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Livermore
Livermore
ZHEN

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, Q1 2026

Institutional positions in Eversource Energy as of Mar 31, 2026. 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
1,069
+57 vs. Q4 2025
Shares held
313.3M
+48.8M (+18.4%) vs. Q4 2025
Total value
$21.7B
+$3.88B (+21.8%) vs. Q4 2025
New holders
134
456 more added
Sold out
77
302 more reduced

19 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,069 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ1 2026: $21.7B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2025.

Institutions holding ES in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC6$00.00%00.0%Unchanged
Global Wealth Strategies & Associates1$370.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$840.00%00.0%Unchanged
Torren Management, LLC2$1180.00%−13−86.7%Reduced
Scarborough Advisors, LLC2$1390.00%00.0%Unchanged
3 Factor Indexing, LLC2$1390.00%+2New
Valued Wealth Advisors LLC2$1470.00%00.0%Unchanged
IMA Wealth, Inc.3$2070.00%00.0%Unchanged
Curio Wealth, LLC3$2080.00%+3New
Intentional Wealth Strategies, LLC3$2080.00%+3New
Davis Capital Management4$2770.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp4$2770.00%00.0%Unchanged
TopTier Wealth Management, LLC4$2770.00%+4New
Portus Wealth Advisors, LLC5$3460.00%+5New
Quaker Wealth Management, LLC5$3470.00%+1+25.0%Added
Seneschal Advisors, LLC6$4160.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.6$4160.00%+6New
First Horizon Corp7$4850.00%+7New
Retirement Wealth Solutions LLC7$4850.00%+7New
United Community Bank8$5540.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$6930.00%−115−92.0%Reduced
Aspect Partners, LLC10$6930.00%+10New
PlanVest Financial, Inc12$8310.00%+12New
Key Financial Inc13$9010.00%−9−40.9%Reduced
Bare Financial Services, Inc13$9010.00%00.0%Unchanged
Aventura Private Wealth, LLC14$9700.00%00.0%Unchanged
Phillip James Consulting Co.13$1.00K0.00%+13New
WestEnd Advisors, LLC15$1.04K0.00%00.0%Unchanged
Dunhill Financial, LLC15$1.06K0.00%00.0%Unchanged
Investors Portfolio Services LLC16$1.08K0.00%+1+6.7%Added
Principia Wealth Advisory, LLC18$1.25K0.00%+5+38.5%Added
American Capital Advisory, LLC18$1.25K0.00%+9+100.0%Added
Clark Wealth Partners19$1.32K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$1.39K0.00%00.0%Unchanged
IMG Wealth Management, Inc.22$1.52K0.00%−76−77.6%Reduced
Arlington Trust Co LLC22$1.52K0.00%+22New
Rialto Wealth Management, LLC22$1.52K0.00%+4+22.2%Added
Monetary Solutions, Ltd23$1.59K0.00%00.0%Unchanged
Signature Equity Partners, LLC25$1.71K0.00%+1+4.2%Added
TD Capital Management LLC25$1.73K0.00%00.0%Unchanged
MCF Advisors LLC26$1.80K0.00%−175−87.1%Reduced
Evolution Wealth Management Inc.27$1.87K0.00%+27New
Vermillion Wealth Management, Inc.28$1.94K0.00%+28New
Strive Financial Group ,LLC34$2.00K0.00%−24−41.4%Reduced
Penserra Capital Management LLC33$2.00K0.00%00.0%Unchanged
1015 Capital Partners, LLC29$2.01K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.29$2.01K0.01%+29New
Crewe Advisors LLC31$2.15K0.00%00.0%Unchanged
PFS Partners, LLC31$2.15K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.32$2.22K0.00%−3−8.6%Reduced
Pacifica Partners Inc.34$2.36K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC40$2.80K0.00%+40New
Stone House Investment Management, LLC41$2.84K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.41$2.84K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC44$3.05K0.00%+13+41.9%Added
Winch Advisory Services, LLC45$3.11K0.00%+1+2.3%Added
Dogwood Wealth Management LLC45$3.12K0.00%+27+150.0%Added
Community Financial Services Group, LLC45$3.13K0.00%+45New
First Pacific Financial46$3.19K0.00%+46New
Cornerstone Financial Management LLC50$3.46K0.00%00.0%Unchanged
Financial Consulate, Inc50$3.46K0.00%+37+284.6%Added
Bartlett & Co. Wealth Management LLC55$3.82K0.00%+2+3.8%Added
Johnson Financial Group, Inc.56$3.88K0.00%−268−82.7%Reduced
Financial Freedom, LLC56$3.91K0.00%+56New
Clayton Financial Group LLC60$4.16K0.00%00.0%Unchanged
Clear Street Markets LLC62$4.29K0.00%−495−88.9%Reduced
Burk Holdings LLC63$4.37K0.00%+63New
Abound Wealth Management63$4.38K0.00%−12−16.0%Reduced
Financial Management Professionals, Inc.67$4.64K0.00%−3−4.3%Reduced
Belvedere Trading LLC67$4.64K0.00%00.0%Unchanged
Synergy Investment Management, LLC68$4.71K0.00%+68New
SBI Securities Co., Ltd.72$4.99K0.00%−17−19.1%Reduced
Raffa Wealth Management, LLC74$5.13K0.00%+3+4.2%Added
Joseph Group Capital Management77$5.33K0.00%+77New
Cassaday & Co Wealth Management LLC77$5.33K0.00%+77New
Kings Path Partners LLC80$5.54K0.00%00.0%Unchanged
High Note Wealth, LLC82$5.68K0.00%+9+12.3%Added
BankPlus Trust Department84$5.82K0.00%−148−63.8%Reduced
Pin Oak Investment Advisors Inc83$6.00K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.87$6.02K0.00%00.0%Unchanged
Ankerstar Wealth, LLC99$6.86K0.01%00.0%Unchanged
Ares Financial Consulting, LLC99$6.89K0.01%00.0%Unchanged
Lavaca Capital LLC100$6.93K0.00%00.0%Unchanged
WealthCollab, LLC100$6.93K0.00%00.0%Unchanged
Avion Wealth109$7.00K0.00%00.0%Unchanged
Kilter Group LLC102$7.07K0.00%−2−1.9%Reduced
ZRC Wealth Management, LLC109$7.55K0.00%+37+51.4%Added
Bokf, NA111$7.69K0.00%+111New
Grove Bank & Trust112$7.76K0.00%00.0%Unchanged
Atlantic Trust, LLC114$7.90K0.00%−93−44.9%Reduced
Toth Financial Advisory Corp114$7.92K0.00%+2+1.8%Added
Strategic Wealth Partners, Ltd.116$8.03K0.00%+6+5.5%Added
Mark Sheptoff Financial Planning, LLC118$8.13K0.00%00.0%Unchanged
Westfuller Advisors, LLC122$8.47K0.00%+1+0.8%Added
MTM Investment Management, LLC126$8.73K0.00%00.0%Unchanged
MidFirst Bank127$8.80K0.00%+2+1.6%Added
Timothy G. Youngquist 2020 Irrevocable Trust131$9.08K0.00%+131New
Kingdom Financial Group LLC.133$9.21K0.00%+2+1.5%Added
Lloyd Advisory Services, LLC.133$9.21K0.00%+133New
UMA Financial Services, Inc.143$9.91K0.00%+16+12.6%Added