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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 1,069 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ1 2026: $21.7B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2025.

Institutions holding ES in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Belvedere Trading LLC67$4.64K0.00%00.0%Unchanged
Abound Wealth Management63$4.38K0.00%−12−16.0%Reduced
Burk Holdings LLC63$4.37K0.00%+63New
Clear Street Markets LLC62$4.29K0.00%−495−88.9%Reduced
Clayton Financial Group LLC60$4.16K0.00%00.0%Unchanged
Financial Freedom, LLC56$3.91K0.00%+56New
Johnson Financial Group, Inc.56$3.88K0.00%−268−82.7%Reduced
Bartlett & Co. Wealth Management LLC55$3.82K0.00%+2+3.8%Added
Cornerstone Financial Management LLC50$3.46K0.00%00.0%Unchanged
Financial Consulate, Inc50$3.46K0.00%+37+284.6%Added
First Pacific Financial46$3.19K0.00%+46New
Community Financial Services Group, LLC45$3.13K0.00%+45New
Dogwood Wealth Management LLC45$3.12K0.00%+27+150.0%Added
Winch Advisory Services, LLC45$3.11K0.00%+1+2.3%Added
Bay Harbor Wealth Management, LLC44$3.05K0.00%+13+41.9%Added
DiNuzzo Private Wealth, Inc.41$2.84K0.00%00.0%Unchanged
Stone House Investment Management, LLC41$2.84K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC40$2.80K0.00%+40New
Pacifica Partners Inc.34$2.36K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.32$2.22K0.00%−3−8.6%Reduced
Crewe Advisors LLC31$2.15K0.00%00.0%Unchanged
PFS Partners, LLC31$2.15K0.00%00.0%Unchanged
1015 Capital Partners, LLC29$2.01K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.29$2.01K0.01%+29New
Strive Financial Group ,LLC34$2.00K0.00%−24−41.4%Reduced
Penserra Capital Management LLC33$2.00K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.28$1.94K0.00%+28New
Evolution Wealth Management Inc.27$1.87K0.00%+27New
MCF Advisors LLC26$1.80K0.00%−175−87.1%Reduced
TD Capital Management LLC25$1.73K0.00%00.0%Unchanged
Signature Equity Partners, LLC25$1.71K0.00%+1+4.2%Added
Monetary Solutions, Ltd23$1.59K0.00%00.0%Unchanged
Rialto Wealth Management, LLC22$1.52K0.00%+4+22.2%Added
IMG Wealth Management, Inc.22$1.52K0.00%−76−77.6%Reduced
Arlington Trust Co LLC22$1.52K0.00%+22New
Wolff Wiese Magana LLC20$1.39K0.00%00.0%Unchanged
Clark Wealth Partners19$1.32K0.00%00.0%Unchanged
American Capital Advisory, LLC18$1.25K0.00%+9+100.0%Added
Principia Wealth Advisory, LLC18$1.25K0.00%+5+38.5%Added
Investors Portfolio Services LLC16$1.08K0.00%+1+6.7%Added
Dunhill Financial, LLC15$1.06K0.00%00.0%Unchanged
WestEnd Advisors, LLC15$1.04K0.00%00.0%Unchanged
Phillip James Consulting Co.13$1.00K0.00%+13New
Aventura Private Wealth, LLC14$9700.00%00.0%Unchanged
Key Financial Inc13$9010.00%−9−40.9%Reduced
Bare Financial Services, Inc13$9010.00%00.0%Unchanged
PlanVest Financial, Inc12$8310.00%+12New
Harbor Investment Advisory, LLC10$6930.00%−115−92.0%Reduced
Aspect Partners, LLC10$6930.00%+10New
United Community Bank8$5540.00%00.0%Unchanged
First Horizon Corp7$4850.00%+7New
Retirement Wealth Solutions LLC7$4850.00%+7New
Seneschal Advisors, LLC6$4160.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.6$4160.00%+6New
Quaker Wealth Management, LLC5$3470.00%+1+25.0%Added
Portus Wealth Advisors, LLC5$3460.00%+5New
Davis Capital Management4$2770.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp4$2770.00%00.0%Unchanged
TopTier Wealth Management, LLC4$2770.00%+4New
Curio Wealth, LLC3$2080.00%+3New
Intentional Wealth Strategies, LLC3$2080.00%+3New
IMA Wealth, Inc.3$2070.00%00.0%Unchanged
Valued Wealth Advisors LLC2$1470.00%00.0%Unchanged
Scarborough Advisors, LLC2$1390.00%00.0%Unchanged
3 Factor Indexing, LLC2$1390.00%+2New
Torren Management, LLC2$1180.00%−13−86.7%Reduced
SOA Wealth Advisors, LLC.1$840.00%00.0%Unchanged
Global Wealth Strategies & Associates1$370.00%00.0%Unchanged
Winthrop Capital Management, LLC6$00.00%00.0%Unchanged
Covalis Capital LLP0$00.00%−1,141,017−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−338,734−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−280,391−100.0%Sold out
Easterly Investment Partners LLC0$00.00%−149,682−100.0%Sold out
Baillie Gifford & Co0$00.00%−139,244−100.0%Sold out
Vega Investment Solutions0$00.00%−116,379−100.0%Sold out
F/M Investments LLC0$00.00%−72,086−100.0%Sold out
Verition Fund Management LLC0$00.00%−65,144−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−52,696−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−50,715−100.0%Sold out
Trexquant Investment LP0$00.00%−44,088−100.0%Sold out
Entropy Technologies, LP0$00.00%−41,246−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−36,800−100.0%Sold out
Havemeyer Place LP0$00.00%−31,668−100.0%Sold out
Clarkston Capital Partners, LLC0$00.00%−25,580−100.0%Sold out
Winton Group Ltd0$00.00%−23,714−100.0%Sold out
Quest Partners LLC0$00.00%−23,394−100.0%Sold out
Kentucky Retirement Systems0$00.00%−23,066−100.0%Sold out
Pensionfund Sabic0$00.00%−19,300−100.0%Sold out
Mork Capital Management, LLC0$00.00%−17,400−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−17,200−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−12,936−100.0%Sold out
Diversified Trust Co0$00.00%−9,411−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−9,385−100.0%Sold out
Barr E S & Co0$00.00%−9,208−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−8,646−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−7,485−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−6,542−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−5,880−100.0%Sold out
Tiaa Trust, National Association0$00.00%−5,832−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−5,687−100.0%Sold out