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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 261 | $17.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 257 | $17.3K | 0.00% | +28+12.2% | Added |
| Fideuram Asset Management (Ireland) dac | 308 | $17.2K | 0.00% | +308 | New |
| Pinnacle Wealth Planning Services, Inc. | 255 | $17.2K | 0.00% | +255 | New |
| Farmers & Merchants Investments Inc | 250 | $16.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 249 | $16.8K | 0.01% | −57−18.6% | Reduced |
| FSA Advisors, Inc. | 16,907 | $16.6K | 0.01% | +16,907 | New |
| Golden State Wealth Management, LLC | 245 | $16.5K | 0.00% | −8−3.2% | Reduced |
| Colonial Trust Advisors | 243 | $16.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 234 | $15.7K | 0.00% | +131+127.2% | Added |
| BankPlus Trust Department | 232 | $15.6K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 225 | $15.1K | 0.00% | +225 | New |
| Private Wealth Management Group, LLC | 211 | $14.2K | 0.00% | −39−15.6% | Reduced |
| Financial Perspectives, Inc | 210 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 210 | $14.1K | 0.01% | +210 | New |
| Valley National Advisers Inc | 214 | $14.0K | 0.00% | +20+10.3% | Added |
| Atlantic Trust, LLC | 207 | $13.9K | 0.00% | +111+115.6% | Added |
| MCF Advisors LLC | 201 | $13.5K | 0.00% | +201 | New |
| ESL Trust Services, LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $13.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 199 | $13.4K | 0.00% | +15+8.2% | Added |
| City State Bank | 194 | $13.1K | 0.00% | +7+3.7% | Added |
| Bank of Jackson Hole Trust | 187 | $12.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 187 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 184 | $12.4K | 0.00% | +110+148.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 183 | $12.3K | 0.00% | +31+20.4% | Added |
| Red Tortoise LLC | 181 | $12.2K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 179 | $12.1K | 0.00% | +179 | New |
| Princeton Global Asset Management LLC | 173 | $11.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 172 | $11.6K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 164 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 162 | $10.9K | 0.00% | +162 | New |
| Midwest Capital Advisors, LLC | 155 | $10.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 151 | $10.2K | 0.00% | −63−29.4% | Reduced |
| Albion Financial Group | 144 | $9.70K | 0.00% | −2,500−94.6% | Reduced |
| CWM Advisors, LLC | 142 | $9.57K | 0.00% | +142 | New |
| Garner Asset Management Corp | 140 | $9.43K | 0.00% | +140 | New |
| Capital Advisors, Ltd. LLC | 139 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 131 | $8.85K | 0.00% | +131 | New |
| LRI Investments, LLC | 131 | $8.82K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $8.62K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 127 | $8.55K | 0.00% | −58−31.4% | Reduced |
| MTM Investment Management, LLC | 126 | $8.48K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $8.42K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 125 | $8.42K | 0.00% | +10+8.7% | Added |
| MidFirst Bank | 125 | $8.42K | 0.00% | +125 | New |
| Westfuller Advisors, LLC | 121 | $8.17K | 0.00% | +121 | New |
| Mark Sheptoff Financial Planning, LLC | 118 | $7.95K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 112 | $7.54K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 112 | $7.54K | 0.00% | +2+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 110 | $7.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 104 | $7.00K | 0.00% | +27+35.1% | Added |
| Avion Wealth | 109 | $7.00K | 0.00% | +1+0.9% | Added |
| Lavaca Capital LLC | 100 | $6.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 100 | $6.73K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 99 | $6.67K | 0.01% | +99 | New |
| Ares Financial Consulting, LLC | 99 | $6.67K | 0.01% | +99 | New |
| IMG Wealth Management, Inc. | 98 | $6.60K | 0.00% | +22+28.9% | Added |
| JFS Wealth Advisors, LLC | 95 | $6.40K | 0.00% | +70+280.0% | Added |
| Pin Oak Investment Advisors Inc | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 89 | $5.99K | 0.00% | +21+30.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 87 | $5.86K | 0.00% | +28+47.5% | Added |
| Kings Path Partners LLC | 80 | $5.39K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 80 | $5.39K | 0.00% | +1+1.3% | Added |
| Abound Wealth Management | 75 | $5.06K | 0.00% | +2+2.7% | Added |
| WPG Advisers, LLC | 74 | $4.98K | 0.00% | +10+15.6% | Added |
| High Note Wealth, LLC | 73 | $4.92K | 0.00% | −9−11.0% | Reduced |
| ZRC Wealth Management, LLC | 72 | $4.85K | 0.00% | +30+71.4% | Added |
| Raffa Wealth Management, LLC | 71 | $4.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 70 | $4.71K | 0.00% | +51+268.4% | Added |
| Belvedere Trading LLC | 67 | $4.51K | 0.00% | +67 | New |
| Legacy Wealth Managment, LLC | 65 | $4.38K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 64 | $4.31K | 0.00% | −6−8.6% | Reduced |
| Leonteq Securities AG | 61 | $4.11K | 0.00% | −21−25.6% | Reduced |
| Clayton Financial Group LLC | 60 | $4.04K | 0.00% | +60 | New |
| Strive Financial Group ,LLC | 58 | $3.90K | 0.00% | +58 | New |
| Solstein Capital, LLC | 54 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 53 | $3.57K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 52 | $3.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 50 | $3.37K | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 44 | $2.99K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 41 | $2.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $2.76K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 38 | $2.56K | 0.00% | +38 | New |
| Highline Wealth Partners LLC | 37 | $2.49K | 0.00% | +13+54.2% | Added |
| Transamerica Financial Advisors, Inc. | 35 | $2.33K | 0.00% | +23+191.7% | Added |
| Pacifica Partners Inc. | 34 | $2.31K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 31 | $2.09K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 31 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $2.09K | 0.00% | +11+55.0% | Added |
| Penserra Capital Management LLC | 33 | $2.00K | 0.00% | +3+10.0% | Added |
| Harvest Fund Management Co., Ltd | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 29 | $1.95K | 0.00% | +29 | New |
| 1015 Capital Partners, LLC | 29 | $1.95K | 0.00% | +29 | New |
| TCTC Holdings, LLC | 27 | $1.82K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 27 | $1.82K | 0.00% | +12+80.0% | Added |
| TD Capital Management LLC | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 24 | $1.64K | 0.00% | +24 | New |
| Monetary Solutions, Ltd | 23 | $1.55K | 0.00% | +23 | New |