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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | 5,805 | $433.9K | 0.01% | +119+2.1% | Added |
| Welch Group, LLC | 6,023 | $435.3K | 0.01% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 6,044 | $436.8K | 0.25% | +1,916+46.4% | Added |
| Alchemi Wealth, LLC | 6,044 | $436.9K | 0.20% | −299−4.7% | Reduced |
| Fiduciary Financial Group, LLC | 6,068 | $438.5K | 0.05% | +203+3.5% | Added |
| Riversedge Advisors, LLC | 6,081 | $439.5K | 0.06% | +6,081 | New |
| Holocene Advisors, LP | 6,097 | $440.6K | 0.00% | −16,099−72.5% | Reduced |
| Washington Trust Co | 6,115 | $441.9K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 6,150 | $444.5K | 1.27% | 00.0% | Unchanged |
| Destination Wealth Management | 6,174 | $446.2K | 0.01% | +540+9.6% | Added |
| Turning Point Benefit Group, Inc. | 6,178 | $446.4K | 0.19% | +838+15.7% | Added |
| Welch & Forbes LLC | 6,203 | $448.3K | 0.01% | −95−1.5% | Reduced |
| Knightsbridge Asset Management, LLC | 6,234 | $450.5K | 0.06% | +6,234 | New |
| Everence Capital Management Inc | 6,247 | $451.0K | 0.02% | 00.0% | Unchanged |
| Huber Capital Management LLC | 6,273 | $453.4K | 0.07% | 00.0% | Unchanged |
| TCW Group Inc | 6,313 | $456.2K | 0.00% | +110+1.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,315 | $456.4K | 0.08% | +6,315 | New |
| Erste Asset Management GmbH | 6,200 | $457.4K | 0.00% | +6,200 | New |
| Contravisory Investment Management, Inc. | 6,374 | $460.6K | 0.08% | −965−13.1% | Reduced |
| Camden Capital, LLC | 6,445 | $465.8K | 0.02% | +517+8.7% | Added |
| Premier Path Wealth Partners, LLC | 6,493 | $469.2K | 0.05% | +796+14.0% | Added |
| Atomi Financial Group, Inc. | 6,537 | $472.4K | 0.01% | +322+5.2% | Added |
| Advisory Solutions Group, LLC | 6,596 | $476.7K | 0.16% | +6,596 | New |
| Perigon Wealth Management, LLC | 6,618 | $478.2K | 0.01% | +457+7.4% | Added |
| Proficio Capital Partners LLC | 6,625 | $478.8K | 0.02% | +6,625 | New |
| Cape Cod Five Cents Savings Bank | 6,630 | $479.1K | 0.04% | +6,630 | New |
| Sigma Planning Corp | 6,656 | $481.0K | 0.01% | +507+8.2% | Added |
| Brasada Capital Management, LP | 6,688 | $483.3K | 0.09% | +173+2.7% | Added |
| Avidian Wealth Solutions, LLC | 6,690 | $483.5K | 0.01% | +146+2.2% | Added |
| Charter Trust Co | 6,780 | $490.0K | 0.03% | +2,755+68.4% | Added |
| Brown Advisory Inc | 6,802 | $491.6K | 0.00% | −2,755−28.8% | Reduced |
| Ritholtz Wealth Management | 6,845 | $494.7K | 0.01% | +6,845 | New |
| Drucker Wealth 3.0, LLC | 6,845 | $494.7K | 0.08% | −372−5.2% | Reduced |
| Demars Financial Group, LLC | 6,906 | $499.1K | 0.14% | +6,906 | New |
| Rockland Trust Co | 6,936 | $501.3K | 0.02% | +768+12.5% | Added |
| Sachetta, LLC | 6,977 | $504.2K | 0.25% | −63−0.9% | Reduced |
| Aprio Wealth Management, LLC | 7,003 | $506.1K | 0.03% | +514+7.9% | Added |
| Leslie Global Wealth, LLC | 7,029 | $508.0K | 0.20% | +1,181+20.2% | Added |
| Advisors Capital Management, LLC | 7,084 | $512.0K | 0.01% | +870+14.0% | Added |
| Fisher Asset Management, LLC | 7,128 | $515.1K | 0.00% | +1,704+31.4% | Added |
| Ellevest, Inc. | 7,150 | $518.7K | 0.06% | −1,338−15.8% | Reduced |
| AlphaStar Capital Management, LLC | 7,186 | $519.3K | 0.03% | −242−3.3% | Reduced |
| BKD Wealth Advisors, LLC | 7,243 | $523.4K | 0.01% | 00.0% | Unchanged |
| Seeds Investor LLC | 7,257 | $524.5K | 0.05% | −117−1.6% | Reduced |
| Huntington National Bank | 7,279 | $526.1K | 0.00% | −635−8.0% | Reduced |
| Sentinel Pension Advisors Inc | 7,089 | $529.0K | 0.07% | +10.0% | Added |
| Old North State Wealth Management, LLC | 7,399 | $535.1K | 0.23% | +761+11.5% | Added |
| Connecticut Wealth Management, LLC | 7,436 | $537.4K | 0.02% | −380−4.9% | Reduced |
| Keynote Financial Services LLC | 7,454 | $538.7K | 0.25% | −260−3.4% | Reduced |
| Bank & Trust Co | 7,459 | $539.1K | 0.34% | +149+2.0% | Added |
| Hills Bank & Trust Co | 7,490 | $541.3K | 0.02% | −627−7.7% | Reduced |
| Valley Brook Capital Group | 7,528 | $544.0K | 0.31% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,576 | $547.5K | 0.01% | −180−2.3% | Reduced |
| Bahl & Gaynor Inc | 7,598 | $549.1K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,608 | $549.8K | 0.01% | +907+13.5% | Added |
| Brinker Capital Investments, LLC | 7,620 | $550.7K | 0.00% | −788−9.4% | Reduced |
| Tema ETFs LLC | 7,668 | $554.2K | 0.02% | +725+10.4% | Added |
| KCM Investment Advisors LLC | 7,713 | $557.4K | 0.02% | −29−0.4% | Reduced |
| Inceptionr LLC | 7,720 | $557.9K | 0.14% | −11,626−60.1% | Reduced |
| Amica Mutual Insurance Co | 7,745 | $560.0K | 0.05% | −2,185−22.0% | Reduced |
| Hilltop Holdings Inc. | 7,791 | $563.0K | 0.05% | −215−2.7% | Reduced |
| Sym Financial Corp | 7,813 | $564.6K | 0.05% | +7,813 | New |
| Martingale Asset Management L P | 7,841 | $566.7K | 0.01% | −91−1.1% | Reduced |
| Axq Capital, LP | 7,899 | $570.9K | 0.06% | +7,899 | New |
| Caerus Investment Advisors, LLC | 7,907 | $571.4K | 0.19% | +4,708+147.2% | Added |
| Blue Chip Partners, Inc. | 8,060 | $582.5K | 0.04% | +8,060 | New |
| Baker Ellis Asset Management LLC | 8,107 | $585.9K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,144 | $588.7K | 0.01% | +147+1.8% | Added |
| Evergreen Capital Management LLC | 8,149 | $588.9K | 0.01% | −1,346−14.2% | Reduced |
| Wedbush Securities Inc | 8,239 | $595.0K | 0.02% | +1,799+27.9% | Added |
| Coldstream Capital Management Inc | 8,265 | $597.3K | 0.01% | −2,240−21.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 8,281 | $598.5K | 0.05% | +4,370+111.7% | Added |
| Valmark Advisers, Inc. | 8,291 | $599.2K | 0.01% | −84−1.0% | Reduced |
| Anchor Bay Capital, Inc. | 8,421 | $599.3K | 0.32% | +8,421 | New |
| Gallagher Fiduciary Advisors, LLC | 8,357 | $604.0K | 0.02% | −40−0.5% | Reduced |
| Greenleaf Trust | 8,467 | $611.9K | 0.01% | −216−2.5% | Reduced |
| Vista Investment Partners LLC | 8,482 | $613.0K | 0.15% | −30.0% | Reduced |
| Sentinus, LLC | 8,512 | $615.2K | 0.05% | +3,982+87.9% | Added |
| Balyasny Asset Management LLC | 8,536 | $616.9K | 0.00% | +2,936+52.4% | Added |
| Silver Oak Securities, Inc | 8,587 | $620.6K | 0.04% | +718+9.1% | Added |
| QTR Family Wealth, LLC | 8,593 | $621.0K | 0.22% | +4,290+99.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,679 | $627.2K | 0.02% | −1,509−14.8% | Reduced |
| Voya Financial Advisors, Inc. | 8,540 | $629.9K | 0.06% | −446−5.0% | Reduced |
| We Are One Seven, LLC | 8,733 | $631.1K | 0.01% | +640+7.9% | Added |
| Federated Hermes, Inc. | 8,825 | $637.8K | 0.00% | +277+3.2% | Added |
| Global X Japan Co., Ltd. | 8,832 | $638.3K | 0.02% | +411+4.9% | Added |
| Kovitz Investment Group Partners, LLC | 8,839 | $638.8K | 0.01% | +11+0.1% | Added |
| Creative Financial Designs Inc | 8,852 | $639.8K | 0.03% | +128+1.5% | Added |
| New England Capital Financial Advisors LLC | 8,865 | $640.7K | 0.15% | +11+0.1% | Added |
| Armstrong Advisory Group, Inc | 8,870 | $641.0K | 0.04% | +17+0.2% | Added |
| Paradigm Financial Partners, LLC | 8,963 | $647.8K | 0.06% | −299−3.2% | Reduced |
| Frec Markets, Inc. | 8,972 | $648.4K | 0.06% | +8,972 | New |
| Inscription Capital, LLC | 8,990 | $649.7K | 0.06% | +236+2.7% | Added |
| Mesirow Financial Investment Management, Inc. | 9,075 | $655.8K | 0.01% | +38+0.4% | Added |
| Central Pacific Bank - Trust Division | 9,142 | $660.7K | 0.07% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 9,164 | $662.3K | 0.02% | +679+8.0% | Added |
| V-Square Quantitative Management LLC | 9,185 | $663.8K | 0.06% | −87−0.9% | Reduced |
| Finer Wealth Management, Inc. | 9,190 | $664.1K | 0.30% | +352+4.0% | Added |
| Tableaux LLC | 9,218 | $666.2K | 0.28% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 9,265 | $669.6K | 0.08% | 00.0% | Unchanged |