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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 6,440 | $446.0K | 0.01% | +1,901+41.9% | Added |
| Alchemi Wealth, LLC | 6,343 | $439.5K | 0.24% | +6+0.1% | Added |
| Welch & Forbes LLC | 6,298 | $436.3K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,273 | $434.6K | 0.01% | −6,527−51.0% | Reduced |
| Huber Capital Management LLC | 6,273 | $434.6K | 0.07% | −2,643−29.6% | Reduced |
| Everence Capital Management Inc | 6,247 | $433.0K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 6,219 | $430.9K | 0.02% | +2,052+49.2% | Added |
| Advisors Capital Management, LLC | 6,214 | $430.5K | 0.01% | +652+11.7% | Added |
| IHT Wealth Management, LLC | 6,215 | $430.5K | 0.01% | +1,106+21.6% | Added |
| Atomi Financial Group, Inc. | 6,215 | $430.5K | 0.01% | +134+2.2% | Added |
| TCW Group Inc | 6,203 | $429.7K | 0.00% | +679+12.3% | Added |
| Rothschild Investment LLC | 6,201 | $429.6K | 0.02% | +2,644+74.3% | Added |
| Warren Averett Asset Management, LLC | 6,195 | $429.2K | 0.00% | +6,195 | New |
| Rockland Trust Co | 6,168 | $427.3K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,161 | $426.8K | 0.01% | −759−11.0% | Reduced |
| Savior LLC | 6,150 | $426.1K | 1.52% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,149 | $426.0K | 0.01% | +2,074+50.9% | Added |
| Washington Trust Co | 6,115 | $423.6K | 0.01% | +130+2.2% | Added |
| McIlrath & Eck, LLC | 6,080 | $421.2K | 0.03% | +30.0% | Added |
| Welch Group, LLC | 6,023 | $417.3K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,985 | $414.6K | 0.00% | −640−9.7% | Reduced |
| Brown Brothers Harriman & Co | 5,948 | $412.1K | 0.00% | +1,197+25.2% | Added |
| Camden Capital, LLC | 5,928 | $410.7K | 0.03% | +1,987+50.4% | Added |
| Partners Capital Investment Group, LLP | 5,927 | $410.6K | 0.02% | +5,927 | New |
| Fiduciary Financial Group, LLC | 5,865 | $406.3K | 0.05% | −39−0.7% | Reduced |
| Leslie Global Wealth, LLC | 5,848 | $405.1K | 0.21% | −1,226−17.3% | Reduced |
| Watershed Asset Management, L.L.C. | 5,847 | $405.1K | 0.42% | +5,847 | New |
| Advisor OS, LLC | 5,788 | $401.0K | 0.03% | +3+0.1% | Added |
| Oslo Pensjonsforsikring AS | 5,734 | $397.3K | 0.06% | +5,734 | New |
| Alan B. Lancz & Associates, Inc. | 5,733 | $397.2K | 0.39% | +1,700+42.2% | Added |
| Premier Path Wealth Partners, LLC | 5,697 | $394.7K | 0.05% | +2,202+63.0% | Added |
| Apella Capital, LLC | 5,686 | $393.8K | 0.01% | +1,236+27.8% | Added |
| Meeder Advisory Services, Inc. | 5,656 | $391.8K | 0.02% | −186−3.2% | Reduced |
| Kelly Financial Group LLC | 5,637 | $390.5K | 0.10% | −216−3.7% | Reduced |
| Destination Wealth Management | 5,634 | $390.3K | 0.01% | +103+1.9% | Added |
| Fiduciary Trust Co | 5,609 | $388.6K | 0.00% | −2,056−26.8% | Reduced |
| Balyasny Asset Management LLC | 5,600 | $388.0K | 0.00% | −15−0.3% | Reduced |
| NorthRock Partners, LLC | 5,546 | $384.3K | 0.01% | +1,227+28.4% | Added |
| Continuum Advisory, LLC | 5,541 | $383.9K | 0.04% | −267−4.6% | Reduced |
| Evoke Wealth, LLC | 5,539 | $383.8K | 0.01% | +1,378+33.1% | Added |
| Bessemer Group Inc | 5,514 | $382.0K | 0.00% | −489−8.1% | Reduced |
| Alpha Family Trust | 5,440 | $376.9K | 0.18% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $376.6K | 0.18% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,424 | $375.8K | 0.00% | −436−7.4% | Reduced |
| Gen-Wealth Partners Inc | 5,386 | $373.1K | 0.12% | +73+1.4% | Added |
| Turning Point Benefit Group, Inc. | 5,340 | $370.8K | 0.24% | +65+1.2% | Added |
| International Private Wealth Advisors LLC | 5,296 | $366.9K | 0.22% | +704+15.3% | Added |
| Mather Group, LLC. | 5,288 | $366.4K | 0.00% | +451+9.3% | Added |
| Money Concepts Capital Corp | 5,286 | $366.2K | 0.02% | +109+2.1% | Added |
| J. Safra Sarasin Holding AG | 5,246 | $363.4K | 0.01% | +244+4.9% | Added |
| Tocqueville Asset Management L.P. | 5,200 | $360.3K | 0.01% | −19−0.4% | Reduced |
| Maridea Wealth Management LLC | 5,184 | $359.1K | 0.05% | −1,545−23.0% | Reduced |
| Callan Family Office, LLC | 5,176 | $358.6K | 0.01% | −275−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 5,171 | $358.3K | 0.00% | +699+15.6% | Added |
| Retirement Planning Co of New England, Inc. | 5,084 | $352.2K | 0.14% | +488+10.6% | Added |
| Gladstone Institutional Advisory LLC | 5,048 | $349.7K | 0.01% | +112+2.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,012 | $347.2K | 0.04% | −57−1.1% | Reduced |
| Versant Capital Management, Inc | 4,919 | $340.8K | 0.03% | +1,428+40.9% | Added |
| Spinnaker Trust | 4,915 | $340.5K | 0.02% | 00.0% | Unchanged |
| LGT Group Foundation | 4,867 | $337.2K | 0.00% | +1,282+35.8% | Added |
| Nemes Rush Group LLC | 4,862 | $336.8K | 0.03% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4,848 | $335.9K | 0.01% | +256+5.6% | Added |
| Nwam LLC | 4,832 | $334.8K | 0.02% | +137+2.9% | Added |
| MJP Associates Inc | 4,782 | $331.3K | 0.04% | −10.0% | Reduced |
| Change Path, LLC | 4,776 | $330.9K | 0.01% | +587+14.0% | Added |
| Harbour Investments, Inc. | 4,763 | $330.0K | 0.01% | +1,297+37.4% | Added |
| Clear Harbor Asset Management, LLC | 4,755 | $329.4K | 0.02% | +35+0.7% | Added |
| Oxler Private Wealth LLC | 4,750 | $329.1K | 0.10% | +45+1.0% | Added |
| Gateway Investment Advisers LLC | 4,711 | $326.4K | 0.00% | +1,712+57.1% | Added |
| Patrick M Sweeney & Associates, Inc | 4,663 | $323.0K | 0.21% | +78+1.7% | Added |
| Aptus Capital Advisors, LLC | 4,633 | $321.0K | 0.00% | −1,020−18.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 4,616 | $319.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,601 | $318.7K | 0.01% | +301+7.0% | Added |
| Sterling Investment Counsel, LLC | 4,592 | $318.1K | 0.09% | +442+10.7% | Added |
| Aegis Wealth Management LLC | 4,563 | $316.1K | 0.18% | −15−0.3% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $314.7K | 0.12% | 00.0% | Unchanged |
| Sentinus, LLC | 4,530 | $313.8K | 0.03% | +4,530 | New |
| SC&H Financial Advisors, Inc. | 4,516 | $312.9K | 0.05% | +10.0% | Added |
| Spire Wealth Management | 4,509 | $312.4K | 0.01% | −2,159−32.4% | Reduced |
| SageView Advisory Group, LLC | 4,507 | $312.2K | 0.01% | +11+0.2% | Added |
| Checchi Capital Advisers, LLC | 4,487 | $310.9K | 0.02% | +841+23.1% | Added |
| Verity & Verity, LLC | 4,475 | $310.0K | 0.02% | −1,380−23.6% | Reduced |
| Parallel Advisors, LLC | 4,424 | $306.5K | 0.01% | +554+14.3% | Added |
| Prospera Financial Services Inc | 4,396 | $304.8K | 0.00% | +48+1.1% | Added |
| Impact Capital Partners LLC | 4,395 | $304.5K | 0.09% | +44+1.0% | Added |
| Exencial Wealth Advisors, LLC | 4,336 | $300.4K | 0.01% | +878+25.4% | Added |
| Wealthspire Advisors, LLC | 4,303 | $298.1K | 0.00% | −2,420−36.0% | Reduced |
| QTR Family Wealth, LLC | 4,303 | $296.9K | 0.12% | +1,005+30.5% | Added |
| Kingsview Wealth Management, LLC | 4,280 | $296.5K | 0.00% | +172+4.2% | Added |
| Stablepoint Partners, LLC | 4,274 | $296.1K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,259 | $295.1K | 0.02% | +61+1.5% | Added |
| Grimes & Company, Inc. | 4,251 | $294.5K | 0.01% | −384−8.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,250 | $294.4K | 0.01% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 4,247 | $294.2K | 0.08% | −2,500−37.1% | Reduced |
| Beaumont Financial Advisors, LLC | 4,231 | $293.1K | 0.02% | −34−0.8% | Reduced |
| HBK Sorce Advisory LLC | 4,391 | $292.0K | 0.01% | −935−17.6% | Reduced |
| Gsa Capital Partners LLP | 4,207 | $291.0K | 0.02% | +4,207 | New |
| Kraematon Investment Advisors, Inc | 4,183 | $289.8K | 0.24% | +23+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 4,170 | $288.9K | 0.05% | +4,170 | New |
| Thrive Wealth Management, LLC | 4,155 | $287.9K | 0.04% | −1,288−23.7% | Reduced |