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 |
|---|---|---|---|---|---|
| Agp Franklin, LLC | 2,989 | $216.0K | 0.09% | +2,989 | New |
| Beirne Wealth Consulting Services, LLC | 2,993 | $216.3K | 0.04% | −1,080−26.5% | Reduced |
| Family Wealth Partners, LLC | 3,005 | $217.2K | 0.07% | +3,005 | New |
| Turner Financial Group, Inc. | 3,005 | $217.2K | 0.22% | +3,005 | New |
| Berkshire Bank | 3,008 | $217.4K | 0.04% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,020 | $218.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,044 | $220.0K | 0.01% | +3,044 | New |
| Investment Advisory Group, LLC | 3,048 | $220.3K | 0.05% | +67+2.2% | Added |
| CoreCap Advisors, LLC | 3,053 | $220.6K | 0.01% | +1,006+49.1% | Added |
| LaSalle St. Investment Advisors, LLC | 3,059 | $221.1K | 0.03% | +3,059 | New |
| Stonebrook Private Inc. | 3,066 | $221.6K | 0.04% | +3,066 | New |
| Econ Financial Services Corp | 3,097 | $223.8K | 0.10% | +33+1.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,115 | $225.1K | 0.06% | −22−0.7% | Reduced |
| Savvy Advisors, Inc. | 3,121 | $225.5K | 0.00% | +3,121 | New |
| Fiduciary Alliance LLC | 3,123 | $225.7K | 0.02% | +43+1.4% | Added |
| True Wealth Design, LLC | 3,131 | $226.3K | 0.05% | +1,771+130.2% | Added |
| FC Advisory LLC | 3,153 | $227.9K | 0.06% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 3,161 | $228.4K | 0.12% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,161 | $228.4K | 0.09% | +113+3.7% | Added |
| FSA Advisors, Inc. | 3,179 | $229.7K | 0.11% | +3,179 | New |
| Kathmere Capital Management, LLC | 3,201 | $231.3K | 0.01% | +3,201 | New |
| Curated Wealth Partners LLC | 3,208 | $231.8K | 0.03% | +3,208 | New |
| Ameritas Investment Partners, Inc. | 3,225 | $233.1K | 0.01% | −140−4.2% | Reduced |
| Cary Street Partners Financial LLC | 3,225 | $233.1K | 0.01% | −31−1.0% | Reduced |
| CFS Investment Advisory Services, LLC | 3,147 | $234.3K | 0.02% | +46+1.5% | Added |
| Cypress Wealth Services, LLC | 3,250 | $234.8K | 0.03% | −55−1.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,251 | $234.9K | 0.02% | +29+0.9% | Added |
| Thomasville National Bank | 3,266 | $236.0K | 0.01% | +3,266 | New |
| First Growth Capital LLC | 3,295 | $238.1K | 0.18% | +21+0.6% | Added |
| Diversified Enterprises, LLC | 3,302 | $238.6K | 0.01% | −155−4.5% | Reduced |
| Summitry LLC | 3,311 | $239.3K | 0.01% | +158+5.0% | Added |
| Resonant Capital Advisors, LLC | 3,318 | $239.8K | 0.01% | +22+0.7% | Added |
| Monument Capital Management | 3,322 | $240.1K | 0.05% | +239+7.8% | Added |
| Platform Technology Partners | 3,323 | $240.1K | 0.04% | +396+13.5% | Added |
| Monticello Wealth Management, LLC | 3,393 | $245.2K | 0.01% | +3,393 | New |
| Money Concepts Capital Corp | 3,408 | $246.3K | 0.01% | −1,878−35.5% | Reduced |
| PCM Encore, LLC | 3,422 | $247.3K | 0.04% | −111−3.1% | Reduced |
| PDS Planning, Inc | 3,440 | $248.6K | 0.01% | −74−2.1% | Reduced |
| Central Trust Co | 3,443 | $248.8K | 0.00% | −226−6.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $249.4K | 0.17% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $249.5K | 0.07% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,454 | $249.6K | 0.05% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,468 | $250.6K | 0.01% | +2,311+199.7% | Added |
| Frank, Rimerman Advisors LLC | 3,482 | $251.6K | 0.01% | +128+3.8% | Added |
| Axxcess Wealth Management, LLC | 3,496 | $252.7K | 0.00% | +3,496 | New |
| CX Institutional | 3,513 | $254.0K | 0.01% | +144+4.3% | Added |
| Polaris Investment Advisors, LLC | 3,516 | $254.1K | 0.16% | 00.0% | Unchanged |
| Essex Savings Bank | 3,518 | $254.2K | 0.05% | −19−0.5% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,525 | $254.8K | 0.00% | −517−12.8% | Reduced |
| Wealth Quarterback LLC | 3,526 | $254.9K | 0.08% | +240+7.3% | Added |
| XTX Topco Ltd | 3,529 | $255.0K | 0.00% | +372+11.8% | Added |
| Foundations Investment Advisors, LLC | 3,564 | $257.5K | 0.00% | −378−9.6% | Reduced |
| Cigna Investments Inc | 3,567 | $258.0K | 0.03% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,576 | $258.4K | 0.13% | +3,576 | New |
| Fortis Capital Advisors, LLC | 3,582 | $258.9K | 0.03% | +3,582 | New |
| Kingsview Wealth Management, LLC | 3,628 | $262.2K | 0.00% | −652−15.2% | Reduced |
| Thrive Wealth Management, LLC | 3,643 | $263.3K | 0.03% | −512−12.3% | Reduced |
| Azimuth Capital Investment Management LLC | 3,657 | $264.3K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,670 | $265.2K | 0.00% | −13−0.4% | Reduced |
| LifeGoal Wealth Advisors | 3,671 | $265.3K | 0.12% | +3,671 | New |
| Westwood Holdings Group Inc. | 3,703 | $267.6K | 0.00% | +3,703 | New |
| Hantz Financial Services, Inc. | 3,563 | $268.0K | 0.00% | +87+2.5% | Added |
| Symphony Financial, Ltd. Co. | 3,687 | $268.5K | 0.03% | +3,687 | New |
| Flatrock Wealth Partners LLC | 3,719 | $268.8K | 0.11% | +3,719 | New |
| Horizon Investment Services, LLC | 3,723 | $269.1K | 0.07% | +48+1.3% | Added |
| Atlantic Union Bankshares Corp | 3,735 | $269.9K | 0.00% | −4−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 3,750 | $271.0K | 0.02% | +526+16.3% | Added |
| Larson Financial Group LLC | 3,760 | $271.8K | 0.01% | −841−18.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,771 | $272.4K | 0.01% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,637 | $274.2K | 0.02% | +21+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 3,809 | $275.3K | 0.01% | −41−1.1% | Reduced |
| Catalyst Financial Partners LLC | 3,810 | $275.3K | 0.03% | +27+0.7% | Added |
| SageView Advisory Group, LLC | 3,813 | $275.5K | 0.01% | −694−15.4% | Reduced |
| Optas, LLC | 3,816 | $275.8K | 0.04% | +101+2.7% | Added |
| Red Door Wealth Management, LLC | 3,829 | $276.7K | 0.03% | +7+0.2% | Added |
| Formidable Asset Management, LLC | 4,000 | $277.1K | 0.04% | −53−1.3% | Reduced |
| Mindset Wealth Management, LLC | 3,836 | $277.2K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,864 | $279.3K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,873 | $279.9K | 0.01% | −80−2.0% | Reduced |
| Tompkins Financial Corp | 3,875 | $280.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,883 | $280.6K | 0.01% | +172+4.6% | Added |
| Mutual Advisors, LLC | 3,884 | $280.7K | 0.01% | +869+28.8% | Added |
| Aspiriant, LLC | 3,889 | $281.1K | 0.01% | +3,889 | New |
| Fortis Group Advisors, LLC | 3,891 | $281.2K | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 3,897 | $281.6K | 0.00% | +3,897 | New |
| Edgestream Partners, L.P. | 3,906 | $282.3K | 0.01% | −33,442−89.5% | Reduced |
| Melfa Wealth Management, LLC | 3,941 | $284.8K | 0.15% | 00.0% | Unchanged |
| Chris Bulman Inc | 3,951 | $285.5K | 0.10% | +3,951 | New |
| Cadence Wealth Management LLC | 3,962 | $286.3K | 0.13% | +422+11.9% | Added |
| Trueblood Wealth Management, LLC | 3,970 | $286.9K | 0.10% | −35−0.9% | Reduced |
| Lifeworks Advisors, LLC | 3,971 | $287.0K | 0.03% | +3,971 | New |
| Viking Fund Management LLC | 4,000 | $289.1K | 0.03% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 4,001 | $289.2K | 0.00% | −553,405−99.3% | Reduced |
| Blue Fin Capital, Inc. | 4,002 | $289.2K | 0.04% | +10.0% | Added |
| Wealthspire Advisors, LLC | 4,002 | $289.2K | 0.00% | −301−7.0% | Reduced |
| Brevan Howard Capital Management LP | 4,005 | $289.4K | 0.00% | −13,547−77.2% | Reduced |
| Stratos Wealth Partners, LTD. | 4,018 | $290.4K | 0.00% | −1,153−22.3% | Reduced |
| Quadcap Wealth Management, LLC | 4,024 | $290.8K | 0.03% | +221+5.8% | Added |
| Cidel Asset Management Inc | 4,031 | $291.3K | 0.01% | +201+5.2% | Added |
| Alan B. Lancz & Associates, Inc. | 4,033 | $291.5K | 0.25% | −1,700−29.7% | Reduced |