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 |
|---|---|---|---|---|---|
| TCW Group Inc | 5,524 | $371.9K | 0.00% | +5,524 | New |
| Callan Family Office, LLC | 5,451 | $367.0K | 0.01% | +643+13.4% | Added |
| Thrive Wealth Management, LLC | 5,443 | $366.5K | 0.05% | −8−0.1% | Reduced |
| Alpha Family Trust | 5,440 | $366.3K | 0.17% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $366.0K | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,326 | $358.8K | 0.01% | −4−0.1% | Reduced |
| Gen-Wealth Partners Inc | 5,313 | $357.7K | 0.11% | −2,120−28.5% | Reduced |
| Turning Point Benefit Group, Inc. | 5,275 | $355.2K | 0.19% | +421+8.7% | Added |
| Golden State Equity Partners | 5,247 | $353.3K | 0.06% | −1,272−19.5% | Reduced |
| FourThought Financial Partners, LLC | 5,246 | $353.2K | 0.03% | +5,246 | New |
| Tocqueville Asset Management L.P. | 5,219 | $351.4K | 0.01% | +2,019+63.1% | Added |
| Two Sigma Advisers, LP | 5,200 | $350.1K | 0.00% | +1,500+40.5% | Added |
| CIBC World Markets Inc. | 5,195 | $349.8K | 0.00% | −955−15.5% | Reduced |
| Money Concepts Capital Corp | 5,177 | $348.6K | 0.02% | +5,177 | New |
| Crestwood Advisors Group LLC | 5,165 | $347.8K | 0.01% | +5,165 | New |
| IHT Wealth Management, LLC | 5,109 | $344.0K | 0.01% | +99+2.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,069 | $341.3K | 0.04% | +15+0.3% | Added |
| Qtron Investments LLC | 5,017 | $337.8K | 0.04% | +5,017 | New |
| J. Safra Sarasin Holding AG | 5,002 | $336.8K | 0.01% | −18,903−79.1% | Reduced |
| Baker Avenue Asset Management, LP | 4,992 | $336.1K | 0.01% | +1,129+29.2% | Added |
| Gladstone Institutional Advisory LLC | 4,936 | $332.3K | 0.01% | +225+4.8% | Added |
| Spinnaker Trust | 4,915 | $330.9K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 4,695 | $328.8K | 0.02% | −2,481−34.6% | Reduced |
| Nemes Rush Group LLC | 4,862 | $327.4K | 0.03% | +3,962+440.2% | Added |
| Mather Group, LLC. | 4,837 | $325.7K | 0.00% | −180−3.6% | Reduced |
| Coastal Bridge Advisors, LLC | 4,817 | $324.3K | 0.02% | −250−4.9% | Reduced |
| Leo Wealth, LLC | 4,810 | $323.8K | 0.02% | +4,810 | New |
| MJP Associates Inc | 4,783 | $322.0K | 0.04% | −84−1.7% | Reduced |
| Brown Brothers Harriman & Co | 4,751 | $319.9K | 0.00% | +2,358+98.5% | Added |
| Clear Harbor Asset Management, LLC | 4,720 | $317.8K | 0.02% | +1,800+61.6% | Added |
| Oxler Private Wealth LLC | 4,705 | $316.8K | 0.09% | +43+0.9% | Added |
| Grimes & Company, Inc. | 4,635 | $312.1K | 0.01% | −125−2.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 4,616 | $310.8K | 0.00% | +4,616 | New |
| Citizens Financial Group Inc | 4,611 | $310.4K | 0.00% | −53−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,601 | $309.8K | 0.01% | −833−15.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,596 | $309.4K | 0.12% | +214+4.9% | Added |
| Sagespring Wealth Partners, LLC | 4,592 | $309.2K | 0.01% | +424+10.2% | Added |
| International Private Wealth Advisors LLC | 4,592 | $309.2K | 0.19% | +124+2.8% | Added |
| Patrick M Sweeney & Associates, Inc | 4,585 | $308.7K | 0.19% | +322+7.6% | Added |
| Aegis Wealth Management LLC | 4,578 | $308.2K | 0.17% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,572 | $307.8K | 0.01% | +754+19.7% | Added |
| Wedbush Securities Inc | 4,539 | $306.0K | 0.01% | +571+14.4% | Added |
| Shore Point Advisors, LLC | 4,542 | $305.9K | 0.13% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 4,515 | $304.0K | 0.05% | +20.0% | Added |
| SageView Advisory Group, LLC | 4,496 | $302.7K | 0.01% | −95−2.1% | Reduced |
| Formidable Asset Management, LLC | 4,252 | $302.5K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,472 | $301.1K | 0.00% | −36−0.8% | Reduced |
| Mach-1 Financial Group, Inc. | 4,460 | $300.3K | 0.06% | +4,460 | New |
| Miracle Mile Advisors, LLC | 4,454 | $299.9K | 0.00% | +90+2.1% | Added |
| Apella Capital, LLC | 4,450 | $299.6K | 0.01% | +84+1.9% | Added |
| Armistice Capital, LLC | 4,445 | $299.3K | 0.01% | +4,445 | New |
| Venturi Wealth Management, LLC | 4,406 | $296.7K | 0.01% | +644+17.1% | Added |
| Impact Capital Partners LLC | 4,351 | $293.0K | 0.09% | +28+0.6% | Added |
| Prospera Financial Services Inc | 4,348 | $293.0K | 0.00% | +1,020+30.6% | Added |
| NorthRock Partners, LLC | 4,319 | $290.8K | 0.00% | −7,242−62.6% | Reduced |
| Larson Financial Group LLC | 4,300 | $289.5K | 0.01% | +2,596+152.3% | Added |
| Sivia Capital Partners, LLC | 4,289 | $288.8K | 0.06% | −354−7.6% | Reduced |
| Stablepoint Partners, LLC | 4,274 | $287.8K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,269 | $287.4K | 0.01% | +19+0.4% | Added |
| Beaumont Financial Advisors, LLC | 4,265 | $287.2K | 0.02% | −1,202−22.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,250 | $286.2K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,198 | $282.7K | 0.01% | +190+4.7% | Added |
| Change Path, LLC | 4,189 | $282.1K | 0.01% | −103−2.4% | Reduced |
| GTS Securities LLC | 4,167 | $280.6K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,161 | $280.2K | 0.01% | +394+10.5% | Added |
| Kraematon Investment Advisors, Inc | 4,160 | $280.1K | 0.22% | +1,071+34.7% | Added |
| HighPoint Advisor Group LLC | 4,147 | $279.2K | 0.01% | −40−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 4,108 | $276.6K | 0.00% | +74+1.8% | Added |
| Catalyst Financial Partners LLC | 4,104 | $276.3K | 0.03% | +404+10.9% | Added |
| Beirne Wealth Consulting Services, LLC | 4,102 | $276.2K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,075 | $274.3K | 0.01% | +282+7.4% | Added |
| Trueblood Wealth Management, LLC | 4,060 | $273.3K | 0.11% | −406−9.1% | Reduced |
| Davenport & Co LLC | 4,048 | $272.6K | 0.00% | +615+17.9% | Added |
| Simplicity Wealth,LLC | 4,048 | $272.5K | 0.02% | −92−2.2% | Reduced |
| Aprio Wealth Management, LLC | 4,042 | $272.2K | 0.02% | +4,042 | New |
| Blueshift Asset Management, LLC | 4,036 | $271.7K | 0.08% | −2,805−41.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,033 | $271.5K | 0.24% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 4,031 | $271.4K | 0.09% | +4,031 | New |
| Charter Trust Co | 4,025 | $271.0K | 0.02% | −300−6.9% | Reduced |
| Hamilton Capital, LLC | 4,015 | $270.3K | 0.01% | +4,015 | New |
| Viking Fund Management LLC | 4,000 | $269.3K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,891 | $269.0K | 0.05% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,975 | $267.6K | 0.00% | +3,975 | New |
| Camden Capital, LLC | 3,941 | $265.4K | 0.02% | +3,941 | New |
| Melfa Wealth Management, LLC | 3,941 | $265.3K | 0.15% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,933 | $264.8K | 0.00% | −411−9.5% | Reduced |
| Quantbot Technologies LP | 3,931 | $264.7K | 0.01% | −61,350−94.0% | Reduced |
| Capstone Investment Advisors, LLC | 3,904 | $262.9K | 0.00% | −3,855−49.7% | Reduced |
| Tompkins Financial Corp | 3,875 | $260.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,870 | $260.6K | 0.00% | +234+6.4% | Added |
| Meeder Asset Management Inc | 3,870 | $260.6K | 0.01% | +3,687+2,014.8% | Added |
| Blue Fin Capital, Inc. | 3,869 | $260.5K | 0.04% | −261−6.3% | Reduced |
| Financial Engines Advisors L.L.C. | 3,866 | $260.3K | 0.00% | +376+10.8% | Added |
| Cozad Asset Management Inc | 3,864 | $260.2K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,845 | $258.9K | 0.00% | +300+8.5% | Added |
| Sovran Advisors, LLC | 3,707 | $258.3K | 0.02% | +851+29.8% | Added |
| Mindset Wealth Management, LLC | 3,836 | $258.3K | 0.07% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 3,829 | $257.9K | 0.09% | +257+7.2% | Added |
| Red Door Wealth Management, LLC | 3,820 | $257.2K | 0.03% | −5−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,813 | $256.7K | 0.01% | −117−3.0% | Reduced |