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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 2,724 | $186.4K | 0.01% | +79+3.0% | Added |
| Richardson Financial Services Inc. | 2,682 | $185.8K | 0.12% | +20+0.8% | Added |
| Medallion Wealth Advisors, LLC | 2,628 | $182.1K | 0.06% | +501+23.6% | Added |
| FIL Ltd | 2,609 | $180.8K | 0.00% | −942−26.5% | Reduced |
| NBT Bank N A | 2,600 | $180.1K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $180.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,546 | $176.4K | 0.01% | +1,250+96.5% | Added |
| Private Wealth Asset Management, LLC | 2,458 | $170.3K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 2,397 | $166.1K | 0.03% | +1,834+325.8% | Added |
| NBC Securities, Inc. | 2,375 | $164.5K | 0.01% | +15+0.6% | Added |
| Manchester Capital Management LLC | 2,370 | $164.2K | 0.02% | −110−4.4% | Reduced |
| TIAA Wealth Investment Management LLC | 2,333 | $161.2K | 0.00% | +2,333 | New |
| Brown, Lisle/Cummings, Inc. | 2,316 | $160.5K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 2,288 | $158.9K | 0.00% | −462−16.8% | Reduced |
| Basecamp Wealth Advisors LLC | 2,275 | $157.6K | 0.03% | +90+4.1% | Added |
| Optiver Holding B.V. | 2,205 | $152.8K | 0.01% | +1,680+320.0% | Added |
| Parkside Financial Bank & Trust | 2,168 | $150.2K | 0.01% | −535−19.8% | Reduced |
| Centaurus Financial, Inc. | 2,068 | $143.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,050 | $142.0K | 0.00% | −1,279−38.4% | Reduced |
| CoreCap Advisors, LLC | 2,047 | $141.9K | 0.00% | +22+1.1% | Added |
| Umb Bank N A | 1,851 | $128.2K | 0.00% | +22+1.2% | Added |
| Hughes Financial Services, LLC | 1,839 | $127.4K | 0.02% | +2+0.1% | Added |
| Cornerstone Planning Group LLC | 1,768 | $121.8K | 0.02% | +26+1.5% | Added |
| CVA Family Office, LLC | 1,687 | $116.9K | 0.01% | +229+15.7% | Added |
| Smithfield Trust Co | 1,673 | $116.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,653 | $114.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,653 | $114.5K | 0.03% | +1,653 | New |
| Massmutual Trust Co FSB | 1,594 | $110.4K | 0.00% | −111−6.5% | Reduced |
| Robbins Farley LLC | 1,569 | $108.7K | 0.05% | +1,444+1,155.2% | Added |
| Ossiam | 1,568 | $108.6K | 0.00% | +107+7.3% | Added |
| Vision Financial Markets LLC | 1,506 | $104.3K | 0.10% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,488 | $103.1K | 0.01% | −160−9.7% | Reduced |
| Crews Bank & Trust | 1,482 | $102.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,455 | $100.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,443 | $100.0K | 0.00% | +38+2.7% | Added |
| Deseret Mutual Benefit Administrators | 1,382 | $95.7K | 0.03% | +597+76.1% | Added |
| Y.D. More Investments Ltd | 1,365 | $94.6K | 0.00% | −189−12.2% | Reduced |
| True Wealth Design, LLC | 1,360 | $94.2K | 0.03% | +115+9.2% | Added |
| GoalVest Advisory LLC | 1,347 | $93.3K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,441 | $91.7K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $90.9K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,249 | $86.8K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,209 | $83.8K | 0.01% | +259+27.3% | Added |
| Zions Bancorporation, National Association | 1,206 | $83.6K | 0.01% | +77+6.8% | Added |
| Aster Capital Management (DIFC) Ltd | 1,306 | $81.1K | 0.03% | +450+52.6% | Added |
| Root Financial Partners, LLC | 1,157 | $80.2K | 0.00% | +619+115.1% | Added |
| Washington Trust Advisors, Inc. | 1,141 | $79.0K | 0.01% | +12+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,136 | $78.7K | 0.02% | +309+37.4% | Added |
| Bayforest Capital Ltd | 1,123 | $77.8K | 0.09% | +1,123 | New |
| Whittier Trust Co of Nevada Inc | 1,110 | $77.1K | 0.00% | −9−0.8% | Reduced |
| USA Financial Portformulas Corp | 1,100 | $76.2K | 0.01% | −732−40.0% | Reduced |
| First Community Trust NA | 1,080 | $74.8K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,053 | $73.0K | 0.04% | +11+1.1% | Added |
| Onefund, LLC | 1,030 | $71.7K | 0.05% | +21+2.1% | Added |
| Bogart Wealth, LLC | 1,011 | $70.1K | 0.00% | +42+4.3% | Added |
| Bullock Wealth Management Group | 994 | $69.2K | 0.03% | +11+1.1% | Added |
| Wall Street Financial Group, Inc. | 982 | $68.0K | 0.04% | +982 | New |
| CoreFirst Bank & Trust | 907 | $62.8K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 900 | $62.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 885 | $61.3K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $60.6K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 868 | $60.1K | 0.00% | −6,126−87.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 850 | $58.9K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 827 | $57.3K | 0.04% | +399+93.2% | Added |
| JPL Wealth Management, LLC | 806 | $55.8K | 0.01% | +806 | New |
| Board of the Pension Protection Fund | 800 | $55.4K | 0.05% | −200−20.0% | Reduced |
| Gould Capital, LLC | 800 | $55.4K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $54.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 781 | $54.1K | 0.01% | +281+56.2% | Added |
| Global Assets Advisory, LLC | 736 | $51.0K | 0.02% | +736 | New |
| Perkins Coie Trust Co | 734 | $50.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 718 | $49.7K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $49.1K | 0.07% | −26−3.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $48.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 700 | $48.5K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 694 | $48.3K | 0.01% | +98+16.4% | Added |
| Quent Capital, LLC | 693 | $48.0K | 0.00% | −483−41.1% | Reduced |
| TSFG, LLC | 670 | $46.0K | 0.01% | −125−15.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 661 | $45.8K | 0.00% | −11−1.6% | Reduced |
| McMillan Office, Inc. | 611 | $42.3K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $41.8K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 620 | $41.7K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 600 | $41.6K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $40.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 574 | $39.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 570 | $39.5K | 0.00% | −681−54.4% | Reduced |
| MV Capital Management, Inc. | 533 | $36.9K | 0.00% | −1−0.2% | Reduced |
| Salem Investment Counselors Inc | 530 | $36.7K | 0.00% | +530 | New |
| True Link Financial Advisors, LLC | 524 | $36.3K | 0.00% | +524 | New |
| Coston, McIsaac & Partners | 530 | $36.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $34.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 500 | $34.6K | 0.01% | +500 | New |
| Independence Bank of Kentucky | 485 | $33.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $33.1K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 458 | $32.0K | 0.00% | +48+11.7% | Added |
| South State Corp. | 451 | $31.2K | 0.00% | −465−50.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 441 | $30.6K | 0.03% | −4−0.9% | Reduced |
| Trust Co of Toledo NA | 441 | $30.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 426 | $29.5K | 0.00% | −1,571−78.7% | Reduced |
| Godfrey Financial Associates, Inc. | 426 | $29.5K | 0.03% | 00.0% | Unchanged |