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 |
|---|---|---|---|---|---|
| QTR Family Wealth, LLC | 3,298 | $228.6K | 0.10% | +223+7.3% | Added |
| IFP Advisors, Inc | 3,428 | $230.8K | 0.01% | +336+10.9% | Added |
| Foundations Investment Advisors, LLC | 3,447 | $232.1K | 0.00% | +231+7.2% | Added |
| Pine Haven Investment Counsel, Inc | 3,451 | $232.4K | 0.17% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $232.4K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,458 | $232.8K | 0.01% | +185+5.7% | Added |
| Harbour Investments, Inc. | 3,466 | $233.4K | 0.00% | +3,012+663.4% | Added |
| Ameritas Investment Partners, Inc. | 3,468 | $233.5K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,477 | $234.1K | 0.02% | +3,477 | New |
| Versant Capital Management, Inc | 3,491 | $235.0K | 0.03% | +539+18.3% | Added |
| Premier Path Wealth Partners, LLC | 3,495 | $235.3K | 0.03% | +3,495 | New |
| Axxcess Wealth Management, LLC | 3,496 | $235.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,505 | $236.0K | 0.05% | +96+2.8% | Added |
| Polaris Investment Advisors, LLC | 3,516 | $236.7K | 0.17% | +3,516 | New |
| Cadence Wealth Management LLC | 3,522 | $237.1K | 0.11% | +10.0% | Added |
| Sterling Investment Counsel, LLC | 4,150 | $238.3K | 0.07% | +4,150 | New |
| PDS Planning, Inc | 3,547 | $238.8K | 0.02% | −53−1.5% | Reduced |
| FIL Ltd | 3,551 | $239.1K | 0.00% | +601+20.4% | Added |
| Rothschild Investment LLC | 3,557 | $239.5K | 0.01% | −104−2.8% | Reduced |
| Cigna Investments Inc | 3,567 | $240.0K | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 3,585 | $242.2K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,609 | $243.0K | 0.09% | +3,609 | New |
| Berkshire Bank | 3,610 | $243.1K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,646 | $245.5K | 0.02% | +32+0.9% | Added |
| Azimuth Capital Investment Management LLC | 3,657 | $246.2K | 0.01% | +500+15.8% | Added |
| Central Trust Co | 3,671 | $247.2K | 0.00% | +2+0.1% | Added |
| Thomasville National Bank | 3,711 | $249.9K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,723 | $250.7K | 0.02% | +24+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,771 | $253.9K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,783 | $254.7K | 0.03% | +61+1.6% | Added |
| Atlantic Union Bankshares Corp | 3,788 | $255.1K | 0.00% | −175−4.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,813 | $256.7K | 0.01% | −117−3.0% | Reduced |
| Red Door Wealth Management, LLC | 3,820 | $257.2K | 0.03% | −5−0.1% | Reduced |
| Horizon Investment Services, LLC | 3,829 | $257.9K | 0.09% | +257+7.2% | Added |
| Mindset Wealth Management, LLC | 3,836 | $258.3K | 0.07% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,707 | $258.3K | 0.02% | +851+29.8% | Added |
| Flputnam Investment Management Co | 3,845 | $258.9K | 0.00% | +300+8.5% | Added |
| Cozad Asset Management Inc | 3,864 | $260.2K | 0.02% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,866 | $260.3K | 0.00% | +376+10.8% | Added |
| Blue Fin Capital, Inc. | 3,869 | $260.5K | 0.04% | −261−6.3% | Reduced |
| Meeder Asset Management Inc | 3,870 | $260.6K | 0.01% | +3,687+2,014.8% | Added |
| Parallel Advisors, LLC | 3,870 | $260.6K | 0.00% | +234+6.4% | Added |
| Tompkins Financial Corp | 3,875 | $260.9K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,904 | $262.9K | 0.00% | −3,855−49.7% | Reduced |
| Quantbot Technologies LP | 3,931 | $264.7K | 0.01% | −61,350−94.0% | Reduced |
| Groupama Asset Managment | 3,933 | $264.8K | 0.00% | −411−9.5% | Reduced |
| Melfa Wealth Management, LLC | 3,941 | $265.3K | 0.15% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,941 | $265.4K | 0.02% | +3,941 | New |
| Envestnet Portfolio Solutions, Inc. | 3,975 | $267.6K | 0.00% | +3,975 | New |
| Fortis Group Advisors, LLC | 3,891 | $269.0K | 0.05% | 00.0% | Unchanged |
| Viking Fund Management LLC | 4,000 | $269.3K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,015 | $270.3K | 0.01% | +4,015 | New |
| Charter Trust Co | 4,025 | $271.0K | 0.02% | −300−6.9% | Reduced |
| Alta Wealth Advisors LLC | 4,031 | $271.4K | 0.09% | +4,031 | New |
| Alan B. Lancz & Associates, Inc. | 4,033 | $271.5K | 0.24% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,036 | $271.7K | 0.08% | −2,805−41.0% | Reduced |
| Aprio Wealth Management, LLC | 4,042 | $272.2K | 0.02% | +4,042 | New |
| Simplicity Wealth,LLC | 4,048 | $272.5K | 0.02% | −92−2.2% | Reduced |
| Davenport & Co LLC | 4,048 | $272.6K | 0.00% | +615+17.9% | Added |
| Trueblood Wealth Management, LLC | 4,060 | $273.3K | 0.11% | −406−9.1% | Reduced |
| Sigma Planning Corp | 4,075 | $274.3K | 0.01% | +282+7.4% | Added |
| Beirne Wealth Consulting Services, LLC | 4,102 | $276.2K | 0.08% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,104 | $276.3K | 0.03% | +404+10.9% | Added |
| Kingsview Wealth Management, LLC | 4,108 | $276.6K | 0.00% | +74+1.8% | Added |
| HighPoint Advisor Group LLC | 4,147 | $279.2K | 0.01% | −40−1.0% | Reduced |
| Kraematon Investment Advisors, Inc | 4,160 | $280.1K | 0.22% | +1,071+34.7% | Added |
| Evoke Wealth, LLC | 4,161 | $280.2K | 0.01% | +394+10.5% | Added |
| GTS Securities LLC | 4,167 | $280.6K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 4,189 | $282.1K | 0.01% | −103−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,198 | $282.7K | 0.01% | +190+4.7% | Added |
| Clifford Swan Investment Counsel LLC | 4,250 | $286.2K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 4,265 | $287.2K | 0.02% | −1,202−22.0% | Reduced |
| Martingale Asset Management L P | 4,269 | $287.4K | 0.01% | +19+0.4% | Added |
| Stablepoint Partners, LLC | 4,274 | $287.8K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,289 | $288.8K | 0.06% | −354−7.6% | Reduced |
| Larson Financial Group LLC | 4,300 | $289.5K | 0.01% | +2,596+152.3% | Added |
| NorthRock Partners, LLC | 4,319 | $290.8K | 0.00% | −7,242−62.6% | Reduced |
| Prospera Financial Services Inc | 4,348 | $293.0K | 0.00% | +1,020+30.6% | Added |
| Impact Capital Partners LLC | 4,351 | $293.0K | 0.09% | +28+0.6% | Added |
| Venturi Wealth Management, LLC | 4,406 | $296.7K | 0.01% | +644+17.1% | Added |
| Armistice Capital, LLC | 4,445 | $299.3K | 0.01% | +4,445 | New |
| Apella Capital, LLC | 4,450 | $299.6K | 0.01% | +84+1.9% | Added |
| Miracle Mile Advisors, LLC | 4,454 | $299.9K | 0.00% | +90+2.1% | Added |
| Mach-1 Financial Group, Inc. | 4,460 | $300.3K | 0.06% | +4,460 | New |
| Stratos Wealth Partners, LTD. | 4,472 | $301.1K | 0.00% | −36−0.8% | Reduced |
| Formidable Asset Management, LLC | 4,252 | $302.5K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,496 | $302.7K | 0.01% | −95−2.1% | Reduced |
| SC&H Financial Advisors, Inc. | 4,515 | $304.0K | 0.05% | +20.0% | Added |
| Shore Point Advisors, LLC | 4,542 | $305.9K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,539 | $306.0K | 0.01% | +571+14.4% | Added |
| TCG Advisory Services, LLC | 4,572 | $307.8K | 0.01% | +754+19.7% | Added |
| Aegis Wealth Management LLC | 4,578 | $308.2K | 0.17% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,585 | $308.7K | 0.19% | +322+7.6% | Added |
| International Private Wealth Advisors LLC | 4,592 | $309.2K | 0.19% | +124+2.8% | Added |
| Sagespring Wealth Partners, LLC | 4,592 | $309.2K | 0.01% | +424+10.2% | Added |
| Retirement Planning Co of New England, Inc. | 4,596 | $309.4K | 0.12% | +214+4.9% | Added |
| EverSource Wealth Advisors, LLC | 4,601 | $309.8K | 0.01% | −833−15.3% | Reduced |
| Citizens Financial Group Inc | 4,611 | $310.4K | 0.00% | −53−1.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 4,616 | $310.8K | 0.00% | +4,616 | New |
| Grimes & Company, Inc. | 4,635 | $312.1K | 0.01% | −125−2.6% | Reduced |