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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 425 | $29.4K | 0.00% | +97+29.6% | Added |
| RWM Asset Management, LLC | 425 | $29.4K | 0.00% | +425 | New |
| Trust Co | 415 | $28.8K | 0.00% | −350−45.8% | Reduced |
| TFC Financial Management | 414 | $28.7K | 0.00% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 400 | $27.7K | 0.03% | −297−42.6% | Reduced |
| Oakworth Capital, Inc. | 400 | $27.7K | 0.00% | −91−18.5% | Reduced |
| Activest Wealth Management | 393 | $27.2K | 0.00% | +3+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $27.0K | 0.01% | −210−35.0% | Reduced |
| HFM Investment Advisors, LLC | 376 | $26.0K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 372 | $25.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 358 | $24.8K | 0.00% | +63+21.4% | Added |
| First Command Advisory Services, Inc. | 347 | $24.0K | 0.00% | +33+10.5% | Added |
| Napier Financial, LLC | 336 | $23.3K | 0.01% | +336 | New |
| Geneos Wealth Management Inc. | 331 | $23.0K | 0.00% | +57+20.8% | Added |
| Ogorek Anthony Joseph | 323 | $22.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 297 | $21.0K | 0.00% | −1−0.3% | Reduced |
| Gleason Group, Inc. | 301 | $20.8K | 0.00% | +4+1.3% | Added |
| Delta Asset Management LLC | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $20.8K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 298 | $20.6K | 0.02% | +224+302.7% | Added |
| Innovative Asset Advisors Group, LLC | 293 | $20.3K | 0.01% | +293 | New |
| Covestor Ltd | 300 | $20.0K | 0.01% | −67−18.3% | Reduced |
| Wealth Preservation Advisors, LLC | 288 | $20.0K | 0.02% | +288 | New |
| Westside Investment Management, Inc. | 286 | $19.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 286 | $19.8K | 0.00% | +31+12.2% | Added |
| Capital Analysts, LLC | 269 | $19.0K | 0.00% | +3+1.1% | Added |
| LRI Investments, LLC | 272 | $18.8K | 0.00% | +141+107.6% | Added |
| Sunbelt Securities, Inc. | 268 | $18.6K | 0.00% | +11+4.3% | Added |
| Field & Main Bank | 262 | $18.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 262 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 261 | $18.1K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 256 | $17.7K | 0.01% | +191+293.8% | Added |
| Raleigh Capital Management Inc. | 254 | $17.6K | 0.01% | +5+2.0% | Added |
| Golden State Wealth Management, LLC | 251 | $17.4K | 0.00% | +6+2.4% | Added |
| North Star Investment Management Corp. | 250 | $17.3K | 0.00% | −621−71.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 248 | $17.2K | 0.00% | +248 | New |
| Farmers & Merchants Investments Inc | 247 | $17.1K | 0.00% | −3−1.2% | Reduced |
| Colonial Trust Advisors | 243 | $16.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 234 | $16.2K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 214 | $14.8K | 0.00% | +214 | New |
| Financial Perspectives, Inc | 210 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bayban | 210 | $14.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 204 | $14.1K | 0.01% | −1,148−84.9% | Reduced |
| ESL Trust Services, LLC | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $13.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 199 | $13.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 194 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 192 | $13.3K | 0.01% | +192 | New |
| Salomon & Ludwin, LLC | 187 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 187 | $13.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 185 | $12.8K | 0.00% | −26−12.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 181 | $12.5K | 0.00% | −2−1.1% | Reduced |
| Red Tortoise LLC | 181 | $12.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 179 | $12.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 174 | $12.0K | 0.00% | −40−18.7% | Reduced |
| Princeton Global Asset Management LLC | 173 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 172 | $11.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 169 | $11.7K | 0.00% | +74+77.9% | Added |
| Fortitude Family Office, LLC | 169 | $11.7K | 0.00% | +105+164.1% | Added |
| Triumph Capital Management | 168 | $11.6K | 0.00% | +139+479.3% | Added |
| Country Trust Bank | 167 | $11.6K | 0.00% | +167 | New |
| Paladin Advisory Group, LLC | 164 | $11.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $11.1K | 0.00% | −24−13.0% | Reduced |
| Midwest Capital Advisors, LLC | 155 | $10.7K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 151 | $10.5K | 0.00% | +151 | New |
| Highline Wealth Partners LLC | 147 | $10.2K | 0.00% | +110+297.3% | Added |
| Capital Advisors, Ltd. LLC | 139 | $10.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 144 | $9.98K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 143 | $9.91K | 0.00% | +16+12.6% | Added |
| Kingdom Financial Group LLC. | 133 | $9.21K | 0.00% | +2+1.5% | Added |
| Lloyd Advisory Services, LLC. | 133 | $9.21K | 0.00% | +133 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 131 | $9.08K | 0.00% | +131 | New |
| MidFirst Bank | 127 | $8.80K | 0.00% | +2+1.6% | Added |
| MTM Investment Management, LLC | 126 | $8.73K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 122 | $8.47K | 0.00% | +1+0.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 118 | $8.13K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 116 | $8.03K | 0.00% | +6+5.5% | Added |
| Toth Financial Advisory Corp | 114 | $7.92K | 0.00% | +2+1.8% | Added |
| Atlantic Trust, LLC | 114 | $7.90K | 0.00% | −93−44.9% | Reduced |
| Grove Bank & Trust | 112 | $7.76K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $7.69K | 0.00% | +111 | New |
| ZRC Wealth Management, LLC | 109 | $7.55K | 0.00% | +37+51.4% | Added |
| Kilter Group LLC | 102 | $7.07K | 0.00% | −2−1.9% | Reduced |
| Avion Wealth | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 99 | $6.89K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 99 | $6.86K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 87 | $6.02K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 84 | $5.82K | 0.00% | −148−63.8% | Reduced |
| High Note Wealth, LLC | 82 | $5.68K | 0.00% | +9+12.3% | Added |
| Kings Path Partners LLC | 80 | $5.54K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 77 | $5.33K | 0.00% | +77 | New |
| Cassaday & Co Wealth Management LLC | 77 | $5.33K | 0.00% | +77 | New |
| Raffa Wealth Management, LLC | 74 | $5.13K | 0.00% | +3+4.2% | Added |
| SBI Securities Co., Ltd. | 72 | $4.99K | 0.00% | −17−19.1% | Reduced |
| Synergy Investment Management, LLC | 68 | $4.71K | 0.00% | +68 | New |
| Financial Management Professionals, Inc. | 67 | $4.64K | 0.00% | −3−4.3% | Reduced |