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 |
|---|---|---|---|---|---|
| Sandro Wealth Management LLC | 3,249 | $225.1K | 0.18% | +3,249 | New |
| Cary Street Partners Financial LLC | 3,256 | $225.6K | 0.01% | +31+1.0% | Added |
| Wealth Quarterback LLC | 3,286 | $227.7K | 0.09% | +3,286 | New |
| First Growth Capital LLC | 3,274 | $228.0K | 0.21% | +54+1.7% | Added |
| Resonant Capital Advisors, LLC | 3,296 | $228.3K | 0.01% | +143+4.5% | Added |
| Cypress Wealth Services, LLC | 3,305 | $229.0K | 0.03% | −24−0.7% | Reduced |
| Frank, Rimerman Advisors LLC | 3,354 | $232.4K | 0.02% | +9+0.3% | Added |
| Coastal Bridge Advisors, LLC | 3,360 | $232.8K | 0.02% | −1,457−30.2% | Reduced |
| Sepio Capital, LP | 3,361 | $232.8K | 0.01% | +28+0.8% | Added |
| CX Institutional | 3,369 | $233.0K | 0.01% | +8+0.2% | Added |
| Ameritas Investment Partners, Inc. | 3,365 | $233.1K | 0.01% | −103−3.0% | Reduced |
| Financial Engines Advisors L.L.C. | 3,389 | $234.8K | 0.00% | −477−12.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $239.1K | 0.18% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $239.2K | 0.07% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,454 | $239.3K | 0.05% | +3,454 | New |
| Diversified Enterprises, LLC | 3,457 | $239.5K | 0.01% | +233+7.2% | Added |
| Addison Advisors LLC | 3,462 | $239.8K | 0.05% | −43−1.2% | Reduced |
| Charter Oak Capital Management, LLC | 3,477 | $240.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,476 | $241.0K | 0.00% | +519+17.6% | Added |
| MQS Management LLC | 3,505 | $242.8K | 0.16% | +3,505 | New |
| Caxton Associates LLP | 3,505 | $242.8K | 0.01% | +3,505 | New |
| PDS Planning, Inc | 3,514 | $243.4K | 0.02% | −33−0.9% | Reduced |
| Polaris Investment Advisors, LLC | 3,516 | $243.6K | 0.18% | 00.0% | Unchanged |
| PCM Encore, LLC | 3,533 | $244.7K | 0.05% | +363+11.5% | Added |
| Essex Savings Bank | 3,537 | $245.0K | 0.05% | +3,537 | New |
| Cadence Wealth Management LLC | 3,540 | $245.2K | 0.10% | +18+0.5% | Added |
| Patton Fund Management, Inc. | 3,560 | $246.6K | 0.04% | +276+8.4% | Added |
| Cigna Investments Inc | 3,567 | $248.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,578 | $250.3K | 0.01% | +3,578 | New |
| Azimuth Capital Investment Management LLC | 3,657 | $253.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,669 | $254.2K | 0.01% | −2−0.1% | Reduced |
| Horizon Investment Services, LLC | 3,675 | $254.6K | 0.09% | −154−4.0% | Reduced |
| Davenport & Co LLC | 3,683 | $255.1K | 0.00% | −365−9.0% | Reduced |
| Sovran Advisors, LLC | 3,616 | $255.7K | 0.02% | −91−2.5% | Reduced |
| Parsons Capital Management Inc | 3,711 | $257.1K | 0.01% | +3,711 | New |
| Optas, LLC | 3,715 | $257.4K | 0.04% | +3,715 | New |
| Transcend Wealth Collective, LLC | 3,732 | $258.6K | 0.02% | +3,732 | New |
| Atlantic Union Bankshares Corp | 3,739 | $259.1K | 0.00% | −49−1.3% | Reduced |
| Qtron Investments LLC | 3,756 | $260.2K | 0.04% | −1,261−25.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,771 | $261.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,783 | $262.1K | 0.03% | −321−7.8% | Reduced |
| Quadcap Wealth Management, LLC | 3,803 | $263.5K | 0.03% | +20+0.5% | Added |
| IFP Advisors, Inc | 3,814 | $264.2K | 0.01% | +386+11.3% | Added |
| Red Door Wealth Management, LLC | 3,822 | $264.8K | 0.03% | +2+0.1% | Added |
| Cidel Asset Management Inc | 3,830 | $265.3K | 0.01% | +503+15.1% | Added |
| Mindset Wealth Management, LLC | 3,836 | $265.7K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,850 | $266.7K | 0.01% | +37+1.0% | Added |
| Banque Cantonale Vaudoise | 3,856 | $267.0K | 0.01% | +3,856 | New |
| Cozad Asset Management Inc | 3,864 | $267.7K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,875 | $268.5K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,053 | $272.9K | 0.04% | −199−4.7% | Reduced |
| Melfa Wealth Management, LLC | 3,941 | $273.0K | 0.16% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,942 | $273.1K | 0.00% | +495+14.4% | Added |
| Jackson Thornton Asset Management, LLC | 3,911 | $273.7K | 0.02% | +621+18.9% | Added |
| Simplicity Wealth,LLC | 3,953 | $273.9K | 0.02% | −95−2.3% | Reduced |
| Fortis Group Advisors, LLC | 3,891 | $275.1K | 0.05% | 00.0% | Unchanged |
| Viking Fund Management LLC | 4,000 | $277.1K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,001 | $277.2K | 0.05% | +132+3.4% | Added |
| Trueblood Wealth Management, LLC | 4,005 | $277.4K | 0.11% | −55−1.4% | Reduced |
| Fidelis Capital Partners, LLC | 4,014 | $278.1K | 0.02% | +291+7.8% | Added |
| Clearstead Advisors, LLC | 4,016 | $278.2K | 0.00% | +2,244+126.6% | Added |
| Charter Trust Co | 4,025 | $278.9K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,025 | $278.9K | 0.01% | +10+0.2% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,042 | $280.0K | 0.00% | +4,042 | New |
| Mirabella Financial Services LLP | 4,044 | $280.2K | 0.03% | −3,339−45.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,064 | $281.6K | 0.01% | +739+22.2% | Added |
| Sound Financial Strategies Group, LLC | 4,067 | $281.8K | 0.19% | −5,833−58.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,073 | $282.2K | 0.08% | −29−0.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,128 | $286.0K | 0.18% | +4,128 | New |
| Thrive Wealth Management, LLC | 4,155 | $287.9K | 0.04% | −1,288−23.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,170 | $288.9K | 0.05% | +4,170 | New |
| Kraematon Investment Advisors, Inc | 4,183 | $289.8K | 0.24% | +23+0.6% | Added |
| Gsa Capital Partners LLP | 4,207 | $291.0K | 0.02% | +4,207 | New |
| HBK Sorce Advisory LLC | 4,391 | $292.0K | 0.01% | −935−17.6% | Reduced |
| Beaumont Financial Advisors, LLC | 4,231 | $293.1K | 0.02% | −34−0.8% | Reduced |
| Cutler Capital Management, LLC | 4,247 | $294.2K | 0.08% | −2,500−37.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,250 | $294.4K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,251 | $294.5K | 0.01% | −384−8.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,259 | $295.1K | 0.02% | +61+1.5% | Added |
| Stablepoint Partners, LLC | 4,274 | $296.1K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,280 | $296.5K | 0.00% | +172+4.2% | Added |
| QTR Family Wealth, LLC | 4,303 | $296.9K | 0.12% | +1,005+30.5% | Added |
| Wealthspire Advisors, LLC | 4,303 | $298.1K | 0.00% | −2,420−36.0% | Reduced |
| Exencial Wealth Advisors, LLC | 4,336 | $300.4K | 0.01% | +878+25.4% | Added |
| Impact Capital Partners LLC | 4,395 | $304.5K | 0.09% | +44+1.0% | Added |
| Prospera Financial Services Inc | 4,396 | $304.8K | 0.00% | +48+1.1% | Added |
| Parallel Advisors, LLC | 4,424 | $306.5K | 0.01% | +554+14.3% | Added |
| Verity & Verity, LLC | 4,475 | $310.0K | 0.02% | −1,380−23.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,487 | $310.9K | 0.02% | +841+23.1% | Added |
| SageView Advisory Group, LLC | 4,507 | $312.2K | 0.01% | +11+0.2% | Added |
| Spire Wealth Management | 4,509 | $312.4K | 0.01% | −2,159−32.4% | Reduced |
| SC&H Financial Advisors, Inc. | 4,516 | $312.9K | 0.05% | +10.0% | Added |
| Sentinus, LLC | 4,530 | $313.8K | 0.03% | +4,530 | New |
| Shore Point Advisors, LLC | 4,542 | $314.7K | 0.12% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 4,563 | $316.1K | 0.18% | −15−0.3% | Reduced |
| Sterling Investment Counsel, LLC | 4,592 | $318.1K | 0.09% | +442+10.7% | Added |
| Larson Financial Group LLC | 4,601 | $318.7K | 0.01% | +301+7.0% | Added |
| Pinnacle Financial Partners, Inc. | 4,616 | $319.8K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,633 | $321.0K | 0.00% | −1,020−18.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,663 | $323.0K | 0.21% | +78+1.7% | Added |