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 |
|---|---|---|---|---|---|
| Ellsworth Advisors, LLC | 21,877 | $1.52M | 0.28% | +2,126+10.8% | Added |
| Holocene Advisors, LP | 22,196 | $1.54M | 0.00% | −36,549−62.2% | Reduced |
| Polianta Ltd | 22,300 | $1.54M | 0.20% | +22,300 | New |
| Mizuho Securities USA LLC | 22,682 | $1.57M | 0.04% | −4,637−17.0% | Reduced |
| Howard Capital Management Inc. | 22,687 | $1.57M | 0.03% | +6,474+39.9% | Added |
| Metis Global Partners, LLC | 22,837 | $1.58M | 0.04% | −2,421−9.6% | Reduced |
| M&T Bank Corp | 22,934 | $1.59M | 0.01% | −316−1.4% | Reduced |
| Camelot Portfolios, LLC | 23,137 | $1.60M | 1.20% | −807−3.4% | Reduced |
| Levin Capital Strategies, L.P. | 23,388 | $1.62M | 0.12% | +23,388 | New |
| Capital Investment Advisors, LLC | 23,508 | $1.63M | 0.02% | −1,261−5.1% | Reduced |
| JB Capital LLC | 23,591 | $1.63M | 0.07% | +927+4.1% | Added |
| HB Wealth Management, LLC | 23,775 | $1.65M | 0.01% | +4,809+25.4% | Added |
| Ostrum Asset Management | 23,979 | $1.66M | 0.09% | −13,085−35.3% | Reduced |
| D.A. Davidson & Co. | 24,054 | $1.67M | 0.01% | −3,839−13.8% | Reduced |
| EP Wealth Advisors, LLC | 24,148 | $1.67M | 0.01% | +2,313+10.6% | Added |
| Two Sigma Investments, LP | 24,200 | $1.68M | 0.00% | +4,900+25.4% | Added |
| Savant Capital, LLC | 24,659 | $1.71M | 0.01% | +13,652+124.0% | Added |
| Blair William & Co | 25,080 | $1.74M | 0.00% | −775−3.0% | Reduced |
| CAPROCK Group, Inc. | 25,297 | $1.75M | 0.04% | −4,914−16.3% | Reduced |
| Stratos Wealth Advisors, LLC | 25,539 | $1.77M | 0.11% | +100+0.4% | Added |
| Arvest Investments, Inc. | 25,736 | $1.78M | 0.24% | −647−2.5% | Reduced |
| Convergence Investment Partners, LLC | 25,780 | $1.79M | 0.29% | +25,780 | New |
| Argent Advisors, Inc. | 25,858 | $1.79M | 0.49% | +398+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 25,878 | $1.79M | 0.00% | +6,659+34.6% | Added |
| Bollard Group LLC | 26,010 | $1.80M | 0.06% | +3,761+16.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 26,323 | $1.82M | 0.02% | +11,718+80.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 26,597 | $1.84M | 0.08% | +7,668+40.5% | Added |
| Dynamic Advisor Solutions LLC | 26,753 | $1.85M | 0.06% | +274+1.0% | Added |
| Kinneret Advisory, LLC | 26,867 | $1.86M | 0.18% | −1,191−4.2% | Reduced |
| Stonebridge Financial Group, LLC | 27,094 | $1.88M | 0.15% | +1,025+3.9% | Added |
| Green Square Capital Advisors LLC | 27,135 | $1.88M | 0.20% | +1,923+7.6% | Added |
| Merit Financial Group, LLC | 27,182 | $1.88M | 0.01% | +8,347+44.3% | Added |
| Leonteq Securities AG | 27,447 | $1.90M | 0.12% | +27,386+44,895.1% | Added |
| iA Global Asset Management Inc. | 27,472 | $1.90M | 0.03% | −1,912−6.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,862 | $1.93M | 0.01% | −1,110−3.8% | Reduced |
| Leo Wealth, LLC | 27,827 | $1.93M | 0.14% | +23,017+478.5% | Added |
| Truist Financial Corp | 28,268 | $1.96M | 0.00% | +715+2.6% | Added |
| Ontario Teachers Pension Plan Board | 28,323 | $1.96M | 0.06% | +14,548+105.6% | Added |
| SHP Wealth Management | 28,454 | $1.97M | 0.15% | −24−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,728 | $1.98M | 0.01% | −2,498−8.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,728 | $1.99M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 28,856 | $2.00M | 0.04% | +10,809+59.9% | Added |
| Sequoia Financial Advisors, LLC | 28,952 | $2.01M | 0.01% | +3,503+13.8% | Added |
| Edmp, Inc. | 29,058 | $2.01M | 1.63% | −509−1.7% | Reduced |
| Mondrian Investment Partners LTD | 29,153 | $2.02M | 0.03% | +1,577+5.7% | Added |
| Renaissance Technologies LLC | 29,180 | $2.02M | 0.00% | +29,180 | New |
| Norinchukin Bank, The | 29,336 | $2.03M | 0.02% | +167+0.6% | Added |
| Private Advisor Group, LLC | 29,643 | $2.05M | 0.01% | +55+0.2% | Added |
| Intech Investment Management LLC | 29,941 | $2.07M | 0.02% | +13,141+78.2% | Added |
| Rafferty Asset Management, LLC | 30,361 | $2.10M | 0.01% | −10,955−26.5% | Reduced |
| TD Waterhouse Canada Inc. | 30,401 | $2.11M | 0.01% | +2,225+7.9% | Added |
| DC Investments Management, LLC | 30,471 | $2.11M | 0.81% | 00.0% | Unchanged |
| St Germain D J Co Inc | 32,070 | $2.22M | 0.09% | −334−1.0% | Reduced |
| Ascent Group, LLC | 32,070 | $2.22M | 0.08% | +1,483+4.8% | Added |
| Neville Rodie & Shaw Inc | 32,617 | $2.26M | 0.16% | +90.0% | Added |
| Great Valley Advisor Group, Inc. | 33,281 | $2.31M | 0.04% | +5,135+18.2% | Added |
| Central Valley Advisors, LLC | 33,493 | $2.32M | 0.63% | +7,297+27.9% | Added |
| Moors & Cabot, Inc. | 33,506 | $2.32M | 0.10% | −1,271−3.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 34,322 | $2.38M | 0.13% | +24,462+248.1% | Added |
| Jacobs Levy Equity Management, Inc | 34,330 | $2.38M | 0.01% | +34,330 | New |
| Glenmede Trust Co NA | 34,368 | $2.38M | 0.01% | −631−1.8% | Reduced |
| Northcape Wealth Management, LLC | 34,427 | $2.39M | 0.65% | +724+2.1% | Added |
| Horizon Investments, LLC | 34,726 | $2.41M | 0.03% | −8,541−19.7% | Reduced |
| Integrated Wealth Concepts LLC | 35,443 | $2.46M | 0.02% | +15,599+78.6% | Added |
| US Bancorp | 35,872 | $2.49M | 0.00% | +1,592+4.6% | Added |
| Meeder Asset Management Inc | 36,014 | $2.50M | 0.14% | +32,144+830.6% | Added |
| Public Employees Retirement Association of Colorado | 36,166 | $2.51M | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 36,438 | $2.52M | 0.15% | −100.0% | Reduced |
| Avanza Fonder AB | 36,913 | $2.56M | 0.07% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 37,226 | $2.58M | 0.19% | +364+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 37,326 | $2.59M | 0.02% | −2,757−6.9% | Reduced |
| Edgestream Partners, L.P. | 37,348 | $2.59M | 0.08% | +37,348 | New |
| MML Investors Services, LLC | 37,554 | $2.60M | 0.01% | −14,672−28.1% | Reduced |
| Summit Trail Advisors, LLC | 37,748 | $2.62M | 0.04% | +7,865+26.3% | Added |
| Landscape Capital Management, L.L.C. | 37,876 | $2.62M | 0.17% | −15,018−28.4% | Reduced |
| Arvest Bank Trust Division | 37,899 | $2.63M | 0.14% | +464+1.2% | Added |
| State of Alaska, Department of Revenue | 37,920 | $2.63M | 0.03% | +710+1.9% | Added |
| OP Asset Management Ltd | 38,126 | $2.64M | 0.03% | −2,533−6.2% | Reduced |
| Allianz SE | 38,206 | $2.65M | 0.03% | +13,622+55.4% | Added |
| Allstate Corp | 38,748 | $2.68M | 0.03% | +11,102+40.2% | Added |
| Atria Investments LLC | 39,624 | $2.75M | 0.03% | +232+0.6% | Added |
| Inspire Advisors, LLC | 39,815 | $2.76M | 0.22% | −3,010−7.0% | Reduced |
| Mutual of America Capital Management LLC | 39,899 | $2.76M | 0.03% | −380−0.9% | Reduced |
| Heritage Trust Co | 39,955 | $2.77M | 0.28% | −51−0.1% | Reduced |
| Kestra Advisory Services, LLC | 40,149 | $2.78M | 0.01% | +16,257+68.0% | Added |
| Vennlight Capital Management, LP | 40,500 | $2.81M | 2.84% | +40,500 | New |
| UniSuper Management Pty Ltd | 40,863 | $2.83M | 0.02% | −2,700−6.2% | Reduced |
| Somerset Trust Co | 41,672 | $2.89M | 0.89% | −104−0.2% | Reduced |
| Genus Capital Management Inc. | 42,360 | $2.93M | 0.34% | +18,360+76.5% | Added |
| Oregon Public Employees Retirement Fund | 42,960 | $2.98M | 0.04% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 43,390 | $3.01M | 0.06% | −1,365−3.0% | Reduced |
| Mirova US LLC | 43,842 | $3.04M | 0.03% | −10,195−18.9% | Reduced |
| Vinva Investment Management Ltd | 44,600 | $3.05M | 0.04% | +21,892+96.4% | Added |
| GWM Advisors LLC | 44,858 | $3.11M | 0.01% | +1,891+4.4% | Added |
| Siemens Fonds Invest GmbH | 44,938 | $3.11M | 0.18% | +366+0.8% | Added |
| Pinnacle Associates Ltd | 48,527 | $3.36M | 0.04% | +491+1.0% | Added |
| Caisse de Depot Et Placement du Quebec | 48,546 | $3.36M | 0.01% | +48,546 | New |
| Oddo BHF Asset Management SAS | 49,108 | $3.40M | 0.13% | +1,985+4.2% | Added |
| Empowered Funds, LLC | 49,699 | $3.44M | 0.02% | +27,090+119.8% | Added |
| Nissay Asset Management Corp | 51,115 | $3.54M | 0.02% | +1,673+3.4% | Added |