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 |
|---|---|---|---|---|---|
| W.H. Cornerstone Investments Inc. | 4,128 | $286.0K | 0.18% | +4,128 | New |
| Beirne Wealth Consulting Services, LLC | 4,073 | $282.2K | 0.08% | −29−0.7% | Reduced |
| Sound Financial Strategies Group, LLC | 4,067 | $281.8K | 0.19% | −5,833−58.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,064 | $281.6K | 0.01% | +739+22.2% | Added |
| Mirabella Financial Services LLP | 4,044 | $280.2K | 0.03% | −3,339−45.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,042 | $280.0K | 0.00% | +4,042 | New |
| Charter Trust Co | 4,025 | $278.9K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,025 | $278.9K | 0.01% | +10+0.2% | Added |
| Clearstead Advisors, LLC | 4,016 | $278.2K | 0.00% | +2,244+126.6% | Added |
| Fidelis Capital Partners, LLC | 4,014 | $278.1K | 0.02% | +291+7.8% | Added |
| Trueblood Wealth Management, LLC | 4,005 | $277.4K | 0.11% | −55−1.4% | Reduced |
| Blue Fin Capital, Inc. | 4,001 | $277.2K | 0.05% | +132+3.4% | Added |
| Viking Fund Management LLC | 4,000 | $277.1K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,891 | $275.1K | 0.05% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,953 | $273.9K | 0.02% | −95−2.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,911 | $273.7K | 0.02% | +621+18.9% | Added |
| Foundations Investment Advisors, LLC | 3,942 | $273.1K | 0.00% | +495+14.4% | Added |
| Melfa Wealth Management, LLC | 3,941 | $273.0K | 0.16% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,053 | $272.9K | 0.04% | −199−4.7% | Reduced |
| Tompkins Financial Corp | 3,875 | $268.5K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,864 | $267.7K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,856 | $267.0K | 0.01% | +3,856 | New |
| Fifth Third Wealth Advisors LLC | 3,850 | $266.7K | 0.01% | +37+1.0% | Added |
| Mindset Wealth Management, LLC | 3,836 | $265.7K | 0.07% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,830 | $265.3K | 0.01% | +503+15.1% | Added |
| Red Door Wealth Management, LLC | 3,822 | $264.8K | 0.03% | +2+0.1% | Added |
| IFP Advisors, Inc | 3,814 | $264.2K | 0.01% | +386+11.3% | Added |
| Quadcap Wealth Management, LLC | 3,803 | $263.5K | 0.03% | +20+0.5% | Added |
| Catalyst Financial Partners LLC | 3,783 | $262.1K | 0.03% | −321−7.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,771 | $261.2K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,756 | $260.2K | 0.04% | −1,261−25.1% | Reduced |
| Atlantic Union Bankshares Corp | 3,739 | $259.1K | 0.00% | −49−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 3,732 | $258.6K | 0.02% | +3,732 | New |
| Optas, LLC | 3,715 | $257.4K | 0.04% | +3,715 | New |
| Parsons Capital Management Inc | 3,711 | $257.1K | 0.01% | +3,711 | New |
| Sovran Advisors, LLC | 3,616 | $255.7K | 0.02% | −91−2.5% | Reduced |
| Davenport & Co LLC | 3,683 | $255.1K | 0.00% | −365−9.0% | Reduced |
| Horizon Investment Services, LLC | 3,675 | $254.6K | 0.09% | −154−4.0% | Reduced |
| Central Trust Co | 3,669 | $254.2K | 0.01% | −2−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 3,657 | $253.4K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,578 | $250.3K | 0.01% | +3,578 | New |
| Cigna Investments Inc | 3,567 | $248.0K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,560 | $246.6K | 0.04% | +276+8.4% | Added |
| Cadence Wealth Management LLC | 3,540 | $245.2K | 0.10% | +18+0.5% | Added |
| Essex Savings Bank | 3,537 | $245.0K | 0.05% | +3,537 | New |
| PCM Encore, LLC | 3,533 | $244.7K | 0.05% | +363+11.5% | Added |
| Polaris Investment Advisors, LLC | 3,516 | $243.6K | 0.18% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,514 | $243.4K | 0.02% | −33−0.9% | Reduced |
| MQS Management LLC | 3,505 | $242.8K | 0.16% | +3,505 | New |
| Caxton Associates LLP | 3,505 | $242.8K | 0.01% | +3,505 | New |
| Hantz Financial Services, Inc. | 3,476 | $241.0K | 0.00% | +519+17.6% | Added |
| Charter Oak Capital Management, LLC | 3,477 | $240.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,462 | $239.8K | 0.05% | −43−1.2% | Reduced |
| Diversified Enterprises, LLC | 3,457 | $239.5K | 0.01% | +233+7.2% | Added |
| Plimoth Trust Co LLC | 3,454 | $239.3K | 0.05% | +3,454 | New |
| Sterling Financial Planning, Inc. | 3,452 | $239.2K | 0.07% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $239.1K | 0.18% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,389 | $234.8K | 0.00% | −477−12.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,365 | $233.1K | 0.01% | −103−3.0% | Reduced |
| CX Institutional | 3,369 | $233.0K | 0.01% | +8+0.2% | Added |
| Sepio Capital, LP | 3,361 | $232.8K | 0.01% | +28+0.8% | Added |
| Coastal Bridge Advisors, LLC | 3,360 | $232.8K | 0.02% | −1,457−30.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,354 | $232.4K | 0.02% | +9+0.3% | Added |
| Cypress Wealth Services, LLC | 3,305 | $229.0K | 0.03% | −24−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 3,296 | $228.3K | 0.01% | +143+4.5% | Added |
| First Growth Capital LLC | 3,274 | $228.0K | 0.21% | +54+1.7% | Added |
| Wealth Quarterback LLC | 3,286 | $227.7K | 0.09% | +3,286 | New |
| Cary Street Partners Financial LLC | 3,256 | $225.6K | 0.01% | +31+1.0% | Added |
| Sandro Wealth Management LLC | 3,249 | $225.1K | 0.18% | +3,249 | New |
| Redhawk Wealth Advisors, Inc. | 3,222 | $223.3K | 0.02% | +24+0.8% | Added |
| Capital Performance Advisors LLP | 3,221 | $223.2K | 0.01% | +3,221 | New |
| Midwest Trust Co | 3,217 | $222.9K | 0.00% | +138+4.5% | Added |
| Venturi Wealth Management, LLC | 3,212 | $222.5K | 0.01% | −1,194−27.1% | Reduced |
| Caerus Investment Advisors, LLC | 3,199 | $221.6K | 0.09% | +3,199 | New |
| Milestone Asset Management Group, LLC | 3,161 | $219.0K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,157 | $218.7K | 0.00% | +3,157 | New |
| FC Advisory LLC | 3,153 | $218.5K | 0.06% | 00.0% | Unchanged |
| Summitry LLC | 3,153 | $218.4K | 0.01% | +3,153 | New |
| Pension & Wealth Management Advisors, Inc. | 3,137 | $217.4K | 0.06% | +1,911+155.9% | Added |
| Cornerstone Wealth Group, LLC | 3,224 | $215.4K | 0.01% | −10−0.3% | Reduced |
| CFS Investment Advisory Services, LLC | 3,101 | $214.7K | 0.01% | +17+0.6% | Added |
| Monument Capital Management | 3,083 | $213.6K | 0.05% | +50+1.6% | Added |
| German American Bancorp, Inc. | 3,081 | $213.5K | 0.02% | +3,081 | New |
| Essential Partners LLC | 3,068 | $212.6K | 0.07% | +838+37.6% | Added |
| Econ Financial Services Corp | 3,064 | $212.3K | 0.10% | +35+1.2% | Added |
| Fiduciary Alliance LLC | 3,080 | $211.8K | 0.01% | +16+0.5% | Added |
| Alliance Wealth Advisors, LLC | 3,048 | $211.2K | 0.10% | +16+0.5% | Added |
| Ancora Advisors, LLC | 3,039 | $210.5K | 0.00% | −218−6.7% | Reduced |
| Baron Wealth Management LLC | 3,032 | $210.1K | 0.06% | +3,032 | New |
| Groupama Asset Managment | 3,020 | $209.2K | 0.00% | −913−23.2% | Reduced |
| Mutual Advisors, LLC | 3,015 | $208.9K | 0.00% | +3,015 | New |
| Berkshire Bank | 3,008 | $208.4K | 0.04% | −602−16.7% | Reduced |
| Journey Strategic Wealth LLC | 2,982 | $206.6K | 0.01% | +2,982 | New |
| Investment Advisory Group, LLC | 2,981 | $206.5K | 0.05% | −65−2.1% | Reduced |
| Platform Technology Partners | 2,927 | $202.8K | 0.04% | +2,927 | New |
| ClearAlpha Technologies LP | 2,916 | $202.0K | 0.42% | +2,916 | New |
| Optimize Financial Inc | 2,914 | $201.9K | 0.10% | +2,914 | New |
| Exchange Bank | 2,889 | $200.2K | 0.14% | +2,889 | New |
| Virtus Investment Advisers, Inc. | 2,783 | $192.8K | 0.05% | +321+13.0% | Added |
| Private Trust Co NA | 2,777 | $192.4K | 0.02% | +17+0.6% | Added |