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, Q2 2026
Institutional positions in Eversource Energy as of Jun 30, 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
- 1,127
- +71 vs. Q1 2026
- Shares held
- 324.6M
- +11.7M (+3.7%) vs. Q1 2026
- Total value
- $23.5B
- +$1.79B (+8.3%) vs. Q1 2026
- New holders
- 155
- 477 more added
- Sold out
- 84
- 322 more reduced
13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 116 | $8.35K | 0.00% | +2+1.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 118 | $8.53K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 119 | $8.62K | 0.00% | −3−2.5% | Reduced |
| Aspect Partners, LLC | 120 | $8.67K | 0.00% | +110+1,100.0% | Added |
| MTM Investment Management, LLC | 126 | $9.11K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 127 | $9.18K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 136 | $9.83K | 0.00% | +64+88.9% | Added |
| Capital Advisors, Ltd. LLC | 139 | $10.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 144 | $10.4K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 155 | $11.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 156 | $11.3K | 0.00% | −43−21.6% | Reduced |
| Kemnay Advisory Services Inc. | 159 | $11.5K | 0.00% | +8+5.3% | Added |
| Bell Investment Advisors, Inc | 160 | $11.6K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 164 | $11.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 167 | $12.1K | 0.00% | −2−1.2% | Reduced |
| Pinnacle Bancorp, Inc. | 172 | $12.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 173 | $12.5K | 0.00% | −1−0.6% | Reduced |
| Silver Grove Financial Group, Inc. | 173 | $12.5K | 0.01% | +173 | New |
| Atlantic Trust, LLC | 177 | $12.8K | 0.00% | +63+55.3% | Added |
| JFS Wealth Advisors, LLC | 181 | $13.1K | 0.00% | +12+7.1% | Added |
| UMA Financial Services, Inc. | 181 | $13.1K | 0.00% | +38+26.6% | Added |
| Private Wealth Management Group, LLC | 185 | $13.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 187 | $13.5K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 187 | $13.5K | 0.01% | +187 | New |
| Princeton Global Asset Management LLC | 189 | $13.7K | 0.00% | +16+9.2% | Added |
| Financial Life Planners | 194 | $14.0K | 0.01% | +2+1.0% | Added |
| City State Bank | 194 | $14.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 194 | $14.0K | 0.00% | +26+15.5% | Added |
| ESL Trust Services, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bayban | 210 | $15.2K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 214 | $15.5K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 218 | $15.8K | 0.00% | −650−74.9% | Reduced |
| Synergy Investment Management, LLC | 213 | $15.8K | 0.00% | +145+213.2% | Added |
| Highline Wealth Partners LLC | 227 | $16.4K | 0.00% | +80+54.4% | Added |
| Cassaday & Co Wealth Management LLC | 233 | $16.8K | 0.00% | +156+202.6% | Added |
| North Star Investment Management Corp. | 238 | $17.2K | 0.00% | −12−4.8% | Reduced |
| Colonial Trust Advisors | 243 | $17.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $17.9K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 248 | $17.9K | 0.00% | +248 | New |
| Country Trust Bank | 254 | $18.4K | 0.00% | +87+52.1% | Added |
| Raleigh Capital Management Inc. | 256 | $18.5K | 0.01% | +2+0.8% | Added |
| Bruce G. Allen Investments, LLC | 261 | $18.9K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 262 | $18.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 262 | $18.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 266 | $19.0K | 0.00% | −3−1.1% | Reduced |
| LRI Investments, LLC | 265 | $19.2K | 0.00% | −7−2.6% | Reduced |
| Ameriflex Group, Inc. | 270 | $19.5K | 0.01% | +66+32.4% | Added |
| GW&K Investment Management, LLC | 271 | $20.0K | 0.00% | −26−8.8% | Reduced |
| Westside Investment Management, Inc. | 286 | $20.7K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 290 | $21.0K | 0.00% | +91+45.7% | Added |
| TOP Private Wealth LLC. | 293 | $21.2K | 0.02% | +293 | New |
| Pinnacle Wealth Planning Services, Inc. | 296 | $21.4K | 0.00% | +10+3.5% | Added |
| Delta Asset Management LLC | 300 | $21.7K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $21.7K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 302 | $21.8K | 0.01% | +4+1.3% | Added |
| Gleason Group, Inc. | 304 | $22.0K | 0.00% | +3+1.0% | Added |
| Ogorek Anthony Joseph | 323 | $23.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 314 | $23.0K | 0.01% | +14+4.7% | Added |
| Action Point Financial Planning, LLC | 331 | $23.7K | 0.00% | +331 | New |
| Napier Financial, LLC | 336 | $24.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 342 | $24.7K | 0.00% | +335+4,785.7% | Added |
| Golden State Wealth Management, LLC | 345 | $25.0K | 0.00% | +94+37.5% | Added |
| ZRC Wealth Management, LLC | 349 | $25.2K | 0.01% | +240+220.2% | Added |
| Edmond de Rothschild Holding S.A. | 360 | $26.0K | 0.00% | +360 | New |
| Rossby Financial, LCC | 371 | $26.8K | 0.00% | −323−46.5% | Reduced |
| Lodestone Wealth Management LLC | 372 | $26.9K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 386 | $27.9K | 0.01% | +10+2.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $28.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 400 | $28.9K | 0.00% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 400 | $28.9K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 400 | $28.9K | 0.02% | +396+9,900.0% | Added |
| Kingdom Financial Group LLC. | 403 | $29.1K | 0.01% | +270+203.0% | Added |
| First National Bank | 414 | $29.9K | 0.01% | +414 | New |
| TFC Financial Management | 422 | $30.5K | 0.00% | +8+1.9% | Added |
| Godfrey Financial Associates, Inc. | 426 | $30.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 429 | $31.0K | 0.00% | +3+0.7% | Added |
| Trust Co of Toledo NA | 441 | $31.9K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 442 | $31.9K | 0.02% | −385−46.6% | Reduced |
| West Branch Capital LLC | 478 | $34.5K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $35.1K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 494 | $35.7K | 0.00% | +69+16.2% | Added |
| Webster Bank, N. A. | 500 | $36.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 500 | $36.1K | 0.00% | +500 | New |
| Harel Insurance Investments & Financial Services Ltd. | 509 | $37.0K | 0.00% | +51+11.1% | Added |
| Owl Creek Wealth Partners LLC | 515 | $37.2K | 0.01% | +15+3.0% | Added |
| Coston, McIsaac & Partners | 530 | $38.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 530 | $38.3K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 530 | $38.3K | 0.01% | +397+298.5% | Added |
| MV Capital Management, Inc. | 537 | $38.8K | 0.00% | +4+0.8% | Added |
| Quest 10 Wealth Builders, Inc. | 569 | $41.1K | 0.03% | +128+29.0% | Added |
| Caldwell Trust Co | 574 | $41.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 575 | $41.6K | 0.01% | +182+46.3% | Added |
| DT Investment Partners, LLC | 577 | $41.7K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 600 | $43.4K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $43.7K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 611 | $44.2K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 620 | $44.8K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 624 | $45.0K | 0.01% | −46−6.9% | Reduced |