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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 4,711 | $326.4K | 0.00% | +1,712+57.1% | Added |
| Oxler Private Wealth LLC | 4,750 | $329.1K | 0.10% | +45+1.0% | Added |
| Clear Harbor Asset Management, LLC | 4,755 | $329.4K | 0.02% | +35+0.7% | Added |
| Harbour Investments, Inc. | 4,763 | $330.0K | 0.01% | +1,297+37.4% | Added |
| Change Path, LLC | 4,776 | $330.9K | 0.01% | +587+14.0% | Added |
| MJP Associates Inc | 4,782 | $331.3K | 0.04% | −10.0% | Reduced |
| Nwam LLC | 4,832 | $334.8K | 0.02% | +137+2.9% | Added |
| Sagespring Wealth Partners, LLC | 4,848 | $335.9K | 0.01% | +256+5.6% | Added |
| Nemes Rush Group LLC | 4,862 | $336.8K | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 4,867 | $337.2K | 0.00% | +1,282+35.8% | Added |
| Spinnaker Trust | 4,915 | $340.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,919 | $340.8K | 0.03% | +1,428+40.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,012 | $347.2K | 0.04% | −57−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 5,048 | $349.7K | 0.01% | +112+2.3% | Added |
| Retirement Planning Co of New England, Inc. | 5,084 | $352.2K | 0.14% | +488+10.6% | Added |
| Stratos Wealth Partners, LTD. | 5,171 | $358.3K | 0.00% | +699+15.6% | Added |
| Callan Family Office, LLC | 5,176 | $358.6K | 0.01% | −275−5.0% | Reduced |
| Maridea Wealth Management LLC | 5,184 | $359.1K | 0.05% | −1,545−23.0% | Reduced |
| Tocqueville Asset Management L.P. | 5,200 | $360.3K | 0.01% | −19−0.4% | Reduced |
| J. Safra Sarasin Holding AG | 5,246 | $363.4K | 0.01% | +244+4.9% | Added |
| Money Concepts Capital Corp | 5,286 | $366.2K | 0.02% | +109+2.1% | Added |
| Mather Group, LLC. | 5,288 | $366.4K | 0.00% | +451+9.3% | Added |
| International Private Wealth Advisors LLC | 5,296 | $366.9K | 0.22% | +704+15.3% | Added |
| Turning Point Benefit Group, Inc. | 5,340 | $370.8K | 0.24% | +65+1.2% | Added |
| Gen-Wealth Partners Inc | 5,386 | $373.1K | 0.12% | +73+1.4% | Added |
| Fisher Asset Management, LLC | 5,424 | $375.8K | 0.00% | −436−7.4% | Reduced |
| American State Bank (Iowa) | 5,436 | $376.6K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $376.9K | 0.18% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,514 | $382.0K | 0.00% | −489−8.1% | Reduced |
| Evoke Wealth, LLC | 5,539 | $383.8K | 0.01% | +1,378+33.1% | Added |
| Continuum Advisory, LLC | 5,541 | $383.9K | 0.04% | −267−4.6% | Reduced |
| NorthRock Partners, LLC | 5,546 | $384.3K | 0.01% | +1,227+28.4% | Added |
| Balyasny Asset Management LLC | 5,600 | $388.0K | 0.00% | −15−0.3% | Reduced |
| Fiduciary Trust Co | 5,609 | $388.6K | 0.00% | −2,056−26.8% | Reduced |
| Destination Wealth Management | 5,634 | $390.3K | 0.01% | +103+1.9% | Added |
| Kelly Financial Group LLC | 5,637 | $390.5K | 0.10% | −216−3.7% | Reduced |
| Meeder Advisory Services, Inc. | 5,656 | $391.8K | 0.02% | −186−3.2% | Reduced |
| Apella Capital, LLC | 5,686 | $393.8K | 0.01% | +1,236+27.8% | Added |
| Premier Path Wealth Partners, LLC | 5,697 | $394.7K | 0.05% | +2,202+63.0% | Added |
| Alan B. Lancz & Associates, Inc. | 5,733 | $397.2K | 0.39% | +1,700+42.2% | Added |
| Oslo Pensjonsforsikring AS | 5,734 | $397.3K | 0.06% | +5,734 | New |
| Advisor OS, LLC | 5,788 | $401.0K | 0.03% | +3+0.1% | Added |
| Watershed Asset Management, L.L.C. | 5,847 | $405.1K | 0.42% | +5,847 | New |
| Leslie Global Wealth, LLC | 5,848 | $405.1K | 0.21% | −1,226−17.3% | Reduced |
| Fiduciary Financial Group, LLC | 5,865 | $406.3K | 0.05% | −39−0.7% | Reduced |
| Partners Capital Investment Group, LLP | 5,927 | $410.6K | 0.02% | +5,927 | New |
| Camden Capital, LLC | 5,928 | $410.7K | 0.03% | +1,987+50.4% | Added |
| Brown Brothers Harriman & Co | 5,948 | $412.1K | 0.00% | +1,197+25.2% | Added |
| Modera Wealth Management, LLC | 5,985 | $414.6K | 0.00% | −640−9.7% | Reduced |
| Welch Group, LLC | 6,023 | $417.3K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6,080 | $421.2K | 0.03% | +30.0% | Added |
| Washington Trust Co | 6,115 | $423.6K | 0.01% | +130+2.2% | Added |
| Sigma Planning Corp | 6,149 | $426.0K | 0.01% | +2,074+50.9% | Added |
| Savior LLC | 6,150 | $426.1K | 1.52% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,161 | $426.8K | 0.01% | −759−11.0% | Reduced |
| Rockland Trust Co | 6,168 | $427.3K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 6,195 | $429.2K | 0.00% | +6,195 | New |
| Rothschild Investment LLC | 6,201 | $429.6K | 0.02% | +2,644+74.3% | Added |
| TCW Group Inc | 6,203 | $429.7K | 0.00% | +679+12.3% | Added |
| Atomi Financial Group, Inc. | 6,215 | $430.5K | 0.01% | +134+2.2% | Added |
| IHT Wealth Management, LLC | 6,215 | $430.5K | 0.01% | +1,106+21.6% | Added |
| Advisors Capital Management, LLC | 6,214 | $430.5K | 0.01% | +652+11.7% | Added |
| GTS Securities LLC | 6,219 | $430.9K | 0.02% | +2,052+49.2% | Added |
| Everence Capital Management Inc | 6,247 | $433.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,273 | $434.6K | 0.01% | −6,527−51.0% | Reduced |
| Huber Capital Management LLC | 6,273 | $434.6K | 0.07% | −2,643−29.6% | Reduced |
| Welch & Forbes LLC | 6,298 | $436.3K | 0.01% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 6,343 | $439.5K | 0.24% | +6+0.1% | Added |
| Wedbush Securities Inc | 6,440 | $446.0K | 0.01% | +1,901+41.9% | Added |
| Aprio Wealth Management, LLC | 6,489 | $449.5K | 0.02% | +2,447+60.5% | Added |
| Brasada Capital Management, LP | 6,515 | $452.4K | 0.08% | +6,515 | New |
| Avidian Wealth Solutions, LLC | 6,544 | $453.3K | 0.01% | −189−2.8% | Reduced |
| Capula Management Ltd | 6,572 | $455.3K | 0.00% | −540−7.6% | Reduced |
| Synergy Financial Management, LLC | 6,593 | $456.8K | 0.05% | +885+15.5% | Added |
| Old North State Wealth Management, LLC | 6,638 | $460.2K | 0.21% | +226+3.5% | Added |
| Anchor Capital Advisors LLC | 6,664 | $461.7K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,701 | $464.2K | 0.01% | +1,536+29.7% | Added |
| Krilogy Financial LLC | 6,933 | $479.6K | 0.02% | +685+11.0% | Added |
| EverSource Wealth Advisors, LLC | 6,941 | $480.9K | 0.01% | +2,340+50.9% | Added |
| Tema ETFs LLC | 6,943 | $481.0K | 0.03% | +35+0.5% | Added |
| Sivia Capital Partners, LLC | 6,956 | $481.9K | 0.09% | +2,667+62.2% | Added |
| RMB Capital Management, LLC | 6,972 | $483.0K | 0.01% | +6,972 | New |
| Parcion Private Wealth LLC | 6,973 | $483.1K | 0.03% | +1,095+18.6% | Added |
| Sachetta, LLC | 7,040 | $487.7K | 0.26% | +320+4.8% | Added |
| Sentinel Pension Advisors Inc | 7,088 | $491.1K | 0.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 7,166 | $496.5K | 0.01% | +2,555+55.4% | Added |
| Drucker Wealth 3.0, LLC | 7,217 | $500.0K | 0.09% | −232−3.1% | Reduced |
| BKD Wealth Advisors, LLC | 7,243 | $501.8K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 7,310 | $506.4K | 0.34% | +6,410+712.2% | Added |
| Contravisory Investment Management, Inc. | 7,339 | $508.4K | 0.10% | −94−1.3% | Reduced |
| Seeds Investor LLC | 7,374 | $508.9K | 0.07% | +850+13.0% | Added |
| AlphaStar Capital Management, LLC | 7,428 | $514.6K | 0.04% | −2,182−22.7% | Reduced |
| CenterStar Asset Management, LLC | 7,439 | $515.3K | 0.50% | +7,439 | New |
| Glenview Trust Co | 7,441 | $515.5K | 0.01% | −679−8.4% | Reduced |
| Pensionmark Financial Group, LLC | 7,464 | $517.1K | 0.01% | −100−1.3% | Reduced |
| Valley Brook Capital Group | 7,528 | $521.5K | 0.35% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 7,531 | $521.7K | 0.02% | −111−1.5% | Reduced |
| CIBC World Markets Inc. | 7,545 | $522.7K | 0.00% | +2,350+45.2% | Added |
| Bahl & Gaynor Inc | 7,598 | $526.4K | 0.00% | −28−0.4% | Reduced |
| Evolve Private Wealth, LLC | 7,623 | $528.1K | 0.03% | +1,401+22.5% | Added |