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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 30,211 | $2.03M | 0.04% | +8,966+42.2% | Added |
| Summit Trail Advisors, LLC | 29,883 | $2.01M | 0.03% | −1,586−5.0% | Reduced |
| Private Advisor Group, LLC | 29,588 | $1.99M | 0.01% | +631+2.2% | Added |
| Edmp, Inc. | 29,567 | $1.99M | 1.64% | −4,127−12.2% | Reduced |
| iA Global Asset Management Inc. | 29,384 | $1.98M | 0.03% | +29,384 | New |
| Pacer Advisors, Inc. | 29,243 | $1.97M | 0.01% | −5,766−16.5% | Reduced |
| Norinchukin Bank, The | 29,169 | $1.96M | 0.02% | +2,887+11.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,972 | $1.95M | 0.01% | −3,450−10.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,728 | $1.93M | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 28,478 | $1.92M | 0.15% | +28,478 | New |
| TD Waterhouse Canada Inc. | 28,176 | $1.90M | 0.01% | +140+0.5% | Added |
| Great Valley Advisor Group, Inc. | 28,146 | $1.89M | 0.04% | +1,974+7.5% | Added |
| Kinneret Advisory, LLC | 28,058 | $1.89M | 0.16% | −768−2.7% | Reduced |
| D.A. Davidson & Co. | 27,893 | $1.88M | 0.01% | +764+2.8% | Added |
| Allstate Corp | 27,646 | $1.86M | 0.03% | +14,234+106.1% | Added |
| Mondrian Investment Partners LTD | 27,576 | $1.86M | 0.03% | +603+2.2% | Added |
| Truist Financial Corp | 27,553 | $1.86M | 0.00% | −8,312−23.2% | Reduced |
| Mizuho Securities USA LLC | 27,319 | $1.84M | 0.03% | +289+1.1% | Added |
| Sterling Capital Management LLC | 26,711 | $1.80M | 0.03% | −695−2.5% | Reduced |
| Magnetar Financial LLC | 26,480 | $1.78M | 0.02% | +26,480 | New |
| Dynamic Advisor Solutions LLC | 26,479 | $1.78M | 0.06% | −471−1.7% | Reduced |
| Arvest Investments, Inc. | 26,383 | $1.78M | 0.25% | −2,000−7.0% | Reduced |
| Central Valley Advisors, LLC | 26,196 | $1.76M | 0.53% | +1,760+7.2% | Added |
| Stonebridge Financial Group, LLC | 26,069 | $1.76M | 0.15% | +873+3.5% | Added |
| Blair William & Co | 25,855 | $1.74M | 0.00% | −6,189−19.3% | Reduced |
| Clarkston Capital Partners, LLC | 25,580 | $1.72M | 0.04% | +580+2.3% | Added |
| Argent Advisors, Inc. | 25,460 | $1.71M | 0.48% | +647+2.6% | Added |
| Sequoia Financial Advisors, LLC | 25,449 | $1.71M | 0.01% | +4,625+22.2% | Added |
| Stratos Wealth Advisors, LLC | 25,439 | $1.71M | 0.08% | +39+0.2% | Added |
| Metis Global Partners, LLC | 25,258 | $1.70M | 0.04% | +1,638+6.9% | Added |
| Green Square Capital Advisors LLC | 25,212 | $1.70M | 0.18% | −4,458−15.0% | Reduced |
| Capital Investment Advisors, LLC | 24,769 | $1.67M | 0.03% | −1,767−6.7% | Reduced |
| Allianz SE | 24,584 | $1.66M | 0.02% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 24,000 | $1.62M | 0.19% | −9,100−27.5% | Reduced |
| Fifth Third Bancorp | 23,956 | $1.61M | 0.01% | +252+1.1% | Added |
| Brevan Howard Capital Management LP | 23,954 | $1.61M | 0.03% | −19,813−45.3% | Reduced |
| Camelot Portfolios, LLC | 23,944 | $1.61M | 1.00% | −2,263−8.6% | Reduced |
| Kestra Advisory Services, LLC | 23,892 | $1.61M | 0.01% | +5,271+28.3% | Added |
| Winton Group Ltd | 23,714 | $1.60M | 0.06% | +23,714 | New |
| Quest Partners LLC | 23,394 | $1.58M | 0.09% | +7,744+49.5% | Added |
| M&T Bank Corp | 23,250 | $1.57M | 0.01% | +3,887+20.1% | Added |
| Kentucky Retirement Systems | 23,066 | $1.55M | 0.04% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 22,708 | $1.53M | 0.02% | +8,353+58.2% | Added |
| JB Capital LLC | 22,664 | $1.53M | 0.06% | +187+0.8% | Added |
| Empowered Funds, LLC | 22,609 | $1.52M | 0.03% | +1,401+6.6% | Added |
| Bollard Group LLC | 22,249 | $1.50M | 0.04% | −426−1.9% | Reduced |
| Pinebridge Investments LLC | 22,121 | $1.49M | 0.01% | +22,121 | New |
| EP Wealth Advisors, LLC | 21,835 | $1.47M | 0.01% | +21,835 | New |
| Hartford Investment Management Co | 21,694 | $1.46M | 0.04% | −70.0% | Reduced |
| First PREMIER Bank | 21,593 | $1.45M | 0.33% | 00.0% | Unchanged |
| South Dakota Investment Council | 21,566 | $1.45M | 0.03% | −7,800−26.6% | Reduced |
| Laird Norton Trust Company, LLC | 21,371 | $1.44M | 0.03% | +21,371 | New |
| Resources Management Corp | 20,782 | $1.40M | 0.18% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 19,751 | $1.38M | 0.27% | +2,676+15.7% | Added |
| WBI Investments | 20,345 | $1.37M | 0.36% | −16,197−44.3% | Reduced |
| Eastern Bank | 20,306 | $1.37M | 0.02% | +7,021+52.8% | Added |
| Ironwood Investment Counsel, LLC | 20,207 | $1.36M | 0.19% | +496+2.5% | Added |
| Spirit of America Management Corp | 20,050 | $1.35M | 0.29% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 20,031 | $1.35M | 0.02% | +191+1.0% | Added |
| Lido Advisors, LLC | 18,883 | $1.34M | 0.01% | +1,220+6.9% | Added |
| Integrated Wealth Concepts LLC | 19,844 | $1.34M | 0.02% | −3,228−14.0% | Reduced |
| Leisure Capital Management | 19,329 | $1.30M | 0.43% | −104−0.5% | Reduced |
| Two Sigma Investments, LP | 19,300 | $1.30M | 0.00% | −7,800−28.8% | Reduced |
| Pensionfund Sabic | 19,300 | $1.30M | 0.35% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,219 | $1.29M | 0.00% | −312−1.6% | Reduced |
| Louisiana State Employees Retirement System | 19,200 | $1.29M | 0.02% | −300−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 19,114 | $1.29M | 0.02% | −11,182−36.9% | Reduced |
| HB Wealth Management, LLC | 18,966 | $1.28M | 0.01% | +1,165+6.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 18,929 | $1.27M | 0.06% | +1,113+6.2% | Added |
| Concurrent Investment Advisors, LLC | 18,925 | $1.27M | 0.01% | +15,414+439.0% | Added |
| Essex Financial Services, Inc. | 18,873 | $1.27M | 0.07% | +275+1.5% | Added |
| Merit Financial Group, LLC | 18,835 | $1.27M | 0.01% | −4,029−17.6% | Reduced |
| Jane Street Group, LLC | 18,718 | $1.26M | 0.00% | +3,164+20.3% | Added |
| Profund Advisors LLC | 18,624 | $1.25M | 0.04% | −777−4.0% | Reduced |
| Mystic Asset Management, Inc. | 18,589 | $1.25M | 0.28% | +2,040+12.3% | Added |
| PFG Investments, LLC | 18,447 | $1.24M | 0.06% | +33+0.2% | Added |
| Assenagon Asset Management S.A. | 18,202 | $1.23M | 0.00% | −27−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 18,047 | $1.22M | 0.04% | +45+0.2% | Added |
| Arkadios Wealth Advisors | 17,780 | $1.20M | 0.02% | +1,480+9.1% | Added |
| Principle Wealth Partners LLC | 17,584 | $1.18M | 0.07% | −139−0.8% | Reduced |
| Aaron Wealth Advisors | 17,448 | $1.17M | 0.07% | +3,855+28.4% | Added |
| Mork Capital Management, LLC | 17,400 | $1.17M | 0.72% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 17,216 | $1.16M | 0.03% | +600+3.6% | Added |
| Virginia Retirement Systems Et Al | 17,200 | $1.16M | 0.01% | +17,200 | New |
| Park Avenue Securities LLC | 17,175 | $1.16M | 0.01% | +1,095+6.8% | Added |
| Nomura Holdings Inc | 17,164 | $1.16M | 0.00% | +8,249+92.5% | Added |
| Farther Finance Advisors, LLC | 16,916 | $1.14M | 0.01% | +7,856+86.7% | Added |
| United Capital Financial Advisers, LLC | 16,869 | $1.14M | 0.01% | +2,004+13.5% | Added |
| Intech Investment Management LLC | 16,800 | $1.13M | 0.01% | −53,137−76.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,648 | $1.12M | 0.03% | −38,753−70.0% | Reduced |
| Marks Group Wealth Management, Inc | 16,383 | $1.10M | 0.11% | +1,422+9.5% | Added |
| Howard Capital Management Inc. | 16,213 | $1.09M | 0.01% | +7,189+79.7% | Added |
| Tounjian Advisory Partners, LLC | 16,012 | $1.08M | 0.37% | −218−1.3% | Reduced |
| Benjamin Edwards Inc | 15,958 | $1.07M | 0.01% | −249−1.5% | Reduced |
| Great Oak Capital Partners, LLC | 15,709 | $1.07M | 0.27% | −1,144−6.8% | Reduced |
| Zacks Investment Management | 15,665 | $1.05M | 0.01% | −3,525−18.4% | Reduced |
| BetterWealth, LLC | 15,499 | $1.04M | 0.24% | −3,488−18.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 15,410 | $1.04M | 0.27% | +14,163+1,135.8% | Added |
| MUFG Securities EMEA plc | 15,381 | $1.04M | 0.01% | +8,278+116.5% | Added |
| Icon Advisers Inc | 15,300 | $1.03M | 0.22% | 00.0% | Unchanged |