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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 7,680 | $517.1K | 0.02% | −8,455−52.4% | Reduced |
| Chatham Capital Group, Inc. | 7,681 | $517.2K | 0.07% | −300−3.8% | Reduced |
| KCM Investment Advisors LLC | 7,746 | $521.5K | 0.02% | +1,388+21.8% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 7,774 | $523.4K | 0.29% | −435−5.3% | Reduced |
| Connecticut Wealth Management, LLC | 7,816 | $526.3K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 7,896 | $531.6K | 0.04% | −1,343−14.5% | Reduced |
| Abacus Wealth Partners, LLC | 7,906 | $532.3K | 0.05% | +7,906 | New |
| Huntington National Bank | 8,085 | $544.4K | 0.00% | +771+10.5% | Added |
| Keybank National Association | 8,090 | $544.7K | 0.00% | −340−4.0% | Reduced |
| Allworth Financial LP | 8,105 | $545.7K | 0.00% | −4,642−36.4% | Reduced |
| Baker Ellis Asset Management LLC | 8,107 | $545.8K | 0.07% | −150−1.8% | Reduced |
| Glenview Trust Co | 8,120 | $546.7K | 0.01% | +481+6.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,285 | $557.8K | 0.02% | +342+4.3% | Added |
| Valmark Advisers, Inc. | 8,375 | $563.9K | 0.01% | −286−3.3% | Reduced |
| Belpointe Asset Management LLC | 8,454 | $569.2K | 0.02% | +1,125+15.3% | Added |
| Ameritas Advisory Services, LLC | 8,477 | $570.8K | 0.02% | +8,370+7,822.4% | Added |
| Vista Investment Partners LLC | 8,485 | $571.3K | 0.15% | −16−0.2% | Reduced |
| Inscription Capital, LLC | 8,504 | $572.6K | 0.06% | +285+3.5% | Added |
| Hills Bank & Trust Co | 8,564 | $576.6K | 0.03% | +1,074+14.3% | Added |
| Canada Post Corp Registered Pension Plan | 8,580 | $577.7K | 0.02% | +1,970+29.8% | Added |
| Occudo Quantitative Strategies LP | 8,646 | $582.1K | 0.04% | −2,300−21.0% | Reduced |
| Ellevest, Inc. | 8,672 | $583.9K | 0.08% | −751−8.0% | Reduced |
| Finer Wealth Management, Inc. | 8,689 | $585.1K | 0.28% | 00.0% | Unchanged |
| Greenleaf Trust | 8,795 | $592.2K | 0.01% | +624+7.6% | Added |
| Regions Financial Corp | 8,808 | $593.0K | 0.00% | −1,060−10.7% | Reduced |
| Oppenheimer & Co Inc | 8,810 | $593.2K | 0.01% | +1,514+20.8% | Added |
| Evergreen Capital Management LLC | 8,813 | $593.4K | 0.01% | −284−3.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,829 | $594.5K | 0.01% | −15,107−63.1% | Reduced |
| Armstrong Advisory Group, Inc | 8,836 | $594.9K | 0.04% | +17+0.2% | Added |
| Centennial Wealth Advisory LLC | 8,893 | $598.9K | 0.16% | +313+3.6% | Added |
| STRS Ohio | 8,897 | $599.0K | 0.00% | +112+1.3% | Added |
| New England Capital Financial Advisors LLC | 8,914 | $600.2K | 0.23% | +25+0.3% | Added |
| Huber Capital Management LLC | 8,916 | $600.3K | 0.09% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,949 | $601.3K | 0.06% | −133−1.5% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $606.0K | 0.07% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 9,005 | $606.3K | 0.01% | −12−0.1% | Reduced |
| Voleon Capital Management LP | 9,029 | $607.9K | 0.01% | −23,382−72.1% | Reduced |
| Live Oak Private Wealth LLC | 9,148 | $615.9K | 0.08% | 00.0% | Unchanged |
| Finivi Inc. | 9,205 | $619.7K | 0.36% | −4,197−31.3% | Reduced |
| Barr E S & Co | 9,208 | $620.0K | 0.03% | +9,208 | New |
| Tableaux LLC | 9,218 | $620.6K | 0.45% | −9,218−50.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,242 | $622.3K | 0.01% | +9,242 | New |
| Heritage Financial Services, LLC | 9,260 | $623.5K | 0.05% | −181−1.9% | Reduced |
| MONECO Advisors, LLC | 9,266 | $623.9K | 0.05% | +1,531+19.8% | Added |
| V-Square Quantitative Management LLC | 9,296 | $625.9K | 0.07% | −1,281−12.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,385 | $631.9K | 0.00% | +2,399+34.3% | Added |
| First Manhattan Co | 9,396 | $632.6K | 0.00% | +14+0.1% | Added |
| Beacon Pointe Advisors, LLC | 9,399 | $632.9K | 0.00% | +1,398+17.5% | Added |
| Diversified Trust Co | 9,411 | $633.6K | 0.01% | +9,411 | New |
| AlphaStar Capital Management, LLC | 9,610 | $647.1K | 0.05% | +499+5.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,668 | $650.9K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,680 | $651.8K | 0.09% | −420−4.2% | Reduced |
| Brinker Capital Investments, LLC | 9,716 | $654.2K | 0.00% | +633+7.0% | Added |
| J.W. Cole Advisors, Inc. | 12,439 | $654.9K | 0.02% | −304−2.4% | Reduced |
| Advisory Services Network, LLC | 9,728 | $655.0K | 0.01% | −3,540−26.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,860 | $663.9K | 0.08% | +18+0.2% | Added |
| ORG Wealth Partners, LLC | 9,876 | $664.9K | 0.16% | −533−5.1% | Reduced |
| Sound Financial Strategies Group, LLC | 9,900 | $666.6K | 0.47% | −1,067−9.7% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $669.0K | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,999 | $673.2K | 0.00% | −31,376−75.8% | Reduced |
| Oak Thistle LLC | 10,067 | $677.8K | 0.09% | +10,067 | New |
| MUFG Securities Americas Inc. | 10,108 | $680.6K | 0.04% | +100+1.0% | Added |
| AlphaCore Capital LLC | 10,168 | $684.6K | 0.02% | +2,562+33.7% | Added |
| Securian Asset Management, Inc | 10,187 | $685.9K | 0.03% | −7,707−43.1% | Reduced |
| Csenge Advisory Group | 10,351 | $696.9K | 0.03% | +1,407+15.7% | Added |
| Independent Advisor Alliance | 10,366 | $698.0K | 0.02% | −353−3.3% | Reduced |
| Chicago Partners Investment Group LLC | 10,080 | $701.4K | 0.02% | +1,017+11.2% | Added |
| Paradigm Financial Partners, LLC | 10,526 | $708.7K | 0.07% | +732+7.5% | Added |
| Vident Advisory, LLC | 10,592 | $713.2K | 0.01% | −852−7.4% | Reduced |
| Coldstream Capital Management Inc | 10,668 | $718.2K | 0.01% | −7,565−41.5% | Reduced |
| SlateStone Wealth, LLC | 10,781 | $726.0K | 0.06% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 10,871 | $731.9K | 0.01% | +83+0.8% | Added |
| Panagora Asset Management Inc | 10,937 | $736.4K | 0.00% | +4,285+64.4% | Added |
| QRG Capital Management, Inc. | 10,941 | $736.7K | 0.01% | +1,732+18.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,953 | $737.5K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10,983 | $739.0K | 0.23% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,007 | $741.1K | 0.00% | +1,436+15.0% | Added |
| Buckingham Strategic Partners | 11,059 | $744.6K | 0.01% | −2,863−20.6% | Reduced |
| Rockefeller Capital Management L.P. | 11,101 | $747.5K | 0.00% | +1,458+15.1% | Added |
| Redwood Investment Management, LLC | 11,110 | $748.0K | 0.08% | −9,263−45.5% | Reduced |
| Accurate Wealth Management, LLC | 11,226 | $761.0K | 0.10% | +1,868+20.0% | Added |
| Vise Technologies, Inc. | 11,413 | $768.5K | 0.02% | +1,478+14.9% | Added |
| Prosperity Consulting Group, LLC | 11,470 | $772.3K | 0.03% | +413+3.7% | Added |
| Navellier & Associates Inc | 11,545 | $777.3K | 0.09% | −2,594−18.3% | Reduced |
| Signaturefd, LLC | 11,607 | $781.5K | 0.01% | +953+8.9% | Added |
| Apollon Wealth Management, LLC | 11,690 | $787.1K | 0.01% | +1,974+20.3% | Added |
| Flagship Harbor Advisors, LLC | 11,737 | $790.3K | 0.04% | −1,392−10.6% | Reduced |
| Resources Investment Advisors, LLC. | 11,765 | $792.1K | 0.01% | −52−0.4% | Reduced |
| Abel Hall, LLC | 11,787 | $793.6K | 0.19% | +3,371+40.1% | Added |
| SRS Capital Advisors, Inc. | 11,830 | $796.5K | 0.02% | −25,794−68.6% | Reduced |
| Boston Common Asset Management, LLC | 11,834 | $796.8K | 0.05% | −90,088−88.4% | Reduced |
| Quadrant Capital Group LLC | 11,970 | $805.9K | 0.02% | −4,830−28.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,988 | $807.2K | 0.01% | +160+1.4% | Added |
| Empirical Finance, LLC | 12,053 | $811.5K | 0.04% | −503−4.0% | Reduced |
| GAMMA Investing LLC | 12,086 | $813.8K | 0.04% | +201+1.7% | Added |
| Creative Financial Designs Inc | 12,137 | $817.2K | 0.05% | +1,579+15.0% | Added |
| Omers Administration Corp | 12,143 | $817.6K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 12,496 | $841.4K | 0.36% | +12,496 | New |
| Dai-Ichi Life Insurance Company, Ltd | 12,532 | $843.8K | 0.02% | −5,000−28.5% | Reduced |