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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 58,745 | $3.96M | 0.01% | −40,532−40.8% | Reduced |
| Castellan Group, LLC | 60,063 | $4.04M | 0.51% | +2,437+4.2% | Added |
| Andra AP-fonden | 60,444 | $4.07M | 0.05% | +60,444 | New |
| Utah Retirement Systems | 60,756 | $4.09M | 0.04% | +282+0.5% | Added |
| Baird Financial Group, Inc. | 60,882 | $4.10M | 0.01% | −1,948−3.1% | Reduced |
| Thrivent Financial for Lutherans | 61,358 | $4.13M | 0.01% | +6,555+12.0% | Added |
| Stephens Inc | 62,813 | $4.23M | 0.05% | +2,890+4.8% | Added |
| AIA Group Ltd | 63,398 | $4.27M | 0.06% | +37,943+149.1% | Added |
| Fulcrum Asset Management LLP | 63,336 | $4.28M | 1.19% | −5,987−8.6% | Reduced |
| Woodline Partners LP | 63,939 | $4.31M | 0.02% | +14,892+30.4% | Added |
| JustInvest LLC | 63,964 | $4.31M | 0.04% | −649−1.0% | Reduced |
| Commerce Bank | 64,211 | $4.32M | 0.02% | −1,304−2.0% | Reduced |
| Verition Fund Management LLC | 65,144 | $4.39M | 0.02% | −351,975−84.4% | Reduced |
| Northern Oak Wealth Management Inc | 65,328 | $4.40M | 0.55% | +7,875+13.7% | Added |
| Riverview Capital Advisers, LLC | 65,562 | $4.41M | 1.34% | −845−1.3% | Reduced |
| British Columbia Investment Management Corp | 65,722 | $4.43M | 0.02% | +12,921+24.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,181 | $4.52M | 0.04% | −298−0.4% | Reduced |
| Daiwa Securities Group Inc. | 67,649 | $4.55M | 0.01% | +1,784+2.7% | Added |
| Schnieders Capital Management, LLC. | 68,554 | $4.62M | 0.72% | +3,875+6.0% | Added |
| Amalgamated Bank | 70,027 | $4.71M | 0.03% | −1,095−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 70,769 | $4.76M | 0.01% | −17,375−19.7% | Reduced |
| F/M Investments LLC | 72,086 | $4.85M | 0.18% | +72,086 | New |
| Xponance, Inc. | 72,676 | $4.89M | 0.04% | −6,966−8.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 73,596 | $4.96M | 2.42% | −7,649−9.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 75,937 | $5.11M | 0.40% | +3,179+4.4% | Added |
| State of Tennessee, Treasury Department | 74,264 | $5.13M | 0.02% | −62,840−45.8% | Reduced |
| CI Private Wealth, LLC | 77,101 | $5.19M | 0.01% | +16,021+26.2% | Added |
| O'Shaughnessy Asset Management, LLC | 77,687 | $5.23M | 0.03% | +12,484+19.1% | Added |
| Nisa Investment Advisors, LLC | 78,211 | $5.27M | 0.02% | +6,793+9.5% | Added |
| Generali Asset Management SPA SGR | 78,900 | $5.31M | 0.11% | +3,171+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 81,712 | $5.50M | 0.02% | +11,499+16.4% | Added |
| Mercer Global Advisors Inc | 85,659 | $5.77M | 0.01% | +13,940+19.4% | Added |
| Candriam Luxembourg S.C.A. | 85,668 | $5.77M | 0.03% | +3,955+4.8% | Added |
| CIBC Asset Management Inc | 88,722 | $5.97M | 0.01% | +37,109+71.9% | Added |
| MetLife Investment Management | 89,878 | $6.05M | 0.03% | −2,137−2.3% | Reduced |
| Burney Co | 90,058 | $6.06M | 0.19% | +3,306+3.8% | Added |
| Natixis Advisors, L.P. | 93,932 | $6.32M | 0.01% | +29,453+45.7% | Added |
| Ausbil Investment Management Ltd | 94,876 | $6.39M | 3.63% | −7,412−7.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 94,890 | $6.39M | 0.02% | +25,436+36.6% | Added |
| Allspring Global Investments Holdings, LLC | 94,066 | $6.40M | 0.01% | −6,000−6.0% | Reduced |
| Assetmark, Inc | 95,152 | $6.41M | 0.01% | +14,202+17.5% | Added |
| Public Sector Pension Investment Board | 95,528 | $6.43M | 0.02% | −3,310,068−97.2% | Reduced |
| Raiffeisen Bank International AG | 96,661 | $6.53M | 0.08% | −5,375−5.3% | Reduced |
| Susquehanna International Group, LLP | 97,540 | $6.57M | 0.01% | −87,171−47.2% | Reduced |
| Soltis Investment Advisors LLC | 97,638 | $6.57M | 0.43% | +4,632+5.0% | Added |
| Advisor Group Holdings, Inc. | 97,905 | $6.60M | 0.01% | −84,233−46.2% | Reduced |
| Comerica Bank | 97,992 | $6.60M | 0.03% | −4,824−4.7% | Reduced |
| Brick & Kyle, Associates | 98,831 | $6.65M | 2.36% | −511−0.5% | Reduced |
| Czech National Bank | 98,931 | $6.66M | 0.04% | +4,676+5.0% | Added |
| Ensign Peak Advisors, Inc | 99,848 | $6.72M | 0.01% | +5,318+5.6% | Added |
| DekaBank Deutsche Girozentrale | 101,201 | $6.73M | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 100,582 | $6.77M | 0.01% | −2,903−2.8% | Reduced |
| Arizona State Retirement System | 101,815 | $6.86M | 0.04% | −6,615−6.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 101,872 | $6.87M | 0.01% | +1,484+1.5% | Added |
| State of Michigan Retirement System | 107,033 | $7.21M | 0.04% | −3,900−3.5% | Reduced |
| Sanctuary Advisors, LLC | 107,135 | $7.21M | 0.04% | +16,291+17.9% | Added |
| Mariner, LLC | 108,835 | $7.33M | 0.01% | +10,767+11.0% | Added |
| Westpac Banking Corp | 109,215 | $7.35M | 0.46% | −11,230−9.3% | Reduced |
| Wedge Capital Management L L P | 109,383 | $7.36M | 0.13% | −14,804−11.9% | Reduced |
| Abn Amro Investment Solutions | 109,842 | $7.40M | 0.11% | −81,750−42.7% | Reduced |
| Public Employees Retirement System of Ohio | 111,800 | $7.53M | 0.02% | −2,979−2.6% | Reduced |
| CWM, LLC | 112,500 | $7.58M | 0.02% | −6,347−5.3% | Reduced |
| RWC Asset Management LLP | 115,276 | $7.76M | 0.38% | −22,354−16.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 115,563 | $7.78M | 0.04% | +265+0.2% | Added |
| Vega Investment Solutions | 116,379 | $7.87M | 1.25% | +116,379 | New |
| Voya Investment Management LLC | 122,805 | $8.27M | 0.01% | +6,373+5.5% | Added |
| State of New Jersey Common Pension Fund D | 124,075 | $8.35M | 0.03% | +1,843+1.5% | Added |
| IFM Investors Pty Ltd | 124,273 | $8.37M | 0.07% | −7,037−5.4% | Reduced |
| Millennium Management LLC | 125,954 | $8.48M | 0.01% | −1,376,919−91.6% | Reduced |
| Creative Planning | 129,361 | $8.71M | 0.01% | +9,064+7.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 129,558 | $8.72M | 0.01% | +15,902+14.0% | Added |
| Teacher Retirement System of Texas | 133,832 | $9.01M | 0.03% | +56,679+73.5% | Added |
| Gamco Investors, Inc. Et Al | 137,080 | $9.23M | 0.09% | −1,291−0.9% | Reduced |
| Osmosis Investment Management UK Ltd | 137,098 | $9.23M | 0.23% | +137,098 | New |
| Baillie Gifford & Co | 139,244 | $9.38M | 0.01% | −83,317−37.4% | Reduced |
| Illinois Municipal Retirement Fund | 139,522 | $9.39M | 0.12% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 135,648 | $9.60M | 0.11% | −8,284−5.8% | Reduced |
| Ethic Inc. | 143,597 | $9.67M | 0.15% | −9,361−6.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 143,936 | $9.69M | 0.06% | +6,747+4.9% | Added |
| Van Eck Associates Corp | 143,994 | $9.70M | 0.01% | +10,235+7.7% | Added |
| Resona Asset Management Co.,Ltd. | 144,259 | $9.71M | 0.05% | −7,482−4.9% | Reduced |
| Harvest Portfolios Group Inc. | 144,284 | $9.71M | 0.17% | +4,679+3.4% | Added |
| Guggenheim Capital LLC | 144,460 | $9.73M | 0.07% | +2,914+2.1% | Added |
| Cerity Partners LLC | 145,231 | $9.78M | 0.01% | +2,956+2.1% | Added |
| Credit Agricole S A | 147,579 | $9.94M | 0.03% | +12,245+9.0% | Added |
| Easterly Investment Partners LLC | 149,682 | $10.1M | 0.62% | −9,906−6.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 150,845 | $10.2M | 0.03% | +150,845 | New |
| Colony Group, LLC | 151,171 | $10.2M | 0.01% | +41,886+38.3% | Added |
| ZWJ Investment Counsel Inc | 155,265 | $10.5M | 0.38% | −22,335−12.6% | Reduced |
| Treasurer of the State of North Carolina | 155,631 | $10.5M | 0.03% | −9,556−5.8% | Reduced |
| Schroder Investment Management Group | 155,291 | $10.5M | 0.01% | +92,640+147.9% | Added |
| Storebrand Asset Management AS | 156,620 | $10.5M | 0.03% | −3,805−2.4% | Reduced |
| DnB Asset Management AS | 160,192 | $10.8M | 0.04% | +4,927+3.2% | Added |
| APG Asset Management N.V. | 188,849 | $10.8M | 0.03% | −17,651−8.5% | Reduced |
| Asset Management One Co.,Ltd. | 161,180 | $10.8M | 0.03% | −696−0.4% | Reduced |
| Prudential PLC | 165,065 | $11.1M | 0.09% | +23,244+16.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 174,350 | $11.7M | 0.31% | +6,791+4.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 174,407 | $11.7M | 0.02% | +20,745+13.5% | Added |
| Wealthfront Advisers LLC | 177,872 | $12.0M | 0.03% | +2,590+1.5% | Added |
| Prudential Financial Inc | 186,629 | $12.6M | 0.02% | −23,810−11.3% | Reduced |