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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 8,893 | $598.9K | 0.16% | +313+3.6% | Added |
| Armstrong Advisory Group, Inc | 8,836 | $594.9K | 0.04% | +17+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 8,829 | $594.5K | 0.01% | −15,107−63.1% | Reduced |
| Evergreen Capital Management LLC | 8,813 | $593.4K | 0.01% | −284−3.1% | Reduced |
| Oppenheimer & Co Inc | 8,810 | $593.2K | 0.01% | +1,514+20.8% | Added |
| Regions Financial Corp | 8,808 | $593.0K | 0.00% | −1,060−10.7% | Reduced |
| Greenleaf Trust | 8,795 | $592.2K | 0.01% | +624+7.6% | Added |
| Finer Wealth Management, Inc. | 8,689 | $585.1K | 0.28% | 00.0% | Unchanged |
| Ellevest, Inc. | 8,672 | $583.9K | 0.08% | −751−8.0% | Reduced |
| Occudo Quantitative Strategies LP | 8,646 | $582.1K | 0.04% | −2,300−21.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,580 | $577.7K | 0.02% | +1,970+29.8% | Added |
| Hills Bank & Trust Co | 8,564 | $576.6K | 0.03% | +1,074+14.3% | Added |
| Inscription Capital, LLC | 8,504 | $572.6K | 0.06% | +285+3.5% | Added |
| Vista Investment Partners LLC | 8,485 | $571.3K | 0.15% | −16−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 8,477 | $570.8K | 0.02% | +8,370+7,822.4% | Added |
| Belpointe Asset Management LLC | 8,454 | $569.2K | 0.02% | +1,125+15.3% | Added |
| Valmark Advisers, Inc. | 8,375 | $563.9K | 0.01% | −286−3.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,285 | $557.8K | 0.02% | +342+4.3% | Added |
| Glenview Trust Co | 8,120 | $546.7K | 0.01% | +481+6.3% | Added |
| Baker Ellis Asset Management LLC | 8,107 | $545.8K | 0.07% | −150−1.8% | Reduced |
| Allworth Financial LP | 8,105 | $545.7K | 0.00% | −4,642−36.4% | Reduced |
| Keybank National Association | 8,090 | $544.7K | 0.00% | −340−4.0% | Reduced |
| Huntington National Bank | 8,085 | $544.4K | 0.00% | +771+10.5% | Added |
| Abacus Wealth Partners, LLC | 7,906 | $532.3K | 0.05% | +7,906 | New |
| Global X Japan Co., Ltd. | 7,896 | $531.6K | 0.04% | −1,343−14.5% | Reduced |
| Connecticut Wealth Management, LLC | 7,816 | $526.3K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 7,774 | $523.4K | 0.29% | −435−5.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,746 | $521.5K | 0.02% | +1,388+21.8% | Added |
| Chatham Capital Group, Inc. | 7,681 | $517.2K | 0.07% | −300−3.8% | Reduced |
| Pallas Capital Advisors LLC | 7,680 | $517.1K | 0.02% | −8,455−52.4% | Reduced |
| Fiduciary Trust Co | 7,665 | $516.1K | 0.01% | −703−8.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,656 | $515.4K | 0.01% | −768−9.1% | Reduced |
| Skopos Labs, Inc. | 7,642 | $513.5K | 0.02% | +7,642 | New |
| Bahl & Gaynor Inc | 7,626 | $513.5K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,488 | $511.2K | 0.01% | +962+14.7% | Added |
| Pensionmark Financial Group, LLC | 7,564 | $509.3K | 0.01% | +3,407+82.0% | Added |
| NorthCrest Asset Manangement, LLC | 7,575 | $507.9K | 0.01% | +1,553+25.8% | Added |
| Valley Brook Capital Group | 7,528 | $506.9K | 0.34% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,485 | $503.9K | 0.01% | +7,485 | New |
| Silver Oak Securities, Inc | 7,455 | $503.6K | 0.03% | +7,455 | New |
| Drucker Wealth 3.0, LLC | 7,449 | $501.5K | 0.09% | −585−7.3% | Reduced |
| Contravisory Investment Management, Inc. | 7,433 | $500.5K | 0.10% | −355−4.6% | Reduced |
| Mirabella Financial Services LLP | 7,383 | $497.1K | 0.05% | +7,383 | New |
| Prosperity Wealth Management, Inc. | 7,379 | $496.9K | 0.17% | +18+0.2% | Added |
| Tower Research Capital LLC (TRC) | 7,339 | $494.1K | 0.01% | +763+11.6% | Added |
| Ballentine Partners, LLC | 7,261 | $488.9K | 0.01% | +396+5.8% | Added |
| BKD Wealth Advisors, LLC | 7,243 | $487.7K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 7,112 | $478.9K | 0.00% | +2,005+39.3% | Added |
| Sentinel Pension Advisors Inc | 7,088 | $477.2K | 0.07% | +7,088 | New |
| Leslie Global Wealth, LLC | 7,074 | $476.3K | 0.21% | +1,226+21.0% | Added |
| Brown Advisory Inc | 7,039 | $473.9K | 0.00% | −366−4.9% | Reduced |
| Walleye Capital LLC | 6,994 | $470.9K | 0.00% | +5,339+322.6% | Added |
| Perigon Wealth Management, LLC | 6,920 | $465.9K | 0.01% | +1,079+18.5% | Added |
| Tema ETFs LLC | 6,908 | $465.1K | 0.04% | −20−0.3% | Reduced |
| We Are One Seven, LLC | 6,814 | $458.8K | 0.01% | +276+4.2% | Added |
| Cutler Capital Management, LLC | 6,747 | $454.3K | 0.14% | −2,000−22.9% | Reduced |
| Avidian Wealth Solutions, LLC | 6,733 | $453.3K | 0.02% | +135+2.0% | Added |
| Maridea Wealth Management LLC | 6,729 | $453.1K | 0.07% | −2,561−27.6% | Reduced |
| Holderness Investments Co | 6,727 | $452.9K | 0.09% | +1,083+19.2% | Added |
| Wealthspire Advisors, LLC | 6,723 | $452.7K | 0.00% | +2,626+64.1% | Added |
| Sachetta, LLC | 6,720 | $452.4K | 0.25% | −44−0.7% | Reduced |
| Spire Wealth Management | 6,668 | $448.9K | 0.02% | −1,876−22.0% | Reduced |
| Anchor Capital Advisors LLC | 6,664 | $448.7K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,625 | $446.0K | 0.01% | +613+10.2% | Added |
| Kera Capital Partners, Inc. | 6,389 | $441.6K | 0.05% | +2,615+69.3% | Added |
| Interchange Capital Partners, LLC | 6,542 | $440.5K | 0.08% | +6,542 | New |
| Krilogy Financial LLC | 6,248 | $439.4K | 0.01% | −1,511−19.5% | Reduced |
| Seeds Investor LLC | 6,524 | $439.3K | 0.08% | +37+0.6% | Added |
| Old North State Wealth Management, LLC | 6,412 | $432.2K | 0.20% | −463−6.7% | Reduced |
| Alchemi Wealth, LLC | 6,337 | $426.7K | 0.23% | +6,337 | New |
| Welch & Forbes LLC | 6,298 | $424.0K | 0.01% | −130−2.0% | Reduced |
| Odyssean, LLC | 6,256 | $421.2K | 0.30% | +6,256 | New |
| Everence Capital Management Inc | 6,247 | $421.0K | 0.02% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 6,222 | $418.9K | 0.02% | +6,222 | New |
| Rockland Trust Co | 6,168 | $415.3K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 6,150 | $414.1K | 1.50% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,086 | $409.8K | 0.00% | +2,536+71.4% | Added |
| Atomi Financial Group, Inc. | 6,081 | $409.4K | 0.01% | −49−0.8% | Reduced |
| McIlrath & Eck, LLC | 6,077 | $409.2K | 0.04% | −345−5.4% | Reduced |
| Welch Group, LLC | 6,023 | $405.5K | 0.02% | +87+1.5% | Added |
| Bessemer Group Inc | 6,003 | $404.0K | 0.00% | −952−13.7% | Reduced |
| Washington Trust Co | 5,985 | $403.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 5,904 | $397.5K | 0.06% | +119+2.1% | Added |
| Impact Partnership Wealth, LLC | 5,880 | $395.9K | 0.05% | +5,880 | New |
| Parcion Private Wealth LLC | 5,878 | $395.8K | 0.02% | −535−8.3% | Reduced |
| Fisher Asset Management, LLC | 5,860 | $394.6K | 0.00% | +705+13.7% | Added |
| Verity & Verity, LLC | 5,855 | $394.2K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 5,853 | $394.1K | 0.10% | +44+0.8% | Added |
| Meeder Advisory Services, Inc. | 5,842 | $393.3K | 0.02% | −16−0.3% | Reduced |
| Tiaa Trust, National Association | 5,832 | $392.8K | 0.00% | −581−9.1% | Reduced |
| Continuum Advisory, LLC | 5,808 | $391.1K | 0.04% | −5,075−46.6% | Reduced |
| Advisor OS, LLC | 5,785 | $389.5K | 0.03% | +281+5.1% | Added |
| Synergy Financial Management, LLC | 5,708 | $384.3K | 0.04% | −154,614−96.4% | Reduced |
| Polymer Capital Management (US) LLC | 5,687 | $382.9K | 0.05% | +629+12.4% | Added |
| Aptus Capital Advisors, LLC | 5,653 | $380.6K | 0.00% | −1,233−17.9% | Reduced |
| Balyasny Asset Management LLC | 5,615 | $378.1K | 0.00% | −935,114−99.4% | Reduced |
| Advisors Capital Management, LLC | 5,562 | $374.5K | 0.00% | +191+3.6% | Added |
| Daymark Wealth Partners, LLC | 5,538 | $372.9K | 0.01% | +410+8.0% | Added |
| Destination Wealth Management | 5,531 | $372.4K | 0.01% | +461+9.1% | Added |