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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 627 | $45.3K | 0.00% | +57+10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 666 | $48.1K | 0.00% | +5+0.8% | Added |
| Caitong International Asset Management Co., Ltd | 690 | $49.9K | 0.01% | +690 | New |
| Acadian Asset Management LLC | 696 | $50.0K | 0.00% | −57,362−98.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $50.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 700 | $50.6K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 703 | $50.8K | 0.01% | −103−12.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $51.2K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 724 | $52.3K | 0.00% | +724 | New |
| Perkins Coie Trust Co | 734 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 734 | $53.0K | 0.00% | +387+111.5% | Added |
| Grove Bank & Trust | 754 | $54.5K | 0.01% | +642+573.2% | Added |
| Bayforest Capital Ltd | 764 | $55.2K | 0.05% | −359−32.0% | Reduced |
| Ossiam | 769 | $55.6K | 0.00% | −799−51.0% | Reduced |
| Hilltop National Bank | 781 | $56.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $56.9K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $57.8K | 0.03% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 810 | $58.5K | 0.09% | +810 | New |
| Beaird Harris Wealth Management, LLC | 850 | $61.4K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 875 | $63.2K | 0.01% | +875 | New |
| City Holding Co | 885 | $64.0K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 889 | $64.2K | 0.02% | +889 | New |
| Heritage Wealth Advisors | 900 | $65.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $65.5K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 963 | $69.6K | 0.01% | −173−15.2% | Reduced |
| Quent Capital, LLC | 973 | $70.3K | 0.00% | +280+40.4% | Added |
| Bullock Wealth Management Group | 1,004 | $72.5K | 0.03% | +10+1.0% | Added |
| Onefund, LLC | 1,023 | $73.9K | 0.04% | −7−0.7% | Reduced |
| Atlas Capital Advisors LLC | 1,041 | $75.2K | 0.01% | +862+481.6% | Added |
| First Community Trust NA | 1,080 | $78.1K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,086 | $78.5K | 0.04% | +33+3.1% | Added |
| Washington Trust Advisors, Inc. | 1,129 | $81.6K | 0.01% | −12−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,109 | $82.9K | 0.00% | −1−0.1% | Reduced |
| Zions Bancorporation, National Association | 1,151 | $83.2K | 0.00% | −55−4.6% | Reduced |
| Bogart Wealth, LLC | 1,195 | $86.4K | 0.00% | +184+18.2% | Added |
| GHP Investment Advisors, Inc. | 1,280 | $92.5K | 0.00% | −373−22.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,286 | $92.9K | 0.03% | −96−6.9% | Reduced |
| Holos Integrated Wealth LLC | 1,249 | $93.4K | 0.04% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,300 | $94.0K | 0.09% | +500+62.5% | Added |
| GoalVest Advisory LLC | 1,347 | $97.3K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,361 | $98.4K | 0.05% | −2,101−60.7% | Reduced |
| Medallion Wealth Advisors, LLC | 1,389 | $100.5K | 0.03% | −1,239−47.1% | Reduced |
| Y.D. More Investments Ltd | 1,415 | $102.3K | 0.00% | +50+3.7% | Added |
| Havemeyer Place LP | 1,440 | $104.1K | 0.01% | +1,440 | New |
| Flagship Wealth Advisors, LLC | 1,441 | $104.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,447 | $104.6K | 0.00% | +4+0.3% | Added |
| HM Payson & Co | 1,455 | $105.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,488 | $107.5K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,506 | $108.8K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 1,511 | $109.2K | 0.00% | −340−18.4% | Reduced |
| Robbins Farley LLC | 1,569 | $113.4K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,570 | $113.5K | 0.00% | −24−1.5% | Reduced |
| CVA Family Office, LLC | 1,579 | $114.1K | 0.01% | −108−6.4% | Reduced |
| Smithfield Trust Co | 1,673 | $121.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,693 | $122.4K | 0.00% | +1,693 | New |
| Spire Wealth Management | 1,728 | $124.9K | 0.00% | −2,781−61.7% | Reduced |
| Cape Investment Advisory, Inc. | 1,769 | $127.8K | 0.03% | +1,769 | New |
| Geneos Wealth Management Inc. | 1,823 | $131.8K | 0.00% | +1,492+450.8% | Added |
| Cornerstone Planning Group LLC | 1,771 | $131.8K | 0.02% | +3+0.2% | Added |
| Hughes Financial Services, LLC | 1,861 | $134.5K | 0.02% | +22+1.2% | Added |
| SJS Investment Consulting Inc. | 1,974 | $142.7K | 0.02% | +765+63.3% | Added |
| Crews Bank & Trust | 2,012 | $145.4K | 0.02% | +530+35.8% | Added |
| Centaurus Financial, Inc. | 2,068 | $149.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,070 | $149.6K | 0.00% | +20+1.0% | Added |
| Whittier Trust Co | 2,193 | $160.6K | 0.00% | −95−4.2% | Reduced |
| Parkside Financial Bank & Trust | 2,246 | $162.3K | 0.01% | +78+3.6% | Added |
| Manchester Capital Management LLC | 2,286 | $165.2K | 0.02% | −84−3.5% | Reduced |
| Private Trust Co NA | 2,294 | $165.8K | 0.01% | −483−17.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,316 | $167.4K | 0.04% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 2,321 | $168.5K | 0.00% | −12−0.5% | Reduced |
| Anchor Investment Management, LLC | 2,346 | $169.5K | 0.01% | −200−7.9% | Reduced |
| NBC Securities, Inc. | 2,375 | $171.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,458 | $177.6K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,464 | $178.1K | 0.03% | +189+8.3% | Added |
| Walleye Trading LLC | 2,485 | $179.6K | 0.00% | +2,485 | New |
| NBT Bank N A | 2,600 | $187.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,625 | $189.7K | 0.00% | −414−13.6% | Reduced |
| Richardson Financial Services Inc. | 2,682 | $193.8K | 0.11% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,724 | $201.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,785 | $201.3K | 0.05% | +2+0.1% | Added |
| RWM Asset Management, LLC | 2,838 | $203.2K | 0.03% | +2,413+567.8% | Added |
| FourThought Financial Partners, LLC | 2,828 | $204.4K | 0.02% | +2,828 | New |
| S-Bank Fund Management Ltd | 2,830 | $204.5K | 0.03% | +2,830 | New |
| Engineers Gate Manager LP | 2,836 | $205.0K | 0.00% | −110,485−97.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 2,848 | $205.8K | 0.10% | +2,848 | New |
| D'Orazio & Associates, Inc. | 2,849 | $205.9K | 0.02% | +2,849 | New |
| Pinnacle West Asset Management, Inc. | 2,850 | $206.0K | 0.14% | +2,850 | New |
| Peak Asset Management, LLC | 2,866 | $207.1K | 0.03% | +2,866 | New |
| Focused Wealth Management, Inc | 2,875 | $207.8K | 0.02% | +2,875 | New |
| Hurlow Wealth Management Group, Inc. | 2,880 | $208.1K | 0.04% | +2,880 | New |
| Waterloo Capital, L.P. | 2,882 | $208.3K | 0.01% | +2,882 | New |
| Exchange Bank | 2,894 | $209.1K | 0.13% | +5+0.2% | Added |
| Optimize Financial Inc | 2,904 | $209.9K | 0.08% | −10−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,904 | $209.9K | 0.05% | +2,904 | New |
| 71 West Capital Partners | 2,914 | $210.6K | 0.01% | +2,914 | New |
| Cambient Family Office, LLC | 2,916 | $210.7K | 0.03% | +2,916 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,634 | $211.9K | 0.06% | +1,634 | New |
| Sowell Financial Services LLC | 2,950 | $213.2K | 0.01% | +2,950 | New |
| Interchange Capital Partners, LLC | 2,954 | $213.5K | 0.04% | +2,954 | New |
| Family Management Corp | 2,970 | $214.6K | 0.02% | +2,970 | New |