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 |
|---|---|---|---|---|---|
| Oxler Private Wealth LLC | 4,705 | $316.8K | 0.09% | +43+0.9% | Added |
| Clear Harbor Asset Management, LLC | 4,720 | $317.8K | 0.02% | +1,800+61.6% | Added |
| Brown Brothers Harriman & Co | 4,751 | $319.9K | 0.00% | +2,358+98.5% | Added |
| MJP Associates Inc | 4,783 | $322.0K | 0.04% | −84−1.7% | Reduced |
| Leo Wealth, LLC | 4,810 | $323.8K | 0.02% | +4,810 | New |
| Coastal Bridge Advisors, LLC | 4,817 | $324.3K | 0.02% | −250−4.9% | Reduced |
| Mather Group, LLC. | 4,837 | $325.7K | 0.00% | −180−3.6% | Reduced |
| Nemes Rush Group LLC | 4,862 | $327.4K | 0.03% | +3,962+440.2% | Added |
| Nwam LLC | 4,695 | $328.8K | 0.02% | −2,481−34.6% | Reduced |
| Spinnaker Trust | 4,915 | $330.9K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,936 | $332.3K | 0.01% | +225+4.8% | Added |
| Baker Avenue Asset Management, LP | 4,992 | $336.1K | 0.01% | +1,129+29.2% | Added |
| J. Safra Sarasin Holding AG | 5,002 | $336.8K | 0.01% | −18,903−79.1% | Reduced |
| Qtron Investments LLC | 5,017 | $337.8K | 0.04% | +5,017 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,069 | $341.3K | 0.04% | +15+0.3% | Added |
| IHT Wealth Management, LLC | 5,109 | $344.0K | 0.01% | +99+2.0% | Added |
| Crestwood Advisors Group LLC | 5,165 | $347.8K | 0.01% | +5,165 | New |
| Money Concepts Capital Corp | 5,177 | $348.6K | 0.02% | +5,177 | New |
| CIBC World Markets Inc. | 5,195 | $349.8K | 0.00% | −955−15.5% | Reduced |
| Two Sigma Advisers, LP | 5,200 | $350.1K | 0.00% | +1,500+40.5% | Added |
| Tocqueville Asset Management L.P. | 5,219 | $351.4K | 0.01% | +2,019+63.1% | Added |
| FourThought Financial Partners, LLC | 5,246 | $353.2K | 0.03% | +5,246 | New |
| Golden State Equity Partners | 5,247 | $353.3K | 0.06% | −1,272−19.5% | Reduced |
| Turning Point Benefit Group, Inc. | 5,275 | $355.2K | 0.19% | +421+8.7% | Added |
| Gen-Wealth Partners Inc | 5,313 | $357.7K | 0.11% | −2,120−28.5% | Reduced |
| HBK Sorce Advisory LLC | 5,326 | $358.8K | 0.01% | −4−0.1% | Reduced |
| American State Bank (Iowa) | 5,436 | $366.0K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $366.3K | 0.17% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,443 | $366.5K | 0.05% | −8−0.1% | Reduced |
| Callan Family Office, LLC | 5,451 | $367.0K | 0.01% | +643+13.4% | Added |
| TCW Group Inc | 5,524 | $371.9K | 0.00% | +5,524 | New |
| Destination Wealth Management | 5,531 | $372.4K | 0.01% | +461+9.1% | Added |
| Daymark Wealth Partners, LLC | 5,538 | $372.9K | 0.01% | +410+8.0% | Added |
| Advisors Capital Management, LLC | 5,562 | $374.5K | 0.00% | +191+3.6% | Added |
| Balyasny Asset Management LLC | 5,615 | $378.1K | 0.00% | −935,114−99.4% | Reduced |
| Aptus Capital Advisors, LLC | 5,653 | $380.6K | 0.00% | −1,233−17.9% | Reduced |
| Polymer Capital Management (US) LLC | 5,687 | $382.9K | 0.05% | +629+12.4% | Added |
| Synergy Financial Management, LLC | 5,708 | $384.3K | 0.04% | −154,614−96.4% | Reduced |
| Advisor OS, LLC | 5,785 | $389.5K | 0.03% | +281+5.1% | Added |
| Continuum Advisory, LLC | 5,808 | $391.1K | 0.04% | −5,075−46.6% | Reduced |
| Tiaa Trust, National Association | 5,832 | $392.8K | 0.00% | −581−9.1% | Reduced |
| Meeder Advisory Services, Inc. | 5,842 | $393.3K | 0.02% | −16−0.3% | Reduced |
| Kelly Financial Group LLC | 5,853 | $394.1K | 0.10% | +44+0.8% | Added |
| Verity & Verity, LLC | 5,855 | $394.2K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,860 | $394.6K | 0.00% | +705+13.7% | Added |
| Parcion Private Wealth LLC | 5,878 | $395.8K | 0.02% | −535−8.3% | Reduced |
| Impact Partnership Wealth, LLC | 5,880 | $395.9K | 0.05% | +5,880 | New |
| Fiduciary Financial Group, LLC | 5,904 | $397.5K | 0.06% | +119+2.1% | Added |
| Washington Trust Co | 5,985 | $403.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,003 | $404.0K | 0.00% | −952−13.7% | Reduced |
| Welch Group, LLC | 6,023 | $405.5K | 0.02% | +87+1.5% | Added |
| McIlrath & Eck, LLC | 6,077 | $409.2K | 0.04% | −345−5.4% | Reduced |
| Atomi Financial Group, Inc. | 6,081 | $409.4K | 0.01% | −49−0.8% | Reduced |
| Federated Hermes, Inc. | 6,086 | $409.8K | 0.00% | +2,536+71.4% | Added |
| Savior LLC | 6,150 | $414.1K | 1.50% | 00.0% | Unchanged |
| Rockland Trust Co | 6,168 | $415.3K | 0.02% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 6,222 | $418.9K | 0.02% | +6,222 | New |
| Everence Capital Management Inc | 6,247 | $421.0K | 0.02% | 00.0% | Unchanged |
| Odyssean, LLC | 6,256 | $421.2K | 0.30% | +6,256 | New |
| Welch & Forbes LLC | 6,298 | $424.0K | 0.01% | −130−2.0% | Reduced |
| Alchemi Wealth, LLC | 6,337 | $426.7K | 0.23% | +6,337 | New |
| Old North State Wealth Management, LLC | 6,412 | $432.2K | 0.20% | −463−6.7% | Reduced |
| Seeds Investor LLC | 6,524 | $439.3K | 0.08% | +37+0.6% | Added |
| Krilogy Financial LLC | 6,248 | $439.4K | 0.01% | −1,511−19.5% | Reduced |
| Interchange Capital Partners, LLC | 6,542 | $440.5K | 0.08% | +6,542 | New |
| Kera Capital Partners, Inc. | 6,389 | $441.6K | 0.05% | +2,615+69.3% | Added |
| Modera Wealth Management, LLC | 6,625 | $446.0K | 0.01% | +613+10.2% | Added |
| Anchor Capital Advisors LLC | 6,664 | $448.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,668 | $448.9K | 0.02% | −1,876−22.0% | Reduced |
| Sachetta, LLC | 6,720 | $452.4K | 0.25% | −44−0.7% | Reduced |
| Wealthspire Advisors, LLC | 6,723 | $452.7K | 0.00% | +2,626+64.1% | Added |
| Holderness Investments Co | 6,727 | $452.9K | 0.09% | +1,083+19.2% | Added |
| Maridea Wealth Management LLC | 6,729 | $453.1K | 0.07% | −2,561−27.6% | Reduced |
| Avidian Wealth Solutions, LLC | 6,733 | $453.3K | 0.02% | +135+2.0% | Added |
| Cutler Capital Management, LLC | 6,747 | $454.3K | 0.14% | −2,000−22.9% | Reduced |
| We Are One Seven, LLC | 6,814 | $458.8K | 0.01% | +276+4.2% | Added |
| Tema ETFs LLC | 6,908 | $465.1K | 0.04% | −20−0.3% | Reduced |
| Perigon Wealth Management, LLC | 6,920 | $465.9K | 0.01% | +1,079+18.5% | Added |
| Walleye Capital LLC | 6,994 | $470.9K | 0.00% | +5,339+322.6% | Added |
| Brown Advisory Inc | 7,039 | $473.9K | 0.00% | −366−4.9% | Reduced |
| Leslie Global Wealth, LLC | 7,074 | $476.3K | 0.21% | +1,226+21.0% | Added |
| Sentinel Pension Advisors Inc | 7,088 | $477.2K | 0.07% | +7,088 | New |
| Capula Management Ltd | 7,112 | $478.9K | 0.00% | +2,005+39.3% | Added |
| BKD Wealth Advisors, LLC | 7,243 | $487.7K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,261 | $488.9K | 0.01% | +396+5.8% | Added |
| Tower Research Capital LLC (TRC) | 7,339 | $494.1K | 0.01% | +763+11.6% | Added |
| Prosperity Wealth Management, Inc. | 7,379 | $496.9K | 0.17% | +18+0.2% | Added |
| Mirabella Financial Services LLP | 7,383 | $497.1K | 0.05% | +7,383 | New |
| Contravisory Investment Management, Inc. | 7,433 | $500.5K | 0.10% | −355−4.6% | Reduced |
| Drucker Wealth 3.0, LLC | 7,449 | $501.5K | 0.09% | −585−7.3% | Reduced |
| Silver Oak Securities, Inc | 7,455 | $503.6K | 0.03% | +7,455 | New |
| NewEdge Wealth, LLC | 7,485 | $503.9K | 0.01% | +7,485 | New |
| Valley Brook Capital Group | 7,528 | $506.9K | 0.34% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 7,575 | $507.9K | 0.01% | +1,553+25.8% | Added |
| Pensionmark Financial Group, LLC | 7,564 | $509.3K | 0.01% | +3,407+82.0% | Added |
| RSM US Wealth Management LLC | 7,488 | $511.2K | 0.01% | +962+14.7% | Added |
| Bahl & Gaynor Inc | 7,626 | $513.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 7,642 | $513.5K | 0.02% | +7,642 | New |
| Prime Capital Investment Advisors, LLC | 7,656 | $515.4K | 0.01% | −768−9.1% | Reduced |
| Fiduciary Trust Co | 7,665 | $516.1K | 0.01% | −703−8.4% | Reduced |