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 |
|---|---|---|---|---|---|
| Ossiam | 1,461 | $98.4K | 0.00% | −145−9.0% | Reduced |
| CVA Family Office, LLC | 1,458 | $98.2K | 0.01% | −325−18.2% | Reduced |
| HM Payson & Co | 1,455 | $98.0K | 0.00% | −455−23.8% | Reduced |
| Flagship Wealth Advisors, LLC | 1,441 | $97.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,405 | $94.6K | 0.00% | −98−6.5% | Reduced |
| Ameriflex Group, Inc. | 1,352 | $91.0K | 0.05% | −720−34.7% | Reduced |
| GoalVest Advisory LLC | 1,347 | $90.7K | 0.02% | +366+37.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $88.3K | 0.01% | −23−1.7% | Reduced |
| Anchor Investment Management, LLC | 1,296 | $87.3K | 0.01% | +450+53.2% | Added |
| Holos Integrated Wealth LLC | 1,249 | $85.0K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,253 | $84.4K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,251 | $84.2K | 0.00% | −1,536−55.1% | Reduced |
| True Wealth Design, LLC | 1,245 | $83.8K | 0.02% | +139+12.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,226 | $82.6K | 0.02% | +1+0.1% | Added |
| Quent Capital, LLC | 1,176 | $79.2K | 0.01% | −48−3.9% | Reduced |
| Washington Trust Advisors, Inc. | 1,129 | $76.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,129 | $76.0K | 0.00% | +832+280.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,119 | $75.4K | 0.00% | +1,054+1,621.5% | Added |
| Intact Investment Management Inc. | 1,100 | $74.1K | 0.00% | +1,100 | New |
| First Community Trust NA | 1,080 | $72.7K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,042 | $70.2K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 1,009 | $67.9K | 0.04% | +66+7.0% | Added |
| Board of the Pension Protection Fund | 1,000 | $67.3K | 0.06% | +1,000 | New |
| Bullock Wealth Management Group | 983 | $66.2K | 0.03% | +11+1.1% | Added |
| Bogart Wealth, LLC | 969 | $65.2K | 0.00% | +34+3.6% | Added |
| SJS Investment Consulting Inc. | 950 | $64.0K | 0.01% | +400+72.7% | Added |
| Sentry Investment Management LLC | 935 | $63.0K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 916 | $61.7K | 0.00% | +51+5.9% | Added |
| CoreFirst Bank & Trust | 907 | $61.1K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 900 | $60.6K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 900 | $60.6K | 0.04% | +900 | New |
| City Holding Co | 885 | $59.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $58.9K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 871 | $58.7K | 0.00% | +55+6.7% | Added |
| Virtus ETF Advisers LLC | 868 | $58.4K | 0.03% | +268+44.7% | Added |
| Aster Capital Management (DIFC) Ltd | 856 | $57.6K | 0.03% | +856 | New |
| Beaird Harris Wealth Management, LLC | 850 | $57.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 827 | $55.7K | 0.02% | +137+19.9% | Added |
| TSFG, LLC | 795 | $54.0K | 0.01% | −140−15.0% | Reduced |
| Gould Capital, LLC | 800 | $53.9K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $53.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 785 | $52.9K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 771 | $51.9K | 0.00% | +771 | New |
| Trust Co | 765 | $51.5K | 0.00% | +765 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 734 | $49.4K | 0.07% | +26+3.7% | Added |
| Perkins Coie Trust Co | 734 | $49.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $49.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 718 | $48.3K | 0.00% | −3,610−83.4% | Reduced |
| Montag A & Associates Inc | 700 | $47.1K | 0.00% | −1,500−68.2% | Reduced |
| Peck Wealth Management, LLC | 697 | $46.9K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 672 | $45.2K | 0.00% | −223−24.9% | Reduced |
| Walleye Trading LLC | 654 | $44.0K | 0.00% | +654 | New |
| Broadwater Capital Management LLC | 620 | $41.7K | 0.03% | 00.0% | Unchanged |
| McMillan Office, Inc. | 611 | $41.1K | 0.00% | +611 | New |
| Bangor Savings Bank | 604 | $40.7K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 600 | $40.4K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $40.4K | 0.01% | +280+87.5% | Added |
| DV Trading LLC | 600 | $40.4K | 0.00% | +600 | New |
| Rossby Financial, LCC | 596 | $40.1K | 0.01% | +409+218.7% | Added |
| DT Investment Partners, LLC | 577 | $38.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 574 | $38.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 563 | $37.9K | 0.01% | −2,200−79.6% | Reduced |
| Clear Street Markets LLC | 557 | $37.5K | 0.01% | −84−13.1% | Reduced |
| Root Financial Partners, LLC | 538 | $36.2K | 0.00% | +179+49.9% | Added |
| MV Capital Management, Inc. | 534 | $36.0K | 0.00% | +2+0.4% | Added |
| Optiver Holding B.V. | 525 | $35.3K | 0.00% | +525 | New |
| Coston, McIsaac & Partners | 530 | $35.0K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 516 | $34.7K | 0.01% | +516 | New |
| Webster Bank, N. A. | 500 | $33.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $33.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 491 | $33.1K | 0.00% | +91+22.8% | Added |
| Independence Bank of Kentucky | 485 | $32.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $32.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 445 | $30.0K | 0.03% | +445 | New |
| Trust Co of Toledo NA | 441 | $29.7K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 428 | $28.8K | 0.03% | +428 | New |
| Godfrey Financial Associates, Inc. | 426 | $28.7K | 0.02% | +426 | New |
| Garton & Associates Financial Advisors LLC | 420 | $28.3K | 0.02% | +420 | New |
| Harel Insurance Investments & Financial Services Ltd. | 410 | $28.0K | 0.00% | +24+6.2% | Added |
| TFC Financial Management | 414 | $27.9K | 0.00% | +400+2,857.1% | Added |
| Activest Wealth Management | 390 | $26.3K | 0.00% | +374+2,337.5% | Added |
| HFM Investment Advisors, LLC | 376 | $25.3K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 372 | $25.0K | 0.01% | +372 | New |
| Covestor Ltd | 367 | $24.0K | 0.01% | −6−1.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 328 | $22.1K | 0.00% | +328 | New |
| Johnson Financial Group, Inc. | 324 | $21.8K | 0.00% | −141−30.3% | Reduced |
| First Command Advisory Services, Inc. | 314 | $21.1K | 0.00% | +52+19.8% | Added |
| Ogorek Anthony Joseph | 323 | $21.0K | 0.01% | −34−9.5% | Reduced |
| Delta Asset Management LLC | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $20.2K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 297 | $20.0K | 0.00% | +3+1.0% | Added |
| GW&K Investment Management, LLC | 298 | $20.0K | 0.00% | +11+3.8% | Added |
| Truvestments Capital LLC | 295 | $19.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 286 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 280 | $18.9K | 0.01% | −220−44.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $18.5K | 0.02% | −77−21.9% | Reduced |
| Geneos Wealth Management Inc. | 274 | $18.4K | 0.00% | −16−5.5% | Reduced |
| Capital Analysts, LLC | 266 | $18.0K | 0.00% | +266 | New |
| Cedar Mountain Advisors, LLC | 262 | $17.6K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 262 | $17.6K | 0.01% | 00.0% | Unchanged |