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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 144 | $9.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 139 | $10.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 147 | $10.2K | 0.00% | +110+297.3% | Added |
| Kemnay Advisory Services Inc. | 151 | $10.5K | 0.00% | +151 | New |
| Midwest Capital Advisors, LLC | 155 | $10.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $11.1K | 0.00% | −24−13.0% | Reduced |
| Paladin Advisory Group, LLC | 164 | $11.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 167 | $11.6K | 0.00% | +167 | New |
| Triumph Capital Management | 168 | $11.6K | 0.00% | +139+479.3% | Added |
| Fortitude Family Office, LLC | 169 | $11.7K | 0.00% | +105+164.1% | Added |
| JFS Wealth Advisors, LLC | 169 | $11.7K | 0.00% | +74+77.9% | Added |
| Pinnacle Bancorp, Inc. | 172 | $11.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 173 | $12.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 174 | $12.0K | 0.00% | −40−18.7% | Reduced |
| Atlas Capital Advisors LLC | 179 | $12.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 181 | $12.5K | 0.00% | −2−1.1% | Reduced |
| Red Tortoise LLC | 181 | $12.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 185 | $12.8K | 0.00% | −26−12.3% | Reduced |
| Bank of Jackson Hole Trust | 187 | $13.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 187 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 192 | $13.3K | 0.01% | +192 | New |
| City State Bank | 194 | $13.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $13.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 199 | $13.8K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 204 | $14.1K | 0.01% | −1,148−84.9% | Reduced |
| Financial Perspectives, Inc | 210 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bayban | 210 | $14.5K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 214 | $14.8K | 0.00% | +214 | New |
| Colonial Trust Co | 234 | $16.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 243 | $16.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $17.1K | 0.00% | −3−1.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 248 | $17.2K | 0.00% | +248 | New |
| North Star Investment Management Corp. | 250 | $17.3K | 0.00% | −621−71.3% | Reduced |
| Golden State Wealth Management, LLC | 251 | $17.4K | 0.00% | +6+2.4% | Added |
| Raleigh Capital Management Inc. | 254 | $17.6K | 0.01% | +5+2.0% | Added |
| Legacy Wealth Managment, LLC | 256 | $17.7K | 0.01% | +191+293.8% | Added |
| Bruce G. Allen Investments, LLC | 261 | $18.1K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 262 | $18.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 262 | $18.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 268 | $18.6K | 0.00% | +11+4.3% | Added |
| LRI Investments, LLC | 272 | $18.8K | 0.00% | +141+107.6% | Added |
| Capital Analysts, LLC | 269 | $19.0K | 0.00% | +3+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 286 | $19.8K | 0.00% | +31+12.2% | Added |
| Westside Investment Management, Inc. | 286 | $19.9K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 288 | $20.0K | 0.02% | +288 | New |
| Covestor Ltd | 300 | $20.0K | 0.01% | −67−18.3% | Reduced |
| Innovative Asset Advisors Group, LLC | 293 | $20.3K | 0.01% | +293 | New |
| WPG Advisers, LLC | 298 | $20.6K | 0.02% | +224+302.7% | Added |
| Delta Asset Management LLC | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $20.8K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 301 | $20.8K | 0.00% | +4+1.3% | Added |
| GW&K Investment Management, LLC | 297 | $21.0K | 0.00% | −1−0.3% | Reduced |
| Ogorek Anthony Joseph | 323 | $22.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 331 | $23.0K | 0.00% | +57+20.8% | Added |
| Napier Financial, LLC | 336 | $23.3K | 0.01% | +336 | New |
| First Command Advisory Services, Inc. | 347 | $24.0K | 0.00% | +33+10.5% | Added |
| Truvestments Capital LLC | 358 | $24.8K | 0.00% | +63+21.4% | Added |
| Lodestone Wealth Management LLC | 372 | $25.8K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 376 | $26.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $27.0K | 0.01% | −210−35.0% | Reduced |
| Activest Wealth Management | 393 | $27.2K | 0.00% | +3+0.8% | Added |
| Peck Wealth Management, LLC | 400 | $27.7K | 0.03% | −297−42.6% | Reduced |
| Oakworth Capital, Inc. | 400 | $27.7K | 0.00% | −91−18.5% | Reduced |
| TFC Financial Management | 414 | $28.7K | 0.00% | 00.0% | Unchanged |
| Trust Co | 415 | $28.8K | 0.00% | −350−45.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 425 | $29.4K | 0.00% | +97+29.6% | Added |
| RWM Asset Management, LLC | 425 | $29.4K | 0.00% | +425 | New |
| Godfrey Financial Associates, Inc. | 426 | $29.5K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 426 | $29.5K | 0.00% | −1,571−78.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 441 | $30.6K | 0.03% | −4−0.9% | Reduced |
| Trust Co of Toledo NA | 441 | $30.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 451 | $31.2K | 0.00% | −465−50.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 458 | $32.0K | 0.00% | +48+11.7% | Added |
| West Branch Capital LLC | 478 | $33.1K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $33.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $34.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 500 | $34.6K | 0.01% | +500 | New |
| Coston, McIsaac & Partners | 530 | $36.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 524 | $36.3K | 0.00% | +524 | New |
| Salem Investment Counselors Inc | 530 | $36.7K | 0.00% | +530 | New |
| MV Capital Management, Inc. | 533 | $36.9K | 0.00% | −1−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 570 | $39.5K | 0.00% | −681−54.4% | Reduced |
| Caldwell Trust Co | 574 | $39.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $40.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 600 | $41.6K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 620 | $41.7K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $41.8K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 611 | $42.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 661 | $45.8K | 0.00% | −11−1.6% | Reduced |
| TSFG, LLC | 670 | $46.0K | 0.01% | −125−15.7% | Reduced |
| Quent Capital, LLC | 693 | $48.0K | 0.00% | −483−41.1% | Reduced |
| Rossby Financial, LCC | 694 | $48.3K | 0.01% | +98+16.4% | Added |
| Montag A & Associates Inc | 700 | $48.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $48.6K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $49.1K | 0.07% | −26−3.5% | Reduced |
| Asset Dedication, LLC | 718 | $49.7K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $50.9K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 736 | $51.0K | 0.02% | +736 | New |