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 |
|---|---|---|---|---|---|
| Green Square Capital Advisors LLC | 25,212 | $1.70M | 0.18% | −4,458−15.0% | Reduced |
| Metis Global Partners, LLC | 25,258 | $1.70M | 0.04% | +1,638+6.9% | Added |
| Stratos Wealth Advisors, LLC | 25,439 | $1.71M | 0.08% | +39+0.2% | Added |
| Sequoia Financial Advisors, LLC | 25,449 | $1.71M | 0.01% | +4,625+22.2% | Added |
| Argent Advisors, Inc. | 25,460 | $1.71M | 0.48% | +647+2.6% | Added |
| Clarkston Capital Partners, LLC | 25,580 | $1.72M | 0.04% | +580+2.3% | Added |
| Blair William & Co | 25,855 | $1.74M | 0.00% | −6,189−19.3% | Reduced |
| Stonebridge Financial Group, LLC | 26,069 | $1.76M | 0.15% | +873+3.5% | Added |
| Central Valley Advisors, LLC | 26,196 | $1.76M | 0.53% | +1,760+7.2% | Added |
| Arvest Investments, Inc. | 26,383 | $1.78M | 0.25% | −2,000−7.0% | Reduced |
| Dynamic Advisor Solutions LLC | 26,479 | $1.78M | 0.06% | −471−1.7% | Reduced |
| Magnetar Financial LLC | 26,480 | $1.78M | 0.02% | +26,480 | New |
| Sterling Capital Management LLC | 26,711 | $1.80M | 0.03% | −695−2.5% | Reduced |
| Mizuho Securities USA LLC | 27,319 | $1.84M | 0.03% | +289+1.1% | Added |
| Truist Financial Corp | 27,553 | $1.86M | 0.00% | −8,312−23.2% | Reduced |
| Mondrian Investment Partners LTD | 27,576 | $1.86M | 0.03% | +603+2.2% | Added |
| Allstate Corp | 27,646 | $1.86M | 0.03% | +14,234+106.1% | Added |
| D.A. Davidson & Co. | 27,893 | $1.88M | 0.01% | +764+2.8% | Added |
| Kinneret Advisory, LLC | 28,058 | $1.89M | 0.16% | −768−2.7% | Reduced |
| Great Valley Advisor Group, Inc. | 28,146 | $1.89M | 0.04% | +1,974+7.5% | Added |
| TD Waterhouse Canada Inc. | 28,176 | $1.90M | 0.01% | +140+0.5% | Added |
| SHP Wealth Management | 28,478 | $1.92M | 0.15% | +28,478 | New |
| Teachers Retirement System of the State of Kentucky | 28,728 | $1.93M | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 28,972 | $1.95M | 0.01% | −3,450−10.6% | Reduced |
| Norinchukin Bank, The | 29,169 | $1.96M | 0.02% | +2,887+11.0% | Added |
| Pacer Advisors, Inc. | 29,243 | $1.97M | 0.01% | −5,766−16.5% | Reduced |
| iA Global Asset Management Inc. | 29,384 | $1.98M | 0.03% | +29,384 | New |
| Edmp, Inc. | 29,567 | $1.99M | 1.64% | −4,127−12.2% | Reduced |
| Private Advisor Group, LLC | 29,588 | $1.99M | 0.01% | +631+2.2% | Added |
| Summit Trail Advisors, LLC | 29,883 | $2.01M | 0.03% | −1,586−5.0% | Reduced |
| CAPROCK Group, Inc. | 30,211 | $2.03M | 0.04% | +8,966+42.2% | Added |
| DC Investments Management, LLC | 30,471 | $2.05M | 0.91% | 00.0% | Unchanged |
| Ascent Group, LLC | 30,587 | $2.06M | 0.07% | +2,222+7.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,226 | $2.10M | 0.01% | −629−2.0% | Reduced |
| Havemeyer Place LP | 31,668 | $2.13M | 0.42% | +31,668 | New |
| La Banque Postale Asset Management SA | 32,362 | $2.18M | 0.03% | −1,637−4.8% | Reduced |
| St Germain D J Co Inc | 32,404 | $2.18M | 0.08% | −3,364−9.4% | Reduced |
| Neville Rodie & Shaw Inc | 32,608 | $2.20M | 0.16% | −892−2.7% | Reduced |
| Acadian Asset Management LLC | 33,303 | $2.24M | 0.00% | +12,226+58.0% | Added |
| Northcape Wealth Management, LLC | 33,703 | $2.27M | 0.64% | +271+0.8% | Added |
| US Bancorp | 34,280 | $2.31M | 0.00% | +541+1.6% | Added |
| Moors & Cabot, Inc. | 34,777 | $2.34M | 0.10% | −637−1.8% | Reduced |
| Glenmede Trust Co NA | 34,999 | $2.36M | 0.01% | +34,999 | New |
| Public Employees Retirement Association of Colorado | 36,166 | $2.44M | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 36,448 | $2.45M | 0.14% | +3,414+10.3% | Added |
| Susquehanna Fundamental Investments, LLC | 36,800 | $2.48M | 0.08% | −26,505−41.9% | Reduced |
| ProVise Management Group, LLC | 36,862 | $2.48M | 0.18% | +328+0.9% | Added |
| Jones Financial Companies LLLP | 36,876 | $2.48M | 0.00% | +14,507+64.9% | Added |
| Avanza Fonder AB | 36,913 | $2.49M | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 37,064 | $2.50M | 0.12% | −7,868−17.5% | Reduced |
| State of Alaska, Department of Revenue | 37,210 | $2.50M | 0.03% | −2,475−6.2% | Reduced |
| Arvest Bank Trust Division | 37,435 | $2.52M | 0.14% | −1,450−3.7% | Reduced |
| Lazard Asset Management LLC | 38,264 | $2.58M | 0.00% | +38,264 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 39,301 | $2.65M | 0.02% | +39,301 | New |
| Toroso Investments, LLC | 39,375 | $2.65M | 0.01% | +1,209+3.2% | Added |
| Atria Investments LLC | 39,392 | $2.65M | 0.03% | +4,078+11.5% | Added |
| Heritage Trust Co | 40,006 | $2.69M | 0.27% | −183−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 40,083 | $2.70M | 0.02% | −2,580−6.0% | Reduced |
| Mutual of America Capital Management LLC | 40,279 | $2.71M | 0.03% | +59+0.1% | Added |
| OP Asset Management Ltd | 40,659 | $2.74M | 0.03% | +244+0.6% | Added |
| Entropy Technologies, LP | 41,246 | $2.78M | 0.15% | −24,405−37.2% | Reduced |
| Rafferty Asset Management, LLC | 41,316 | $2.78M | 0.01% | +2,252+5.8% | Added |
| Natixis | 41,470 | $2.79M | 0.01% | −46,554−52.9% | Reduced |
| Somerset Trust Co | 41,776 | $2.81M | 0.86% | +652+1.6% | Added |
| Investment Management Corp of Ontario | 42,582 | $2.87M | 0.04% | +11,773+38.2% | Added |
| Inspire Advisors, LLC | 42,825 | $2.88M | 0.27% | −2,651−5.8% | Reduced |
| Oregon Public Employees Retirement Fund | 42,960 | $2.89M | 0.04% | +500+1.2% | Added |
| GWM Advisors LLC | 42,967 | $2.89M | 0.01% | +2,098+5.1% | Added |
| Horizon Investments, LLC | 43,267 | $2.91M | 0.04% | +37,589+662.0% | Added |
| UniSuper Management Pty Ltd | 43,563 | $2.93M | 0.02% | −3,066−6.6% | Reduced |
| Trexquant Investment LP | 44,088 | $2.97M | 0.03% | +7,744+21.3% | Added |
| Siemens Fonds Invest GmbH | 44,572 | $3.01M | 0.16% | +2,450+5.8% | Added |
| Vaughan David Investments LLC | 44,755 | $3.01M | 0.07% | −3,525−7.3% | Reduced |
| Advisors Asset Management, Inc. | 46,087 | $3.10M | 0.05% | +2,794+6.5% | Added |
| Pathstone Holdings, LLC | 46,586 | $3.14M | 0.01% | −3,103−6.2% | Reduced |
| Oddo BHF Asset Management SAS | 47,123 | $3.17M | 0.12% | +10,544+28.8% | Added |
| Janus Henderson Group PLC | 47,801 | $3.22M | 0.00% | +748+1.6% | Added |
| Pinnacle Associates Ltd | 48,036 | $3.23M | 0.04% | −348−0.7% | Reduced |
| Rakuten Investment Management, Inc. | 49,183 | $3.31M | 0.01% | +41,582+547.1% | Added |
| Nissay Asset Management Corp | 49,442 | $3.33M | 0.02% | +756+1.6% | Added |
| ING Groep NV | 50,020 | $3.37M | 0.02% | +50,020 | New |
| Northwest & Ethical Investments L.P. | 50,715 | $3.41M | 0.08% | +3,396+7.2% | Added |
| Ofi Invest Asset Management | 58,509 | $3.45M | 0.05% | −13,361−18.6% | Reduced |
| CIBC World Markets Corp | 52,049 | $3.50M | 0.02% | +52,049 | New |
| MML Investors Services, LLC | 52,226 | $3.52M | 0.01% | +7,088+15.7% | Added |
| Loomis Sayles & Co L P | 52,696 | $3.55M | 0.00% | +52,696 | New |
| NEOS Investment Management LLC | 52,878 | $3.56M | 0.02% | +7,429+16.3% | Added |
| Landscape Capital Management, L.L.C. | 52,894 | $3.56M | 0.24% | +18,547+54.0% | Added |
| Kinloch Capital, LLC | 53,159 | $3.58M | 1.54% | +1,347+2.6% | Added |
| Mirova US LLC | 54,037 | $3.64M | 0.04% | −3,271−5.7% | Reduced |
| BFSG, LLC | 54,502 | $3.67M | 0.36% | +54,502 | New |
| New York Life Investment Management LLC | 54,728 | $3.68M | 0.03% | +415+0.8% | Added |
| Morningstar Investment Management LLC | 55,311 | $3.72M | 0.22% | 00.0% | Unchanged |
| USS Investment Management Ltd | 55,447 | $3.73M | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 55,371 | $3.75M | 0.24% | −596−1.1% | Reduced |
| Neuberger Berman Group LLC | 56,393 | $3.80M | 0.00% | +46+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 56,548 | $3.81M | 0.03% | −2,640−4.5% | Reduced |
| Captrust Financial Advisors | 56,727 | $3.82M | 0.01% | −1,317−2.3% | Reduced |
| Elo Mutual Pension Insurance Co | 57,905 | $3.90M | 0.06% | +659+1.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 58,500 | $3.94M | 0.03% | 00.0% | Unchanged |