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 |
|---|---|---|---|---|---|
| MASTERINVEST Kapitalanlage GmbH | 15,079 | $1.02M | 0.10% | +1,032+7.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 14,890 | $1.00M | 0.01% | +14,890 | New |
| Steward Partners Investment Advisory, LLC | 14,844 | $999.4K | 0.01% | −4,108−21.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,831 | $998.6K | 0.00% | +140+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,605 | $983.0K | 0.01% | −316−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 14,516 | $977.4K | 0.01% | −50.0% | Reduced |
| CIBC Private Wealth Group, LLC | 14,483 | $975.1K | 0.00% | +162+1.1% | Added |
| Global Retirement Partners, LLC | 14,460 | $973.6K | 0.02% | +6,707+86.5% | Added |
| Presima Inc. | 14,430 | $971.6K | 0.56% | +241+1.7% | Added |
| Hilton Head Capital Partners, LLC | 14,167 | $953.8K | 0.56% | +14,167 | New |
| Penobscot Investment Management Company, Inc. | 14,118 | $950.6K | 0.07% | −300−2.1% | Reduced |
| GeoWealth Management, LLC | 13,931 | $938.0K | 0.03% | +423+3.1% | Added |
| Exchange Traded Concepts, LLC | 13,853 | $932.7K | 0.01% | −318−2.2% | Reduced |
| Engineers Gate Manager LP | 13,797 | $929.0K | 0.01% | +13,797 | New |
| Ontario Teachers Pension Plan Board | 13,775 | $927.5K | 0.02% | +1,243+9.9% | Added |
| Manske Wealth Management | 13,327 | $897.3K | 0.27% | −175−1.3% | Reduced |
| Revisor Wealth Management LLC | 12,915 | $895.1K | 0.24% | +4,449+52.6% | Added |
| Tokio Marine Asset Management Co Ltd | 13,287 | $894.6K | 0.03% | +142+1.1% | Added |
| Twin City Private Wealth, LLC | 13,215 | $889.8K | 0.67% | +1,176+9.8% | Added |
| Syon Capital LLC | 13,190 | $888.1K | 0.04% | +4,995+61.0% | Added |
| Miller Howard Investments Inc | 13,169 | $886.7K | 0.03% | +968+7.9% | Added |
| Wilkins Investment Counsel Inc | 13,145 | $885.1K | 0.13% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 12,958 | $872.5K | 0.07% | −330−2.5% | Reduced |
| Quantitative Investment Management, LLC | 12,936 | $870.0K | 0.08% | −352−2.6% | Reduced |
| San Luis Wealth Advisors LLC | 12,915 | $869.6K | 0.15% | +658+5.4% | Added |
| Intrua Financial, LLC | 12,853 | $865.4K | 0.09% | −333−2.5% | Reduced |
| Snowden Capital Advisors LLC | 12,800 | $861.8K | 0.02% | +6,885+116.4% | Added |
| Principal Securities, Inc. | 12,726 | $856.9K | 0.01% | +279+2.2% | Added |
| Vestcor Inc | 12,651 | $852.0K | 0.02% | +1,138+9.9% | Added |
| North Dakota State Investment Board | 12,597 | $848.2K | 0.03% | +12,597 | New |
| Hilltop Holdings Inc. | 12,589 | $847.6K | 0.05% | +2,935+30.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,532 | $843.8K | 0.02% | −5,000−28.5% | Reduced |
| Union Savings Bank | 12,496 | $841.4K | 0.36% | +12,496 | New |
| Omers Administration Corp | 12,143 | $817.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12,137 | $817.2K | 0.05% | +1,579+15.0% | Added |
| GAMMA Investing LLC | 12,086 | $813.8K | 0.04% | +201+1.7% | Added |
| Empirical Finance, LLC | 12,053 | $811.5K | 0.04% | −503−4.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,988 | $807.2K | 0.01% | +160+1.4% | Added |
| Quadrant Capital Group LLC | 11,970 | $805.9K | 0.02% | −4,830−28.7% | Reduced |
| Boston Common Asset Management, LLC | 11,834 | $796.8K | 0.05% | −90,088−88.4% | Reduced |
| SRS Capital Advisors, Inc. | 11,830 | $796.5K | 0.02% | −25,794−68.6% | Reduced |
| Abel Hall, LLC | 11,787 | $793.6K | 0.19% | +3,371+40.1% | Added |
| Resources Investment Advisors, LLC. | 11,765 | $792.1K | 0.01% | −52−0.4% | Reduced |
| Flagship Harbor Advisors, LLC | 11,737 | $790.3K | 0.04% | −1,392−10.6% | Reduced |
| Apollon Wealth Management, LLC | 11,690 | $787.1K | 0.01% | +1,974+20.3% | Added |
| Signaturefd, LLC | 11,607 | $781.5K | 0.01% | +953+8.9% | Added |
| Navellier & Associates Inc | 11,545 | $777.3K | 0.09% | −2,594−18.3% | Reduced |
| Prosperity Consulting Group, LLC | 11,470 | $772.3K | 0.03% | +413+3.7% | Added |
| Vise Technologies, Inc. | 11,413 | $768.5K | 0.02% | +1,478+14.9% | Added |
| Accurate Wealth Management, LLC | 11,226 | $761.0K | 0.10% | +1,868+20.0% | Added |
| Redwood Investment Management, LLC | 11,110 | $748.0K | 0.08% | −9,263−45.5% | Reduced |
| Rockefeller Capital Management L.P. | 11,101 | $747.5K | 0.00% | +1,458+15.1% | Added |
| Buckingham Strategic Partners | 11,059 | $744.6K | 0.01% | −2,863−20.6% | Reduced |
| Savant Capital, LLC | 11,007 | $741.1K | 0.00% | +1,436+15.0% | Added |
| Centerpoint Advisors, LLC | 10,983 | $739.0K | 0.23% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 10,953 | $737.5K | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,941 | $736.7K | 0.01% | +1,732+18.8% | Added |
| Panagora Asset Management Inc | 10,937 | $736.4K | 0.00% | +4,285+64.4% | Added |
| Modern Wealth Management, LLC | 10,871 | $731.9K | 0.01% | +83+0.8% | Added |
| SlateStone Wealth, LLC | 10,781 | $726.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,668 | $718.2K | 0.01% | −7,565−41.5% | Reduced |
| Vident Advisory, LLC | 10,592 | $713.2K | 0.01% | −852−7.4% | Reduced |
| Paradigm Financial Partners, LLC | 10,526 | $708.7K | 0.07% | +732+7.5% | Added |
| Chicago Partners Investment Group LLC | 10,080 | $701.4K | 0.02% | +1,017+11.2% | Added |
| Independent Advisor Alliance | 10,366 | $698.0K | 0.02% | −353−3.3% | Reduced |
| Csenge Advisory Group | 10,351 | $696.9K | 0.03% | +1,407+15.7% | Added |
| Securian Asset Management, Inc | 10,187 | $685.9K | 0.03% | −7,707−43.1% | Reduced |
| AlphaCore Capital LLC | 10,168 | $684.6K | 0.02% | +2,562+33.7% | Added |
| MUFG Securities Americas Inc. | 10,108 | $680.6K | 0.04% | +100+1.0% | Added |
| Oak Thistle LLC | 10,067 | $677.8K | 0.09% | +10,067 | New |
| Squarepoint Ops LLC | 9,999 | $673.2K | 0.00% | −31,376−75.8% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $669.0K | 0.06% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 9,900 | $666.6K | 0.47% | −1,067−9.7% | Reduced |
| ORG Wealth Partners, LLC | 9,876 | $664.9K | 0.16% | −533−5.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,860 | $663.9K | 0.08% | +18+0.2% | Added |
| Advisory Services Network, LLC | 9,728 | $655.0K | 0.01% | −3,540−26.7% | Reduced |
| J.W. Cole Advisors, Inc. | 12,439 | $654.9K | 0.02% | −304−2.4% | Reduced |
| Brinker Capital Investments, LLC | 9,716 | $654.2K | 0.00% | +633+7.0% | Added |
| Claro Advisors LLC | 9,680 | $651.8K | 0.09% | −420−4.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,668 | $650.9K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 9,610 | $647.1K | 0.05% | +499+5.5% | Added |
| Diversified Trust Co | 9,411 | $633.6K | 0.01% | +9,411 | New |
| Beacon Pointe Advisors, LLC | 9,399 | $632.9K | 0.00% | +1,398+17.5% | Added |
| First Manhattan Co | 9,396 | $632.6K | 0.00% | +14+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 9,385 | $631.9K | 0.00% | +2,399+34.3% | Added |
| V-Square Quantitative Management LLC | 9,296 | $625.9K | 0.07% | −1,281−12.1% | Reduced |
| MONECO Advisors, LLC | 9,266 | $623.9K | 0.05% | +1,531+19.8% | Added |
| Heritage Financial Services, LLC | 9,260 | $623.5K | 0.05% | −181−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,242 | $622.3K | 0.01% | +9,242 | New |
| Tableaux LLC | 9,218 | $620.6K | 0.45% | −9,218−50.0% | Reduced |
| Barr E S & Co | 9,208 | $620.0K | 0.03% | +9,208 | New |
| Finivi Inc. | 9,205 | $619.7K | 0.36% | −4,197−31.3% | Reduced |
| Live Oak Private Wealth LLC | 9,148 | $615.9K | 0.08% | 00.0% | Unchanged |
| Voleon Capital Management LP | 9,029 | $607.9K | 0.01% | −23,382−72.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,005 | $606.3K | 0.01% | −12−0.1% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $606.0K | 0.07% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,949 | $601.3K | 0.06% | −133−1.5% | Reduced |
| Huber Capital Management LLC | 8,916 | $600.3K | 0.09% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8,914 | $600.2K | 0.23% | +25+0.3% | Added |
| STRS Ohio | 8,897 | $599.0K | 0.00% | +112+1.3% | Added |