
| Cromwell Holdings LLC | 1,042 | $70.2K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,080 | $72.7K | 0.05% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,100 | $74.1K | 0.00% | +1,100 | New |
| Whittier Trust Co of Nevada Inc | 1,119 | $75.4K | 0.00% | +1,054+1,621.5% | Added |
| Washington Trust Advisors, Inc. | 1,129 | $76.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,129 | $76.0K | 0.00% | +832+280.1% | Added |
| Quent Capital, LLC | 1,176 | $79.2K | 0.01% | −48−3.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,226 | $82.6K | 0.02% | +1+0.1% | Added |
| True Wealth Design, LLC | 1,245 | $83.8K | 0.02% | +139+12.6% | Added |
| Ronald Blue Trust, Inc. | 1,251 | $84.2K | 0.00% | −1,536−55.1% | Reduced |
| Ransom Advisory, Ltd | 1,253 | $84.4K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,249 | $85.0K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,296 | $87.3K | 0.01% | +450+53.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $88.3K | 0.01% | −23−1.7% | Reduced |
| GoalVest Advisory LLC | 1,347 | $90.7K | 0.02% | +366+37.3% | Added |
| Ameriflex Group, Inc. | 1,352 | $91.0K | 0.05% | −720−34.7% | Reduced |
| TD Private Client Wealth LLC | 1,405 | $94.6K | 0.00% | −98−6.5% | Reduced |
| Flagship Wealth Advisors, LLC | 1,441 | $97.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,455 | $98.0K | 0.00% | −455−23.8% | Reduced |
| CVA Family Office, LLC | 1,458 | $98.2K | 0.01% | −325−18.2% | Reduced |
| Ossiam | 1,461 | $98.4K | 0.00% | −145−9.0% | Reduced |
| Crews Bank & Trust | 1,482 | $99.8K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,506 | $101.4K | 0.10% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,554 | $104.6K | 0.01% | −512−24.8% | Reduced |
| Center for Financial Planning, Inc. | 1,648 | $111.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,653 | $111.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,673 | $113.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,705 | $114.8K | 0.00% | +4+0.2% | Added |
| Clearstead Advisors, LLC | 1,772 | $119.3K | 0.00% | −654−27.0% | Reduced |
| Cornerstone Planning Group LLC | 1,742 | $121.8K | 0.02% | −7−0.4% | Reduced |
| Umb Bank N A | 1,829 | $123.1K | 0.00% | +345+23.2% | Added |
| USA Financial Portformulas Corp | 1,832 | $123.3K | 0.02% | +1,832 | New |
| Hughes Financial Services, LLC | 1,837 | $123.7K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,997 | $134.4K | 0.01% | +52+2.7% | Added |
| CoreCap Advisors, LLC | 2,025 | $136.3K | 0.00% | −134−6.2% | Reduced |
| Cape Investment Advisory, Inc. | 2,045 | $137.7K | 0.04% | +224+12.3% | Added |
| Centaurus Financial, Inc. | 2,068 | $139.0K | 0.01% | −1,984−49.0% | Reduced |
| Medallion Wealth Advisors, LLC | 2,127 | $143.2K | 0.05% | −258−10.8% | Reduced |
| Basecamp Wealth Advisors LLC | 2,185 | $147.1K | 0.03% | +2,185 | New |
| Essential Partners LLC | 2,230 | $150.1K | 0.05% | −894−28.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,316 | $155.9K | 0.04% | −350−13.1% | Reduced |
| NBC Securities, Inc. | 2,360 | $158.9K | 0.01% | −2−0.1% | Reduced |
| Private Wealth Asset Management, LLC | 2,458 | $165.5K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,462 | $165.8K | 0.05% | +2,462 | New |
| Manchester Capital Management LLC | 2,480 | $167.0K | 0.02% | +1,312+112.3% | Added |
| NBT Bank N A | 2,600 | $175.1K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $175.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,645 | $178.7K | 0.01% | +318+13.7% | Added |
| Richardson Financial Services Inc. | 2,662 | $179.2K | 0.11% | +640+31.7% | Added |
| Parkside Financial Bank & Trust | 2,703 | $182.0K | 0.01% | +393+17.0% | Added |
| Trust Co of Vermont | 2,729 | $183.7K | 0.01% | +3+0.1% | Added |
| Whittier Trust Co | 2,750 | $185.4K | 0.00% | −935−25.4% | Reduced |
| Private Trust Co NA | 2,760 | $185.8K | 0.02% | +309+12.6% | Added |
| Hantz Financial Services, Inc. | 2,957 | $199.0K | 0.00% | +1,563+112.1% | Added |
| Gateway Investment Advisers LLC | 2,999 | $201.9K | 0.00% | +2,999 | New |
| Hardman Johnston Global Advisors LLC | 3,000 | $202.0K | 0.01% | 00.0% | Unchanged |
| U S Global Investors Inc | 3,000 | $202.0K | 0.02% | +3,000 | New |
| Means Investment Co., Inc. | 3,010 | $202.7K | 0.02% | +21+0.7% | Added |
| Econ Financial Services Corp | 3,029 | $204.0K | 0.10% | +33+1.1% | Added |
| Alliance Wealth Advisors, LLC | 3,032 | $204.1K | 0.10% | +67+2.3% | Added |
| Monument Capital Management | 3,033 | $204.2K | 0.05% | +3,033 | New |
| Investment Advisory Group, LLC | 3,046 | $205.1K | 0.05% | −334−9.9% | Reduced |
| Fiduciary Alliance LLC | 3,064 | $206.3K | 0.01% | −50−1.6% | Reduced |
| Midwest Trust Co | 3,079 | $207.3K | 0.00% | −14−0.5% | Reduced |
| CFS Investment Advisory Services, LLC | 3,084 | $207.6K | 0.02% | −8−0.3% | Reduced |
| MAI Capital Management | 3,084 | $207.6K | 0.00% | −236−7.1% | Reduced |
| Cascade Financial Partners, LLC | 3,099 | $208.7K | 0.02% | +3,099 | New |
| ORG Partners LLC | 3,109 | $209.2K | 0.04% | +87+2.9% | Added |
| Resonant Capital Advisors, LLC | 3,153 | $212.3K | 0.01% | −265−7.8% | Reduced |
| FC Advisory LLC | 3,153 | $212.3K | 0.06% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 3,161 | $212.8K | 0.12% | +3,161 | New |
| PCM Encore, LLC | 3,170 | $213.4K | 0.05% | +3,170 | New |
| Redhawk Wealth Advisors, Inc. | 3,198 | $215.3K | 0.02% | −73−2.2% | Reduced |
| Diversified Enterprises, LLC | 3,224 | $217.1K | 0.01% | +3,224 | New |
| Cary Street Partners Financial LLC | 3,225 | $217.1K | 0.01% | −12−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 3,234 | $217.7K | 0.01% | +3,234 | New |
| Clarius Group, LLC | 3,235 | $217.8K | 0.01% | +3+0.1% | Added |
| Ancora Advisors, LLC | 3,257 | $219.3K | 0.00% | +963+42.0% | Added |
| Patton Fund Management, Inc. | 3,284 | $221.1K | 0.03% | −522−13.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,290 | $221.8K | 0.02% | +3,290 | New |
| Procyon Private Wealth Partners, LLC | 3,325 | $223.9K | 0.01% | +3,325 | New |
| Cidel Asset Management Inc | 3,327 | $224.0K | 0.02% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,329 | $224.1K | 0.03% | −14−0.4% | Reduced |
| Bryn Mawr Trust Co | 3,329 | $224.1K | 0.01% | −19−0.6% | Reduced |
| Sepio Capital, LP | 3,333 | $224.4K | 0.01% | +3,333 | New |
| Cbre Clarion Securities LLC | 3,337 | $224.7K | 0.00% | −1,494−30.9% | Reduced |
| Frank, Rimerman Advisors LLC | 3,345 | $225.2K | 0.01% | −95−2.8% | Reduced |
| CX Institutional | 3,361 | $226.0K | 0.01% | +433+14.8% | Added |
| First Growth Capital LLC | 3,220 | $226.1K | 0.20% | +3,220 | New |
| Prelude Capital Management, LLC | 3,373 | $227.1K | 0.02% | +3,373 | New |