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 |
|---|---|---|---|---|---|
| Hamilton Capital, LLC | 4,046 | $292.4K | 0.01% | +21+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 4,065 | $293.8K | 0.01% | +10.0% | Added |
| Fidelis Capital Partners, LLC | 4,094 | $295.9K | 0.02% | +80+2.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,111 | $297.1K | 0.03% | −30,211−88.0% | Reduced |
| Grimes & Company, Inc. | 4,123 | $298.0K | 0.01% | −128−3.0% | Reduced |
| Prospera Financial Services Inc | 4,140 | $299.4K | 0.00% | −256−5.8% | Reduced |
| Cutler Capital Management, LLC | 4,147 | $299.7K | 0.08% | −100−2.4% | Reduced |
| Gladstone Institutional Advisory LLC | 4,170 | $301.4K | 0.01% | −878−17.4% | Reduced |
| Baron Wealth Management LLC | 4,173 | $301.6K | 0.08% | +1,141+37.6% | Added |
| Sound Financial Strategies Group, LLC | 4,177 | $301.9K | 0.19% | +110+2.7% | Added |
| Kraematon Investment Advisors, Inc | 4,205 | $303.9K | 0.23% | +22+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 4,247 | $306.9K | 0.01% | −12−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,250 | $307.1K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 4,256 | $307.6K | 0.02% | +25+0.6% | Added |
| SC&H Financial Advisors, Inc. | 4,262 | $308.0K | 0.04% | −254−5.6% | Reduced |
| Stablepoint Partners, LLC | 4,274 | $308.9K | 0.04% | 00.0% | Unchanged |
| Verity & Verity, LLC | 4,275 | $309.0K | 0.02% | −200−4.5% | Reduced |
| Sandro Wealth Management LLC | 4,297 | $310.5K | 0.22% | +1,048+32.3% | Added |
| Meeder Asset Management Inc | 4,304 | $311.1K | 0.02% | −31,710−88.0% | Reduced |
| MBL Wealth, LLC | 4,314 | $311.8K | 0.02% | +4,314 | New |
| Aegis Wealth Management LLC | 4,348 | $314.2K | 0.15% | −215−4.7% | Reduced |
| Wedmont Private Capital | 4,231 | $316.6K | 0.01% | +653+18.3% | Added |
| Glenview Trust Co | 4,434 | $320.4K | 0.00% | −3,007−40.4% | Reduced |
| Avail Investment Partners, LLC | 4,448 | $321.5K | 0.25% | +4,448 | New |
| HBK Sorce Advisory LLC | 4,449 | $322.4K | 0.01% | +58+1.3% | Added |
| Oxler Private Wealth LLC | 4,475 | $323.4K | 0.09% | −275−5.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,495 | $324.6K | 0.02% | +4,495 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,518 | $326.5K | 0.04% | −494−9.9% | Reduced |
| Parallel Advisors, LLC | 4,524 | $327.0K | 0.00% | +100+2.3% | Added |
| Tower Research Capital LLC (TRC) | 4,526 | $327.1K | 0.01% | −7,050−60.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 4,538 | $328.0K | 0.02% | +3,226+245.9% | Added |
| Shore Point Advisors, LLC | 4,542 | $328.3K | 0.11% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,549 | $328.8K | 0.08% | −43−0.9% | Reduced |
| Investment Research Partners LLC | 4,550 | $328.8K | 0.11% | +4,550 | New |
| Drive Wealth Management, LLC | 4,604 | $332.7K | 0.06% | +4,604 | New |
| Pinnacle Financial Partners, Inc. | 4,616 | $333.6K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,842 | $335.5K | 0.01% | +4,842 | New |
| Legacy Financial Advisors, Inc. | 4,695 | $339.3K | 0.04% | +4,695 | New |
| Clear Harbor Asset Management, LLC | 4,720 | $341.1K | 0.02% | −35−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,723 | $341.3K | 0.02% | +4,723 | New |
| Nwam LLC | 4,734 | $342.1K | 0.02% | −98−2.0% | Reduced |
| Elevated Capital Advisors, LLC | 4,742 | $342.7K | 0.09% | −5,550−53.9% | Reduced |
| Northwest Wealth Management, LLC | 4,762 | $344.1K | 0.05% | +4,762 | New |
| MJP Associates Inc | 4,771 | $344.8K | 0.04% | −11−0.2% | Reduced |
| Harbour Investments, Inc. | 4,838 | $349.6K | 0.00% | +75+1.6% | Added |
| Nemes Rush Group LLC | 4,862 | $351.4K | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 4,867 | $351.7K | 0.00% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 4,907 | $354.6K | 0.32% | −940−16.1% | Reduced |
| Stoneridge Investment Partners LLC | 4,960 | $355.0K | 0.23% | +4,960 | New |
| Patrick M Sweeney & Associates, Inc | 4,915 | $355.2K | 0.20% | +252+5.4% | Added |
| Spinnaker Trust | 4,915 | $355.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,922 | $355.7K | 0.10% | −464−8.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,977 | $359.7K | 0.13% | −107−2.1% | Reduced |
| Americana Partners, LLC | 4,984 | $360.2K | 0.01% | +4,984 | New |
| Banque Cantonale Vaudoise | 5,151 | $372.0K | 0.01% | +1,295+33.6% | Added |
| Checchi Capital Advisers, LLC | 5,152 | $372.3K | 0.02% | +665+14.8% | Added |
| Visionary Horizons, LLC | 5,167 | $373.5K | 0.16% | −4,885−48.6% | Reduced |
| Callan Family Office, LLC | 5,191 | $375.2K | 0.01% | +15+0.3% | Added |
| NewEdge Wealth, LLC | 5,195 | $375.4K | 0.00% | +5,195 | New |
| Tocqueville Asset Management L.P. | 5,200 | $375.8K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 5,244 | $379.0K | 0.05% | +5,244 | New |
| Boothbay Fund Management, LLC | 5,249 | $379.3K | 0.01% | −3,676−41.2% | Reduced |
| Clearstead Advisors, LLC | 5,256 | $379.9K | 0.00% | +1,240+30.9% | Added |
| Mather Group, LLC. | 5,293 | $382.5K | 0.00% | +5+0.1% | Added |
| Sagewood Asset Management LP | 5,346 | $386.4K | 0.09% | +5,346 | New |
| Cornerstone Wealth Management, LLC | 5,355 | $387.0K | 0.02% | +5,355 | New |
| Nomura Asset Management International Inc. | 5,359 | $387.0K | 0.00% | +5,359 | New |
| Anchor Capital Advisors LLC | 5,366 | $387.8K | 0.01% | −1,298−19.5% | Reduced |
| International Private Wealth Advisors LLC | 5,373 | $388.3K | 0.20% | +77+1.5% | Added |
| Sagespring Wealth Partners, LLC | 5,398 | $390.1K | 0.01% | +550+11.3% | Added |
| Meeder Advisory Services, Inc. | 5,406 | $390.7K | 0.01% | −250−4.4% | Reduced |
| Aptus Capital Advisors, LLC | 5,435 | $392.8K | 0.00% | +802+17.3% | Added |
| American State Bank (Iowa) | 5,436 | $392.9K | 0.16% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 5,436 | $392.9K | 0.06% | +5,436 | New |
| Alpha Family Trust | 5,440 | $393.1K | 0.16% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,469 | $395.2K | 0.04% | +550+11.2% | Added |
| Mainsail Asset Management, LLC | 5,333 | $397.9K | 0.16% | +5,333 | New |
| NorthRock Partners, LLC | 5,538 | $400.3K | 0.01% | −8−0.1% | Reduced |
| Core Capital Management & Research, inc. | 5,704 | $400.5K | 0.21% | +5,704 | New |
| Chatham Capital Group, Inc. | 5,564 | $402.1K | 0.05% | −2,117−27.6% | Reduced |
| Gateway Investment Advisers LLC | 5,571 | $402.6K | 0.00% | +860+18.3% | Added |
| Beese Fulmer Investment Management, Inc. | 5,573 | $402.8K | 0.02% | +5,573 | New |
| IHT Wealth Management, LLC | 5,641 | $407.7K | 0.01% | −574−9.2% | Reduced |
| Abundance Wealth Counselors | 5,652 | $408.5K | 0.03% | +5,652 | New |
| Ballentine Partners, LLC | 5,676 | $410.2K | 0.01% | −2,739−32.5% | Reduced |
| Kelly Financial Group LLC | 5,676 | $410.2K | 0.09% | +39+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,679 | $410.4K | 0.01% | −70,450−92.5% | Reduced |
| Essential Partners LLC | 5,727 | $413.9K | 0.19% | +2,659+86.7% | Added |
| Oslo Pensjonsforsikring AS | 5,734 | $414.4K | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,739 | $414.8K | 0.03% | +198+3.6% | Added |
| Snowden Capital Advisors LLC | 5,742 | $415.0K | 0.01% | −531−8.5% | Reduced |
| FIL Ltd | 5,754 | $415.8K | 0.00% | +3,145+120.5% | Added |
| Pensionmark Financial Group, LLC | 5,972 | $418.7K | 0.01% | −1,492−20.0% | Reduced |
| Advisor OS, LLC | 5,804 | $419.4K | 0.03% | +16+0.3% | Added |
| Financial Engines Advisors L.L.C. | 5,849 | $422.7K | 0.00% | +2,460+72.6% | Added |
| Capstone Wealth Management, LLC | 5,851 | $422.9K | 0.20% | +5,851 | New |
| Fiduciary Trust Co | 5,867 | $424.0K | 0.00% | +258+4.6% | Added |
| Bessemer Group Inc | 5,989 | $432.0K | 0.00% | +475+8.6% | Added |
| Regions Financial Corp | 5,978 | $432.0K | 0.00% | −2,808−32.0% | Reduced |
| Modera Wealth Management, LLC | 5,986 | $432.6K | 0.00% | +10.0% | Added |