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 |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 7,647 | $529.8K | 0.07% | +1,258+19.7% | Added |
| Pallas Capital Advisors LLC | 7,647 | $529.8K | 0.02% | −33−0.4% | Reduced |
| Chatham Capital Group, Inc. | 7,681 | $532.1K | 0.08% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 7,714 | $534.4K | 0.28% | −60−0.8% | Reduced |
| KCM Investment Advisors LLC | 7,742 | $536.4K | 0.02% | −4−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,756 | $537.3K | 0.01% | +100+1.3% | Added |
| Connecticut Wealth Management, LLC | 7,816 | $541.5K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 7,869 | $545.2K | 0.04% | +414+5.6% | Added |
| Huntington National Bank | 7,914 | $548.3K | 0.00% | −171−2.1% | Reduced |
| Martingale Asset Management L P | 7,932 | $549.5K | 0.01% | +3,663+85.8% | Added |
| RSM US Wealth Management LLC | 7,997 | $554.1K | 0.01% | +509+6.8% | Added |
| Hilltop Holdings Inc. | 8,006 | $554.6K | 0.05% | −4,583−36.4% | Reduced |
| We Are One Seven, LLC | 8,093 | $560.7K | 0.01% | +1,279+18.8% | Added |
| Baker Ellis Asset Management LLC | 8,107 | $561.7K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 8,117 | $562.3K | 0.03% | −447−5.2% | Reduced |
| Ameritas Advisory Services, LLC | 8,139 | $563.9K | 0.02% | −338−4.0% | Reduced |
| Daymark Wealth Partners, LLC | 8,191 | $567.5K | 0.02% | +2,653+47.9% | Added |
| Bryant Woods Investment Advisors, LLC | 8,360 | $579.2K | 0.21% | +8,360 | New |
| Valmark Advisers, Inc. | 8,375 | $580.2K | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 8,397 | $581.7K | 0.02% | +112+1.4% | Added |
| Brinker Capital Investments, LLC | 8,408 | $582.5K | 0.00% | −1,308−13.5% | Reduced |
| Ballentine Partners, LLC | 8,415 | $583.0K | 0.01% | +1,154+15.9% | Added |
| VestGen Advisors, LLC | 8,485 | $583.2K | 0.02% | +8,485 | New |
| Global X Japan Co., Ltd. | 8,421 | $583.4K | 0.03% | +525+6.6% | Added |
| Stevens Capital Management LP | 8,453 | $586.0K | 0.09% | +4,844+134.2% | Added |
| Vista Investment Partners LLC | 8,485 | $587.8K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 8,488 | $588.0K | 0.08% | −184−2.1% | Reduced |
| Holderness Investments Co | 8,517 | $590.1K | 0.12% | +1,790+26.6% | Added |
| Belpointe Asset Management LLC | 8,532 | $591.1K | 0.02% | +78+0.9% | Added |
| Federated Hermes, Inc. | 8,548 | $592.2K | 0.00% | +2,462+40.5% | Added |
| SRS Capital Advisors, Inc. | 8,690 | $601.2K | 0.02% | −3,140−26.5% | Reduced |
| Greenleaf Trust | 8,683 | $601.6K | 0.01% | −112−1.3% | Reduced |
| Creative Financial Designs Inc | 8,724 | $604.4K | 0.04% | −3,413−28.1% | Reduced |
| Inscription Capital, LLC | 8,754 | $606.5K | 0.06% | +250+2.9% | Added |
| TCG Advisory Services, LLC | 8,761 | $607.0K | 0.01% | +4,189+91.6% | Added |
| Voya Financial Advisors, Inc. | 8,986 | $607.3K | 0.06% | +37+0.4% | Added |
| Regions Financial Corp | 8,786 | $608.7K | 0.00% | −22−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,828 | $611.6K | 0.01% | −10.0% | Reduced |
| Finer Wealth Management, Inc. | 8,838 | $612.3K | 0.31% | +149+1.7% | Added |
| Armstrong Advisory Group, Inc | 8,853 | $613.3K | 0.04% | +17+0.2% | Added |
| New England Capital Financial Advisors LLC | 8,854 | $613.4K | 0.17% | −60−0.7% | Reduced |
| Diversified Management Inc | 8,908 | $617.1K | 0.11% | +8,908 | New |
| Boothbay Fund Management, LLC | 8,925 | $618.3K | 0.01% | +8,925 | New |
| STRS Ohio | 8,982 | $622.3K | 0.00% | +85+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 9,037 | $626.1K | 0.01% | +32+0.4% | Added |
| SEB Asset Management AB | 9,105 | $630.8K | 0.00% | +9,105 | New |
| Central Pacific Bank - Trust Division | 9,142 | $633.4K | 0.08% | +142+1.6% | Added |
| Golden State Equity Partners | 9,165 | $635.0K | 0.05% | +3,918+74.7% | Added |
| Tableaux LLC | 9,218 | $638.6K | 0.31% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9,250 | $640.8K | 0.01% | +4,258+85.3% | Added |
| MAI Capital Management | 9,259 | $641.5K | 0.00% | +6,175+200.2% | Added |
| Paradigm Financial Partners, LLC | 9,262 | $641.7K | 0.12% | −1,264−12.0% | Reduced |
| Live Oak Private Wealth LLC | 9,265 | $641.9K | 0.09% | +117+1.3% | Added |
| V-Square Quantitative Management LLC | 9,272 | $642.4K | 0.07% | −24−0.3% | Reduced |
| ORG Wealth Partners, LLC | 9,298 | $644.2K | 0.13% | −578−5.9% | Reduced |
| MONECO Advisors, LLC | 9,391 | $650.6K | 0.05% | +125+1.3% | Added |
| First Manhattan Co | 9,396 | $651.0K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 9,426 | $654.9K | 0.02% | +1,851+24.4% | Added |
| Evergreen Capital Management LLC | 9,495 | $657.8K | 0.01% | +682+7.7% | Added |
| BetterWealth, LLC | 9,499 | $658.1K | 0.13% | −6,000−38.7% | Reduced |
| Abel Hall, LLC | 9,546 | $661.3K | 0.14% | −2,241−19.0% | Reduced |
| Oppenheimer & Co Inc | 9,551 | $661.7K | 0.01% | +741+8.4% | Added |
| Brown Advisory Inc | 9,557 | $662.1K | 0.00% | +2,518+35.8% | Added |
| Quadrature Capital Ltd | 9,587 | $664.2K | 0.01% | +9,587 | New |
| Waddell & Associates, LLC | 9,635 | $667.5K | 0.04% | +9,635 | New |
| Claro Advisors LLC | 9,637 | $667.6K | 0.08% | −43−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,668 | $669.8K | 0.05% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 9,764 | $676.5K | 0.15% | +9,764 | New |
| Csenge Advisory Group | 9,887 | $685.0K | 0.03% | −464−4.5% | Reduced |
| Freestone Grove Partners LP | 9,913 | $686.8K | 0.00% | +9,913 | New |
| Amica Mutual Insurance Co | 9,930 | $688.0K | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,973 | $690.9K | 0.00% | −26−0.3% | Reduced |
| Visionary Horizons, LLC | 10,052 | $696.4K | 0.34% | +10,052 | New |
| Securian Asset Management, Inc | 10,087 | $698.8K | 0.03% | −100−1.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,188 | $705.8K | 0.03% | −765−7.0% | Reduced |
| Independent Advisor Alliance | 10,206 | $707.1K | 0.01% | −160−1.5% | Reduced |
| Elevated Capital Advisors, LLC | 10,292 | $713.0K | 0.18% | +10,292 | New |
| Voleon Capital Management LP | 10,304 | $713.9K | 0.02% | +1,275+14.1% | Added |
| WBI Investments | 10,362 | $717.9K | 0.20% | −9,983−49.1% | Reduced |
| Millington Securities, LLC | 10,362 | $717.9K | 0.20% | +10,362 | New |
| MUFG Securities Americas Inc. | 10,382 | $719.3K | 0.05% | +274+2.7% | Added |
| Centennial Wealth Advisory LLC | 10,395 | $720.3K | 0.17% | +1,502+16.9% | Added |
| Redwood Investment Management, LLC | 10,466 | $725.0K | 0.09% | −644−5.8% | Reduced |
| Coldstream Capital Management Inc | 10,505 | $727.7K | 0.01% | −163−1.5% | Reduced |
| Abacus Wealth Partners, LLC | 10,521 | $728.9K | 0.07% | +2,615+33.1% | Added |
| Panagora Asset Management Inc | 10,657 | $738.3K | 0.00% | −280−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 10,699 | $741.2K | 0.01% | −1,066−9.1% | Reduced |
| Keybank National Association | 10,727 | $743.2K | 0.00% | +2,637+32.6% | Added |
| North Dakota State Investment Board | 10,736 | $743.8K | 0.03% | −1,861−14.8% | Reduced |
| Flagship Harbor Advisors, LLC | 10,897 | $754.9K | 0.03% | −840−7.2% | Reduced |
| Bleakley Financial Group, LLC | 10,949 | $758.5K | 0.01% | +10,949 | New |
| Centerpoint Advisors, LLC | 10,983 | $761.0K | 0.25% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,020 | $763.4K | 0.01% | +1,292+13.3% | Added |
| Vise Technologies, Inc. | 11,413 | $768.5K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 11,275 | $785.3K | 0.01% | +404+3.7% | Added |
| Boston Common Asset Management, LLC | 11,403 | $790.0K | 0.05% | −431−3.6% | Reduced |
| SlateStone Wealth, LLC | 11,496 | $796.0K | 0.07% | +715+6.6% | Added |
| Navellier & Associates Inc | 11,524 | $798.4K | 0.08% | −21−0.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 11,540 | $799.5K | 0.03% | +2,960+34.5% | Added |
| Tower Research Capital LLC (TRC) | 11,576 | $802.0K | 0.02% | +4,237+57.7% | Added |