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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 9,887 | $685.0K | 0.03% | −464−4.5% | Reduced |
| Farringdon Capital, Ltd. | 9,764 | $676.5K | 0.15% | +9,764 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 9,668 | $669.8K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,637 | $667.6K | 0.08% | −43−0.4% | Reduced |
| Waddell & Associates, LLC | 9,635 | $667.5K | 0.04% | +9,635 | New |
| Quadrature Capital Ltd | 9,587 | $664.2K | 0.01% | +9,587 | New |
| Brown Advisory Inc | 9,557 | $662.1K | 0.00% | +2,518+35.8% | Added |
| Oppenheimer & Co Inc | 9,551 | $661.7K | 0.01% | +741+8.4% | Added |
| Abel Hall, LLC | 9,546 | $661.3K | 0.14% | −2,241−19.0% | Reduced |
| BetterWealth, LLC | 9,499 | $658.1K | 0.13% | −6,000−38.7% | Reduced |
| Evergreen Capital Management LLC | 9,495 | $657.8K | 0.01% | +682+7.7% | Added |
| NorthCrest Asset Manangement, LLC | 9,426 | $654.9K | 0.02% | +1,851+24.4% | Added |
| First Manhattan Co | 9,396 | $651.0K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 9,391 | $650.6K | 0.05% | +125+1.3% | Added |
| ORG Wealth Partners, LLC | 9,298 | $644.2K | 0.13% | −578−5.9% | Reduced |
| V-Square Quantitative Management LLC | 9,272 | $642.4K | 0.07% | −24−0.3% | Reduced |
| Live Oak Private Wealth LLC | 9,265 | $641.9K | 0.09% | +117+1.3% | Added |
| Paradigm Financial Partners, LLC | 9,262 | $641.7K | 0.12% | −1,264−12.0% | Reduced |
| MAI Capital Management | 9,259 | $641.5K | 0.00% | +6,175+200.2% | Added |
| Baker Avenue Asset Management, LP | 9,250 | $640.8K | 0.01% | +4,258+85.3% | Added |
| Tableaux LLC | 9,218 | $638.6K | 0.31% | 00.0% | Unchanged |
| Golden State Equity Partners | 9,165 | $635.0K | 0.05% | +3,918+74.7% | Added |
| Central Pacific Bank - Trust Division | 9,142 | $633.4K | 0.08% | +142+1.6% | Added |
| SEB Asset Management AB | 9,105 | $630.8K | 0.00% | +9,105 | New |
| Mesirow Financial Investment Management, Inc. | 9,037 | $626.1K | 0.01% | +32+0.4% | Added |
| STRS Ohio | 8,982 | $622.3K | 0.00% | +85+1.0% | Added |
| Boothbay Fund Management, LLC | 8,925 | $618.3K | 0.01% | +8,925 | New |
| Diversified Management Inc | 8,908 | $617.1K | 0.11% | +8,908 | New |
| New England Capital Financial Advisors LLC | 8,854 | $613.4K | 0.17% | −60−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 8,853 | $613.3K | 0.04% | +17+0.2% | Added |
| Finer Wealth Management, Inc. | 8,838 | $612.3K | 0.31% | +149+1.7% | Added |
| Kovitz Investment Group Partners, LLC | 8,828 | $611.6K | 0.01% | −10.0% | Reduced |
| Regions Financial Corp | 8,786 | $608.7K | 0.00% | −22−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 8,986 | $607.3K | 0.06% | +37+0.4% | Added |
| TCG Advisory Services, LLC | 8,761 | $607.0K | 0.01% | +4,189+91.6% | Added |
| Inscription Capital, LLC | 8,754 | $606.5K | 0.06% | +250+2.9% | Added |
| Creative Financial Designs Inc | 8,724 | $604.4K | 0.04% | −3,413−28.1% | Reduced |
| Greenleaf Trust | 8,683 | $601.6K | 0.01% | −112−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 8,690 | $601.2K | 0.02% | −3,140−26.5% | Reduced |
| Federated Hermes, Inc. | 8,548 | $592.2K | 0.00% | +2,462+40.5% | Added |
| Belpointe Asset Management LLC | 8,532 | $591.1K | 0.02% | +78+0.9% | Added |
| Holderness Investments Co | 8,517 | $590.1K | 0.12% | +1,790+26.6% | Added |
| Ellevest, Inc. | 8,488 | $588.0K | 0.08% | −184−2.1% | Reduced |
| Vista Investment Partners LLC | 8,485 | $587.8K | 0.16% | 00.0% | Unchanged |
| Stevens Capital Management LP | 8,453 | $586.0K | 0.09% | +4,844+134.2% | Added |
| Global X Japan Co., Ltd. | 8,421 | $583.4K | 0.03% | +525+6.6% | Added |
| VestGen Advisors, LLC | 8,485 | $583.2K | 0.02% | +8,485 | New |
| Ballentine Partners, LLC | 8,415 | $583.0K | 0.01% | +1,154+15.9% | Added |
| Brinker Capital Investments, LLC | 8,408 | $582.5K | 0.00% | −1,308−13.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,397 | $581.7K | 0.02% | +112+1.4% | Added |
| Valmark Advisers, Inc. | 8,375 | $580.2K | 0.01% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 8,360 | $579.2K | 0.21% | +8,360 | New |
| Daymark Wealth Partners, LLC | 8,191 | $567.5K | 0.02% | +2,653+47.9% | Added |
| Ameritas Advisory Services, LLC | 8,139 | $563.9K | 0.02% | −338−4.0% | Reduced |
| Hills Bank & Trust Co | 8,117 | $562.3K | 0.03% | −447−5.2% | Reduced |
| Baker Ellis Asset Management LLC | 8,107 | $561.7K | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,093 | $560.7K | 0.01% | +1,279+18.8% | Added |
| Hilltop Holdings Inc. | 8,006 | $554.6K | 0.05% | −4,583−36.4% | Reduced |
| RSM US Wealth Management LLC | 7,997 | $554.1K | 0.01% | +509+6.8% | Added |
| Martingale Asset Management L P | 7,932 | $549.5K | 0.01% | +3,663+85.8% | Added |
| Huntington National Bank | 7,914 | $548.3K | 0.00% | −171−2.1% | Reduced |
| Silver Oak Securities, Inc | 7,869 | $545.2K | 0.04% | +414+5.6% | Added |
| Connecticut Wealth Management, LLC | 7,816 | $541.5K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,756 | $537.3K | 0.01% | +100+1.3% | Added |
| KCM Investment Advisors LLC | 7,742 | $536.4K | 0.02% | −4−0.1% | Reduced |
| Keynote Financial Services LLC | 7,714 | $534.4K | 0.28% | −60−0.8% | Reduced |
| Chatham Capital Group, Inc. | 7,681 | $532.1K | 0.08% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 7,647 | $529.8K | 0.02% | −33−0.4% | Reduced |
| Kera Capital Partners, Inc. | 7,647 | $529.8K | 0.07% | +1,258+19.7% | Added |
| Evolve Private Wealth, LLC | 7,623 | $528.1K | 0.03% | +1,401+22.5% | Added |
| Bahl & Gaynor Inc | 7,598 | $526.4K | 0.00% | −28−0.4% | Reduced |
| CIBC World Markets Inc. | 7,545 | $522.7K | 0.00% | +2,350+45.2% | Added |
| Skopos Labs, Inc. | 7,531 | $521.7K | 0.02% | −111−1.5% | Reduced |
| Valley Brook Capital Group | 7,528 | $521.5K | 0.35% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 7,464 | $517.1K | 0.01% | −100−1.3% | Reduced |
| Glenview Trust Co | 7,441 | $515.5K | 0.01% | −679−8.4% | Reduced |
| CenterStar Asset Management, LLC | 7,439 | $515.3K | 0.50% | +7,439 | New |
| AlphaStar Capital Management, LLC | 7,428 | $514.6K | 0.04% | −2,182−22.7% | Reduced |
| Seeds Investor LLC | 7,374 | $508.9K | 0.07% | +850+13.0% | Added |
| Contravisory Investment Management, Inc. | 7,339 | $508.4K | 0.10% | −94−1.3% | Reduced |
| Bank & Trust Co | 7,310 | $506.4K | 0.34% | +6,410+712.2% | Added |
| BKD Wealth Advisors, LLC | 7,243 | $501.8K | 0.01% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 7,217 | $500.0K | 0.09% | −232−3.1% | Reduced |
| Citizens Financial Group Inc | 7,166 | $496.5K | 0.01% | +2,555+55.4% | Added |
| Sentinel Pension Advisors Inc | 7,088 | $491.1K | 0.07% | 00.0% | Unchanged |
| Sachetta, LLC | 7,040 | $487.7K | 0.26% | +320+4.8% | Added |
| Parcion Private Wealth LLC | 6,973 | $483.1K | 0.03% | +1,095+18.6% | Added |
| RMB Capital Management, LLC | 6,972 | $483.0K | 0.01% | +6,972 | New |
| Sivia Capital Partners, LLC | 6,956 | $481.9K | 0.09% | +2,667+62.2% | Added |
| Tema ETFs LLC | 6,943 | $481.0K | 0.03% | +35+0.5% | Added |
| EverSource Wealth Advisors, LLC | 6,941 | $480.9K | 0.01% | +2,340+50.9% | Added |
| Krilogy Financial LLC | 6,933 | $479.6K | 0.02% | +685+11.0% | Added |
| Crestwood Advisors Group LLC | 6,701 | $464.2K | 0.01% | +1,536+29.7% | Added |
| Anchor Capital Advisors LLC | 6,664 | $461.7K | 0.01% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 6,638 | $460.2K | 0.21% | +226+3.5% | Added |
| Synergy Financial Management, LLC | 6,593 | $456.8K | 0.05% | +885+15.5% | Added |
| Capula Management Ltd | 6,572 | $455.3K | 0.00% | −540−7.6% | Reduced |
| Avidian Wealth Solutions, LLC | 6,544 | $453.3K | 0.01% | −189−2.8% | Reduced |
| Brasada Capital Management, LP | 6,515 | $452.4K | 0.08% | +6,515 | New |
| Aprio Wealth Management, LLC | 6,489 | $449.5K | 0.02% | +2,447+60.5% | Added |