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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 1,004 | $72.5K | 0.03% | +10+1.0% | Added |
| Quent Capital, LLC | 973 | $70.3K | 0.00% | +280+40.4% | Added |
| Cary Street Partner Investment Advisory LLC | 963 | $69.6K | 0.01% | −173−15.2% | Reduced |
| CoreFirst Bank & Trust | 907 | $65.5K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 900 | $65.0K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 889 | $64.2K | 0.02% | +889 | New |
| City Holding Co | 885 | $64.0K | 0.01% | 00.0% | Unchanged |
| Markowski Investments | 875 | $63.2K | 0.01% | +875 | New |
| Beaird Harris Wealth Management, LLC | 850 | $61.4K | 0.00% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 810 | $58.5K | 0.09% | +810 | New |
| Gould Capital, LLC | 800 | $57.8K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $56.9K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 781 | $56.4K | 0.01% | 00.0% | Unchanged |
| Ossiam | 769 | $55.6K | 0.00% | −799−51.0% | Reduced |
| Bayforest Capital Ltd | 764 | $55.2K | 0.05% | −359−32.0% | Reduced |
| Grove Bank & Trust | 754 | $54.5K | 0.01% | +642+573.2% | Added |
| 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 |
| IFG Advisory, LLC | 724 | $52.3K | 0.00% | +724 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $51.2K | 0.07% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 703 | $50.8K | 0.01% | −103−12.8% | Reduced |
| Montag A & Associates Inc | 700 | $50.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $50.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 696 | $50.0K | 0.00% | −57,362−98.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 690 | $49.9K | 0.01% | +690 | New |
| Kayne Anderson Rudnick Investment Management LLC | 666 | $48.1K | 0.00% | +5+0.8% | Added |
| Ronald Blue Trust, Inc. | 627 | $45.3K | 0.00% | +57+10.0% | Added |
| TSFG, LLC | 624 | $45.0K | 0.01% | −46−6.9% | Reduced |
| Broadwater Capital Management LLC | 620 | $44.8K | 0.03% | 00.0% | Unchanged |
| McMillan Office, Inc. | 611 | $44.2K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $43.7K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 600 | $43.4K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $41.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 575 | $41.6K | 0.01% | +182+46.3% | Added |
| Caldwell Trust Co | 574 | $41.5K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 569 | $41.1K | 0.03% | +128+29.0% | Added |
| MV Capital Management, Inc. | 537 | $38.8K | 0.00% | +4+0.8% | Added |
| Lloyd Advisory Services, LLC. | 530 | $38.3K | 0.01% | +397+298.5% | Added |
| Salem Investment Counselors Inc | 530 | $38.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 530 | $38.0K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 515 | $37.2K | 0.01% | +15+3.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 509 | $37.0K | 0.00% | +51+11.1% | 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 |
| Keating Financial Advisory Services, Inc. | 494 | $35.7K | 0.00% | +69+16.2% | Added |
| Independence Bank of Kentucky | 485 | $35.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $34.5K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 442 | $31.9K | 0.02% | −385−46.6% | Reduced |
| Trust Co of Toledo NA | 441 | $31.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 429 | $31.0K | 0.00% | +3+0.7% | Added |
| Godfrey Financial Associates, Inc. | 426 | $30.8K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 422 | $30.5K | 0.00% | +8+1.9% | Added |
| First National Bank | 414 | $29.9K | 0.01% | +414 | New |
| Kingdom Financial Group LLC. | 403 | $29.1K | 0.01% | +270+203.0% | Added |
| 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $28.2K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 386 | $27.9K | 0.01% | +10+2.7% | Added |
| Lodestone Wealth Management LLC | 372 | $26.9K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 371 | $26.8K | 0.00% | −323−46.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 360 | $26.0K | 0.00% | +360 | New |
| ZRC Wealth Management, LLC | 349 | $25.2K | 0.01% | +240+220.2% | Added |
| Golden State Wealth Management, LLC | 345 | $25.0K | 0.00% | +94+37.5% | Added |
| First Horizon Corp | 342 | $24.7K | 0.00% | +335+4,785.7% | Added |
| Napier Financial, LLC | 336 | $24.3K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 331 | $23.7K | 0.00% | +331 | New |
| Ogorek Anthony Joseph | 323 | $23.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 314 | $23.0K | 0.01% | +14+4.7% | Added |
| Gleason Group, Inc. | 304 | $22.0K | 0.00% | +3+1.0% | Added |
| WPG Advisers, LLC | 302 | $21.8K | 0.01% | +4+1.3% | 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 |
| Pinnacle Wealth Planning Services, Inc. | 296 | $21.4K | 0.00% | +10+3.5% | Added |
| TOP Private Wealth LLC. | 293 | $21.2K | 0.02% | +293 | New |
| Steigerwald, Gordon & Koch Inc. | 290 | $21.0K | 0.00% | +91+45.7% | Added |
| Westside Investment Management, Inc. | 286 | $20.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 271 | $20.0K | 0.00% | −26−8.8% | Reduced |
| Ameriflex Group, Inc. | 270 | $19.5K | 0.01% | +66+32.4% | Added |
| LRI Investments, LLC | 265 | $19.2K | 0.00% | −7−2.6% | Reduced |
| Capital Analysts, LLC | 266 | $19.0K | 0.00% | −3−1.1% | Reduced |
| Field & Main Bank | 262 | $18.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 262 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 261 | $18.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 256 | $18.5K | 0.01% | +2+0.8% | Added |
| Country Trust Bank | 254 | $18.4K | 0.00% | +87+52.1% | Added |
| McDonald Partners LLC | 248 | $17.9K | 0.00% | +248 | New |
| Farmers & Merchants Investments Inc | 247 | $17.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 243 | $17.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 238 | $17.2K | 0.00% | −12−4.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 233 | $16.8K | 0.00% | +156+202.6% | Added |
| Highline Wealth Partners LLC | 227 | $16.4K | 0.00% | +80+54.4% | Added |
| 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 |
| Beacon Investment Advisory Services, Inc. | 214 | $15.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bayban | 210 | $15.2K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 194 | $14.0K | 0.00% | 00.0% | Unchanged |