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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 3,788 | $255.1K | 0.00% | −175−4.4% | Reduced |
| Quadcap Wealth Management, LLC | 3,783 | $254.7K | 0.03% | +61+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,771 | $253.9K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,723 | $250.7K | 0.02% | +24+0.6% | Added |
| Thomasville National Bank | 3,711 | $249.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 3,671 | $247.2K | 0.00% | +2+0.1% | Added |
| Azimuth Capital Investment Management LLC | 3,657 | $246.2K | 0.01% | +500+15.8% | Added |
| Checchi Capital Advisers, LLC | 3,646 | $245.5K | 0.02% | +32+0.9% | Added |
| Berkshire Bank | 3,610 | $243.1K | 0.05% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,609 | $243.0K | 0.09% | +3,609 | New |
| LGT Group Foundation | 3,585 | $242.2K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,567 | $240.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,557 | $239.5K | 0.01% | −104−2.8% | Reduced |
| FIL Ltd | 3,551 | $239.1K | 0.00% | +601+20.4% | Added |
| PDS Planning, Inc | 3,547 | $238.8K | 0.02% | −53−1.5% | Reduced |
| Sterling Investment Counsel, LLC | 4,150 | $238.3K | 0.07% | +4,150 | New |
| Cadence Wealth Management LLC | 3,522 | $237.1K | 0.11% | +10.0% | Added |
| Polaris Investment Advisors, LLC | 3,516 | $236.7K | 0.17% | +3,516 | New |
| Addison Advisors LLC | 3,505 | $236.0K | 0.05% | +96+2.8% | Added |
| Axxcess Wealth Management, LLC | 3,496 | $235.4K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,495 | $235.3K | 0.03% | +3,495 | New |
| Versant Capital Management, Inc | 3,491 | $235.0K | 0.03% | +539+18.3% | Added |
| Charter Oak Capital Management, LLC | 3,477 | $234.1K | 0.02% | +3,477 | New |
| Ameritas Investment Partners, Inc. | 3,468 | $233.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,466 | $233.4K | 0.00% | +3,012+663.4% | Added |
| Exencial Wealth Advisors, LLC | 3,458 | $232.8K | 0.01% | +185+5.7% | Added |
| Sterling Financial Planning, Inc. | 3,452 | $232.4K | 0.07% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $232.4K | 0.17% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,447 | $232.1K | 0.00% | +231+7.2% | Added |
| IFP Advisors, Inc | 3,428 | $230.8K | 0.01% | +336+10.9% | Added |
| QTR Family Wealth, LLC | 3,298 | $228.6K | 0.10% | +223+7.3% | Added |
| Prelude Capital Management, LLC | 3,373 | $227.1K | 0.02% | +3,373 | New |
| First Growth Capital LLC | 3,220 | $226.1K | 0.20% | +3,220 | New |
| CX Institutional | 3,361 | $226.0K | 0.01% | +433+14.8% | Added |
| Frank, Rimerman Advisors LLC | 3,345 | $225.2K | 0.01% | −95−2.8% | Reduced |
| Cbre Clarion Securities LLC | 3,337 | $224.7K | 0.00% | −1,494−30.9% | Reduced |
| Sepio Capital, LP | 3,333 | $224.4K | 0.01% | +3,333 | New |
| Bryn Mawr Trust Co | 3,329 | $224.1K | 0.01% | −19−0.6% | Reduced |
| Cypress Wealth Services, LLC | 3,329 | $224.1K | 0.03% | −14−0.4% | Reduced |
| Cidel Asset Management Inc | 3,327 | $224.0K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,325 | $223.9K | 0.01% | +3,325 | New |
| Jackson Thornton Asset Management, LLC | 3,290 | $221.8K | 0.02% | +3,290 | New |
| Patton Fund Management, Inc. | 3,284 | $221.1K | 0.03% | −522−13.7% | Reduced |
| Ancora Advisors, LLC | 3,257 | $219.3K | 0.00% | +963+42.0% | Added |
| Clarius Group, LLC | 3,235 | $217.8K | 0.01% | +3+0.1% | Added |
| Cornerstone Wealth Group, LLC | 3,234 | $217.7K | 0.01% | +3,234 | New |
| Cary Street Partners Financial LLC | 3,225 | $217.1K | 0.01% | −12−0.4% | Reduced |
| Diversified Enterprises, LLC | 3,224 | $217.1K | 0.01% | +3,224 | New |
| Redhawk Wealth Advisors, Inc. | 3,198 | $215.3K | 0.02% | −73−2.2% | Reduced |
| PCM Encore, LLC | 3,170 | $213.4K | 0.05% | +3,170 | New |
| Milestone Asset Management Group, LLC | 3,161 | $212.8K | 0.12% | +3,161 | New |
| FC Advisory LLC | 3,153 | $212.3K | 0.06% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,153 | $212.3K | 0.01% | −265−7.8% | Reduced |
| ORG Partners LLC | 3,109 | $209.2K | 0.04% | +87+2.9% | Added |
| Cascade Financial Partners, LLC | 3,099 | $208.7K | 0.02% | +3,099 | New |
| MAI Capital Management | 3,084 | $207.6K | 0.00% | −236−7.1% | Reduced |
| CFS Investment Advisory Services, LLC | 3,084 | $207.6K | 0.02% | −8−0.3% | Reduced |
| Midwest Trust Co | 3,079 | $207.3K | 0.00% | −14−0.5% | Reduced |
| Fiduciary Alliance LLC | 3,064 | $206.3K | 0.01% | −50−1.6% | Reduced |
| Investment Advisory Group, LLC | 3,046 | $205.1K | 0.05% | −334−9.9% | Reduced |
| Monument Capital Management | 3,033 | $204.2K | 0.05% | +3,033 | New |
| Alliance Wealth Advisors, LLC | 3,032 | $204.1K | 0.10% | +67+2.3% | Added |
| Econ Financial Services Corp | 3,029 | $204.0K | 0.10% | +33+1.1% | Added |
| Means Investment Co., Inc. | 3,010 | $202.7K | 0.02% | +21+0.7% | Added |
| Hardman Johnston Global Advisors LLC | 3,000 | $202.0K | 0.01% | 00.0% | Unchanged |
| U S Global Investors Inc | 3,000 | $202.0K | 0.02% | +3,000 | New |
| Gateway Investment Advisers LLC | 2,999 | $201.9K | 0.00% | +2,999 | New |
| Hantz Financial Services, Inc. | 2,957 | $199.0K | 0.00% | +1,563+112.1% | Added |
| Private Trust Co NA | 2,760 | $185.8K | 0.02% | +309+12.6% | Added |
| Whittier Trust Co | 2,750 | $185.4K | 0.00% | −935−25.4% | Reduced |
| Trust Co of Vermont | 2,729 | $183.7K | 0.01% | +3+0.1% | Added |
| Parkside Financial Bank & Trust | 2,703 | $182.0K | 0.01% | +393+17.0% | Added |
| Richardson Financial Services Inc. | 2,662 | $179.2K | 0.11% | +640+31.7% | Added |
| Smartleaf Asset Management LLC | 2,645 | $178.7K | 0.01% | +318+13.7% | Added |
| NBT Bank N A | 2,600 | $175.1K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $175.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,480 | $167.0K | 0.02% | +1,312+112.3% | Added |
| Virtus Investment Advisers, Inc. | 2,462 | $165.8K | 0.05% | +2,462 | New |
| Private Wealth Asset Management, LLC | 2,458 | $165.5K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,360 | $158.9K | 0.01% | −2−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,316 | $155.9K | 0.04% | −350−13.1% | Reduced |
| Essential Partners LLC | 2,230 | $150.1K | 0.05% | −894−28.6% | Reduced |
| Basecamp Wealth Advisors LLC | 2,185 | $147.1K | 0.03% | +2,185 | New |
| Medallion Wealth Advisors, LLC | 2,127 | $143.2K | 0.05% | −258−10.8% | Reduced |
| Centaurus Financial, Inc. | 2,068 | $139.0K | 0.01% | −1,984−49.0% | Reduced |
| Cape Investment Advisory, Inc. | 2,045 | $137.7K | 0.04% | +224+12.3% | Added |
| CoreCap Advisors, LLC | 2,025 | $136.3K | 0.00% | −134−6.2% | Reduced |
| AdvisorNet Financial, Inc | 1,997 | $134.4K | 0.01% | +52+2.7% | Added |
| Hughes Financial Services, LLC | 1,837 | $123.7K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,832 | $123.3K | 0.02% | +1,832 | New |
| Umb Bank N A | 1,829 | $123.1K | 0.00% | +345+23.2% | Added |
| Cornerstone Planning Group LLC | 1,742 | $121.8K | 0.02% | −7−0.4% | Reduced |
| Clearstead Advisors, LLC | 1,772 | $119.3K | 0.00% | −654−27.0% | Reduced |
| Massmutual Trust Co FSB | 1,705 | $114.8K | 0.00% | +4+0.2% | Added |
| Smithfield Trust Co | 1,673 | $113.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,653 | $111.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,648 | $111.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,554 | $104.6K | 0.01% | −512−24.8% | Reduced |
| Vision Financial Markets LLC | 1,506 | $101.4K | 0.10% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,482 | $99.8K | 0.01% | 00.0% | Unchanged |