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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 81,712 | $5.50M | 0.02% | +11,499+16.4% | Added |
| Generali Asset Management SPA SGR | 78,900 | $5.31M | 0.11% | +3,171+4.2% | Added |
| Nisa Investment Advisors, LLC | 78,211 | $5.27M | 0.02% | +6,793+9.5% | Added |
| O'Shaughnessy Asset Management, LLC | 77,687 | $5.23M | 0.03% | +12,484+19.1% | Added |
| CI Private Wealth, LLC | 77,101 | $5.19M | 0.01% | +16,021+26.2% | Added |
| State of Tennessee, Treasury Department | 74,264 | $5.13M | 0.02% | −62,840−45.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 75,937 | $5.11M | 0.40% | +3,179+4.4% | Added |
| Morgan Dempsey Capital Management LLC | 73,596 | $4.96M | 2.42% | −7,649−9.4% | Reduced |
| Xponance, Inc. | 72,676 | $4.89M | 0.04% | −6,966−8.7% | Reduced |
| F/M Investments LLC | 72,086 | $4.85M | 0.18% | +72,086 | New |
| Cambridge Investment Research Advisors, Inc. | 70,769 | $4.76M | 0.01% | −17,375−19.7% | Reduced |
| Amalgamated Bank | 70,027 | $4.71M | 0.03% | −1,095−1.5% | Reduced |
| Schnieders Capital Management, LLC. | 68,554 | $4.62M | 0.72% | +3,875+6.0% | Added |
| Daiwa Securities Group Inc. | 67,649 | $4.55M | 0.01% | +1,784+2.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,181 | $4.52M | 0.04% | −298−0.4% | Reduced |
| British Columbia Investment Management Corp | 65,722 | $4.43M | 0.02% | +12,921+24.5% | Added |
| Riverview Capital Advisers, LLC | 65,562 | $4.41M | 1.34% | −845−1.3% | Reduced |
| Northern Oak Wealth Management Inc | 65,328 | $4.40M | 0.55% | +7,875+13.7% | Added |
| Verition Fund Management LLC | 65,144 | $4.39M | 0.02% | −351,975−84.4% | Reduced |
| Commerce Bank | 64,211 | $4.32M | 0.02% | −1,304−2.0% | Reduced |
| JustInvest LLC | 63,964 | $4.31M | 0.04% | −649−1.0% | Reduced |
| Woodline Partners LP | 63,939 | $4.31M | 0.02% | +14,892+30.4% | Added |
| Fulcrum Asset Management LLP | 63,336 | $4.28M | 1.19% | −5,987−8.6% | Reduced |
| AIA Group Ltd | 63,398 | $4.27M | 0.06% | +37,943+149.1% | Added |
| Stephens Inc | 62,813 | $4.23M | 0.05% | +2,890+4.8% | Added |
| Thrivent Financial for Lutherans | 61,358 | $4.13M | 0.01% | +6,555+12.0% | Added |
| Baird Financial Group, Inc. | 60,882 | $4.10M | 0.01% | −1,948−3.1% | Reduced |
| Utah Retirement Systems | 60,756 | $4.09M | 0.04% | +282+0.5% | Added |
| Andra AP-fonden | 60,444 | $4.07M | 0.05% | +60,444 | New |
| Castellan Group, LLC | 60,063 | $4.04M | 0.51% | +2,437+4.2% | Added |
| Holocene Advisors, LP | 58,745 | $3.96M | 0.01% | −40,532−40.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 58,500 | $3.94M | 0.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 57,905 | $3.90M | 0.06% | +659+1.2% | Added |
| Captrust Financial Advisors | 56,727 | $3.82M | 0.01% | −1,317−2.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 56,548 | $3.81M | 0.03% | −2,640−4.5% | Reduced |
| Neuberger Berman Group LLC | 56,393 | $3.80M | 0.00% | +46+0.1% | Added |
| Plato Investment Management Ltd | 55,371 | $3.75M | 0.24% | −596−1.1% | Reduced |
| USS Investment Management Ltd | 55,447 | $3.73M | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 55,311 | $3.72M | 0.22% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 54,728 | $3.68M | 0.03% | +415+0.8% | Added |
| BFSG, LLC | 54,502 | $3.67M | 0.36% | +54,502 | New |
| Mirova US LLC | 54,037 | $3.64M | 0.04% | −3,271−5.7% | Reduced |
| Kinloch Capital, LLC | 53,159 | $3.58M | 1.54% | +1,347+2.6% | Added |
| Landscape Capital Management, L.L.C. | 52,894 | $3.56M | 0.24% | +18,547+54.0% | Added |
| NEOS Investment Management LLC | 52,878 | $3.56M | 0.02% | +7,429+16.3% | Added |
| Loomis Sayles & Co L P | 52,696 | $3.55M | 0.00% | +52,696 | New |
| MML Investors Services, LLC | 52,226 | $3.52M | 0.01% | +7,088+15.7% | Added |
| CIBC World Markets Corp | 52,049 | $3.50M | 0.02% | +52,049 | New |
| Ofi Invest Asset Management | 58,509 | $3.45M | 0.05% | −13,361−18.6% | Reduced |
| Northwest & Ethical Investments L.P. | 50,715 | $3.41M | 0.08% | +3,396+7.2% | Added |
| ING Groep NV | 50,020 | $3.37M | 0.02% | +50,020 | New |
| Nissay Asset Management Corp | 49,442 | $3.33M | 0.02% | +756+1.6% | Added |
| Rakuten Investment Management, Inc. | 49,183 | $3.31M | 0.01% | +41,582+547.1% | Added |
| Pinnacle Associates Ltd | 48,036 | $3.23M | 0.04% | −348−0.7% | Reduced |
| Janus Henderson Group PLC | 47,801 | $3.22M | 0.00% | +748+1.6% | Added |
| Oddo BHF Asset Management SAS | 47,123 | $3.17M | 0.12% | +10,544+28.8% | Added |
| Pathstone Holdings, LLC | 46,586 | $3.14M | 0.01% | −3,103−6.2% | Reduced |
| Advisors Asset Management, Inc. | 46,087 | $3.10M | 0.05% | +2,794+6.5% | Added |
| Vaughan David Investments LLC | 44,755 | $3.01M | 0.07% | −3,525−7.3% | Reduced |
| Siemens Fonds Invest GmbH | 44,572 | $3.01M | 0.16% | +2,450+5.8% | Added |
| Trexquant Investment LP | 44,088 | $2.97M | 0.03% | +7,744+21.3% | Added |
| UniSuper Management Pty Ltd | 43,563 | $2.93M | 0.02% | −3,066−6.6% | Reduced |
| Horizon Investments, LLC | 43,267 | $2.91M | 0.04% | +37,589+662.0% | Added |
| GWM Advisors LLC | 42,967 | $2.89M | 0.01% | +2,098+5.1% | Added |
| Oregon Public Employees Retirement Fund | 42,960 | $2.89M | 0.04% | +500+1.2% | Added |
| Inspire Advisors, LLC | 42,825 | $2.88M | 0.27% | −2,651−5.8% | Reduced |
| Investment Management Corp of Ontario | 42,582 | $2.87M | 0.04% | +11,773+38.2% | Added |
| Somerset Trust Co | 41,776 | $2.81M | 0.86% | +652+1.6% | Added |
| Natixis | 41,470 | $2.79M | 0.01% | −46,554−52.9% | Reduced |
| Rafferty Asset Management, LLC | 41,316 | $2.78M | 0.01% | +2,252+5.8% | Added |
| Entropy Technologies, LP | 41,246 | $2.78M | 0.15% | −24,405−37.2% | Reduced |
| OP Asset Management Ltd | 40,659 | $2.74M | 0.03% | +244+0.6% | Added |
| Mutual of America Capital Management LLC | 40,279 | $2.71M | 0.03% | +59+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 40,083 | $2.70M | 0.02% | −2,580−6.0% | Reduced |
| Heritage Trust Co | 40,006 | $2.69M | 0.27% | −183−0.5% | Reduced |
| Atria Investments LLC | 39,392 | $2.65M | 0.03% | +4,078+11.5% | Added |
| Toroso Investments, LLC | 39,375 | $2.65M | 0.01% | +1,209+3.2% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 39,301 | $2.65M | 0.02% | +39,301 | New |
| Lazard Asset Management LLC | 38,264 | $2.58M | 0.00% | +38,264 | New |
| Arvest Bank Trust Division | 37,435 | $2.52M | 0.14% | −1,450−3.7% | Reduced |
| State of Alaska, Department of Revenue | 37,210 | $2.50M | 0.03% | −2,475−6.2% | Reduced |
| Ostrum Asset Management | 37,064 | $2.50M | 0.12% | −7,868−17.5% | Reduced |
| Avanza Fonder AB | 36,913 | $2.49M | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36,876 | $2.48M | 0.00% | +14,507+64.9% | Added |
| ProVise Management Group, LLC | 36,862 | $2.48M | 0.18% | +328+0.9% | Added |
| Susquehanna Fundamental Investments, LLC | 36,800 | $2.48M | 0.08% | −26,505−41.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 36,448 | $2.45M | 0.14% | +3,414+10.3% | Added |
| Public Employees Retirement Association of Colorado | 36,166 | $2.44M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 34,999 | $2.36M | 0.01% | +34,999 | New |
| Moors & Cabot, Inc. | 34,777 | $2.34M | 0.10% | −637−1.8% | Reduced |
| US Bancorp | 34,280 | $2.31M | 0.00% | +541+1.6% | Added |
| Northcape Wealth Management, LLC | 33,703 | $2.27M | 0.64% | +271+0.8% | Added |
| Acadian Asset Management LLC | 33,303 | $2.24M | 0.00% | +12,226+58.0% | Added |
| Neville Rodie & Shaw Inc | 32,608 | $2.20M | 0.16% | −892−2.7% | Reduced |
| St Germain D J Co Inc | 32,404 | $2.18M | 0.08% | −3,364−9.4% | Reduced |
| La Banque Postale Asset Management SA | 32,362 | $2.18M | 0.03% | −1,637−4.8% | Reduced |
| Havemeyer Place LP | 31,668 | $2.13M | 0.42% | +31,668 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,226 | $2.10M | 0.01% | −629−2.0% | Reduced |
| Ascent Group, LLC | 30,587 | $2.06M | 0.07% | +2,222+7.8% | Added |
| DC Investments Management, LLC | 30,471 | $2.05M | 0.91% | 00.0% | Unchanged |