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 |
|---|---|---|---|---|---|
| Key Financial Inc | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 19 | $1.28K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 18 | $1.21K | 0.00% | −8−30.8% | Reduced |
| Rialto Wealth Management, LLC | 18 | $1.21K | 0.00% | +2+12.5% | Added |
| Torren Management, LLC | 15 | $1.04K | 0.00% | +15 | New |
| WestEnd Advisors, LLC | 15 | $1.01K | 0.00% | −2−11.8% | Reduced |
| Investors Portfolio Services LLC | 15 | $1.00K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $986 | 0.00% | +5+50.0% | Added |
| Aventura Private Wealth, LLC | 14 | $943 | 0.00% | +5+55.6% | Added |
| Litman Gregory Asset Management LLC | 13 | $876 | 0.00% | +13 | New |
| Financial Consulate, Inc | 13 | $876 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 13 | $875 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $875 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 12 | $808 | 0.00% | +12 | New |
| Strengthening Families & Communities, LLC | 10 | $673 | 0.00% | −4−28.6% | Reduced |
| American Capital Advisory, LLC | 9 | $606 | 0.00% | +6+200.0% | Added |
| United Community Bank | 8 | $539 | 0.00% | −13−61.9% | Reduced |
| Winnow Wealth LLC | 6 | $408 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $404 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $337 | 0.00% | +5 | New |
| Quattro Advisors LLC | 4 | $272 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $270 | 0.00% | +1+33.3% | Added |
| Davis Capital Management | 4 | $269 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 4 | $269 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 3 | $201 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $141 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $135 | 0.00% | −3−60.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $35 | 0.00% | −22−95.7% | Reduced |
| Winthrop Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −668,210−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −507,581−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −248,083−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −231,580−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −215,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −99,960−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −95,835−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −64,276−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −51,380−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −38,437−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −33,588−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −28,414−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −24,160−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −23,307−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,535−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −13,296−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −12,204−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −10,838−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,221−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,691−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,461−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −8,784−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,838−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −7,052−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −6,133−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −5,607−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| Grace & White Inc | 0 | $0 | 0.00% | −4,418−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −4,249−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −4,159−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,718−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −3,571−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −3,413−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| Hurlow Wealth Management Group, Inc. | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Cerro Pacific Wealth Advisors LLC | 0 | $0 | 0.00% | −3,083−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| Exchange Bank | 0 | $0 | 0.00% | −2,889−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| Pinnacle West Asset Management, Inc. | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −2,866−100.0% | Sold out |
| Novak & Powell Financial Services, Inc. | 0 | $0 | 0.00% | −2,848−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Pinney & Scofield, Inc. | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Barnes Dennig Private Wealth Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |