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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 781 | $54.1K | 0.01% | +281+56.2% | Added |
| Glass Jacobson Investment Advisors llc | 787 | $54.5K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 800 | $55.4K | 0.05% | −200−20.0% | Reduced |
| Gould Capital, LLC | 800 | $55.4K | 0.03% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 806 | $55.8K | 0.01% | +806 | New |
| Key Capital Management, INC | 827 | $57.3K | 0.04% | +399+93.2% | Added |
| Beaird Harris Wealth Management, LLC | 850 | $58.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 868 | $60.1K | 0.00% | −6,126−87.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 874 | $60.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 885 | $61.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 900 | $62.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $62.8K | 0.03% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 982 | $68.0K | 0.04% | +982 | New |
| Bullock Wealth Management Group | 994 | $69.2K | 0.03% | +11+1.1% | Added |
| Bogart Wealth, LLC | 1,011 | $70.1K | 0.00% | +42+4.3% | Added |
| Onefund, LLC | 1,030 | $71.7K | 0.05% | +21+2.1% | Added |
| Cromwell Holdings LLC | 1,053 | $73.0K | 0.04% | +11+1.1% | Added |
| First Community Trust NA | 1,080 | $74.8K | 0.06% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,100 | $76.2K | 0.01% | −732−40.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,110 | $77.1K | 0.00% | −9−0.8% | Reduced |
| Bayforest Capital Ltd | 1,123 | $77.8K | 0.09% | +1,123 | New |
| Cary Street Partner Investment Advisory LLC | 1,136 | $78.7K | 0.02% | +309+37.4% | Added |
| Washington Trust Advisors, Inc. | 1,141 | $79.0K | 0.01% | +12+1.1% | Added |
| Root Financial Partners, LLC | 1,157 | $80.2K | 0.00% | +619+115.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,306 | $81.1K | 0.03% | +450+52.6% | Added |
| Zions Bancorporation, National Association | 1,206 | $83.6K | 0.01% | +77+6.8% | Added |
| SJS Investment Consulting Inc. | 1,209 | $83.8K | 0.01% | +259+27.3% | Added |
| Holos Integrated Wealth LLC | 1,249 | $86.8K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $90.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,441 | $91.7K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,347 | $93.3K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,360 | $94.2K | 0.03% | +115+9.2% | Added |
| Y.D. More Investments Ltd | 1,365 | $94.6K | 0.00% | −189−12.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,382 | $95.7K | 0.03% | +597+76.1% | Added |
| TD Private Client Wealth LLC | 1,443 | $100.0K | 0.00% | +38+2.7% | Added |
| HM Payson & Co | 1,455 | $100.8K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,482 | $102.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,488 | $103.1K | 0.01% | −160−9.7% | Reduced |
| Vision Financial Markets LLC | 1,506 | $104.3K | 0.10% | 00.0% | Unchanged |
| Ossiam | 1,568 | $108.6K | 0.00% | +107+7.3% | Added |
| Robbins Farley LLC | 1,569 | $108.7K | 0.05% | +1,444+1,155.2% | Added |
| Massmutual Trust Co FSB | 1,594 | $110.4K | 0.00% | −111−6.5% | Reduced |
| GHP Investment Advisors, Inc. | 1,653 | $114.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,653 | $114.5K | 0.03% | +1,653 | New |
| Smithfield Trust Co | 1,673 | $116.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,687 | $116.9K | 0.01% | +229+15.7% | Added |
| Cornerstone Planning Group LLC | 1,768 | $121.8K | 0.02% | +26+1.5% | Added |
| Hughes Financial Services, LLC | 1,839 | $127.4K | 0.02% | +2+0.1% | Added |
| Umb Bank N A | 1,851 | $128.2K | 0.00% | +22+1.2% | Added |
| CoreCap Advisors, LLC | 2,047 | $141.9K | 0.00% | +22+1.1% | Added |
| Bryn Mawr Trust Co | 2,050 | $142.0K | 0.00% | −1,279−38.4% | Reduced |
| Centaurus Financial, Inc. | 2,068 | $143.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,168 | $150.2K | 0.01% | −535−19.8% | Reduced |
| Optiver Holding B.V. | 2,205 | $152.8K | 0.01% | +1,680+320.0% | Added |
| Basecamp Wealth Advisors LLC | 2,275 | $157.6K | 0.03% | +90+4.1% | Added |
| Whittier Trust Co | 2,288 | $158.9K | 0.00% | −462−16.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,316 | $160.5K | 0.04% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 2,333 | $161.2K | 0.00% | +2,333 | New |
| Manchester Capital Management LLC | 2,370 | $164.2K | 0.02% | −110−4.4% | Reduced |
| NBC Securities, Inc. | 2,375 | $164.5K | 0.01% | +15+0.6% | Added |
| Quarry LP | 2,397 | $166.1K | 0.03% | +1,834+325.8% | Added |
| Private Wealth Asset Management, LLC | 2,458 | $170.3K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,546 | $176.4K | 0.01% | +1,250+96.5% | Added |
| NBT Bank N A | 2,600 | $180.1K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $180.1K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 2,609 | $180.8K | 0.00% | −942−26.5% | Reduced |
| Medallion Wealth Advisors, LLC | 2,628 | $182.1K | 0.06% | +501+23.6% | Added |
| Richardson Financial Services Inc. | 2,682 | $185.8K | 0.12% | +20+0.8% | Added |
| Smartleaf Asset Management LLC | 2,724 | $186.4K | 0.01% | +79+3.0% | Added |
| Private Trust Co NA | 2,777 | $192.4K | 0.02% | +17+0.6% | Added |
| Virtus Investment Advisers, Inc. | 2,783 | $192.8K | 0.05% | +321+13.0% | Added |
| Exchange Bank | 2,889 | $200.2K | 0.14% | +2,889 | New |
| Optimize Financial Inc | 2,914 | $201.9K | 0.10% | +2,914 | New |
| ClearAlpha Technologies LP | 2,916 | $202.0K | 0.42% | +2,916 | New |
| Platform Technology Partners | 2,927 | $202.8K | 0.04% | +2,927 | New |
| Investment Advisory Group, LLC | 2,981 | $206.5K | 0.05% | −65−2.1% | Reduced |
| Journey Strategic Wealth LLC | 2,982 | $206.6K | 0.01% | +2,982 | New |
| Berkshire Bank | 3,008 | $208.4K | 0.04% | −602−16.7% | Reduced |
| Mutual Advisors, LLC | 3,015 | $208.9K | 0.00% | +3,015 | New |
| Groupama Asset Managment | 3,020 | $209.2K | 0.00% | −913−23.2% | Reduced |
| Baron Wealth Management LLC | 3,032 | $210.1K | 0.06% | +3,032 | New |
| Ancora Advisors, LLC | 3,039 | $210.5K | 0.00% | −218−6.7% | Reduced |
| Alliance Wealth Advisors, LLC | 3,048 | $211.2K | 0.10% | +16+0.5% | Added |
| Fiduciary Alliance LLC | 3,080 | $211.8K | 0.01% | +16+0.5% | Added |
| Econ Financial Services Corp | 3,064 | $212.3K | 0.10% | +35+1.2% | Added |
| Essential Partners LLC | 3,068 | $212.6K | 0.07% | +838+37.6% | Added |
| German American Bancorp, Inc. | 3,081 | $213.5K | 0.02% | +3,081 | New |
| Monument Capital Management | 3,083 | $213.6K | 0.05% | +50+1.6% | Added |
| CFS Investment Advisory Services, LLC | 3,101 | $214.7K | 0.01% | +17+0.6% | Added |
| Cornerstone Wealth Group, LLC | 3,224 | $215.4K | 0.01% | −10−0.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,137 | $217.4K | 0.06% | +1,911+155.9% | Added |
| Summitry LLC | 3,153 | $218.4K | 0.01% | +3,153 | New |
| FC Advisory LLC | 3,153 | $218.5K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,157 | $218.7K | 0.00% | +3,157 | New |
| Milestone Asset Management Group, LLC | 3,161 | $219.0K | 0.13% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 3,199 | $221.6K | 0.09% | +3,199 | New |
| Venturi Wealth Management, LLC | 3,212 | $222.5K | 0.01% | −1,194−27.1% | Reduced |
| Midwest Trust Co | 3,217 | $222.9K | 0.00% | +138+4.5% | Added |
| Capital Performance Advisors LLP | 3,221 | $223.2K | 0.01% | +3,221 | New |
| Redhawk Wealth Advisors, Inc. | 3,222 | $223.3K | 0.02% | +24+0.8% | Added |